MICROSOFT TECHNOLOGIES

• PART I – Applications in CRM
• Introductionto Microsoft Dynamics CRM

• Sales Process

 

• Leads
• Opportunities
• Competitors
• Products
• Quotes, Orders and Invoices
• Goals

• Marketing

 

• Marketing Lists
• Campaigns
• Sales Literature
• Quick Campaigns

• Service
• Services
• Service Calendar
• Cases
• Knowledge Base
• Contracts

 

• PART II – Administration, Settings & Configuration

• `                       Administration

 

• Creating and managing Business Units, Users and Teams
• Privileges, Access Levels and Security Roles
• Creating and managing Security Roles
• Auto Numbering and System Settings
• Installing MUI Language Packs

 

• Settings & Configuration

 

• Business Management
• Sites, Sales Territories, Facilities and Resource Groups
• Working with Multi Currency
• System Queues and Custom Queues
• Services and Business Closures
• Fiscal Year Settings and Quotas
• Subjects
• Connections

• Data Management

 

• Duplication Detection Settings, Rules and Jobs
• Bulk Record Deletion
• Data Maps and Imports
• Product Catalog
• Understanding the Product Catalog
• Unit Groups
• Adding Products
• Creating Price Lists
• Creating Discount Lists
• Using Deployment Manager
• Redeploying Dynamics CRM

• PART III – Basic and Advanced Customizations in MS Dynamics CRM

 

• Entity Customization

• Basic Form Customizations
• Basic UI Customization Capabilities
• Form Customization – Working with Tabs, Sections, Fields and IFrames
• Introduction to Application Event Programming
• Using Form and Field Events

 

• MS CRM Entity Model

• Customization Concepts – Entity Types and Attributes
• Creating Custom Entities and Attributes

 

• Relationships, Views and Advanced Views

• Types of Relationships
• Relationship Behaviors
• Creating Entity Relationships
• Entity Mapping

 

• Views and Advanced Views
• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations

• Form Scripting

 

• Client side scripting using Java Script
• Working with I Frames

•        v  Working with Web Resources

 

•        v  Report Wizard, Scheduling and Exporting Reports

•        v  Working with Dash Boards

 

• PART IV – Extending MS Dynamics CRM

• Processes (Workflows & Dialogs)

 

• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs
• Creating Dialog Pages, Prompt and Response
• Working with Input Parameters in Dialogs

• Ribbon Customizations

 

• Creating & Hiding Ribbon Elements
• Enabling & Disabling Ribbon Elements

• Working with Site Maps

 

• Introduction to Solutions

• Managed & Unmanaged Solutions
• Importing & Exporting Solutions

 

• Advanced Client Side Scripting

• Working with ODATA
• Working with REST
• Working with SOAP

 

• CRM Web Services

• Introduction to Web Services
• Query Expression & Query Attribute
• Request & Response

 

• Plugins

• The Event Execution Pipeline
• IPluginExecutionContext Interface
• Developing Plugins
• Deploying Plugins
• Debugging Plugins

 

• Custom Workflows

• Developing Custom Workflow Activities
• Deploying Custom Workflow Activities

 

• Debugging Custom Workflow Activities