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Microsoft Dynamics CRM Online Training Course Content

PART I – Overview

Introduction to Microsoft Dynamics CRM

Sales Process

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

Marketing

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns

Service

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

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

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

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
  • 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
  •  Report Wizard, Scheduling and Exporting Reports

PART II – Extending MS Dynamics CRM

Workflows

  • Overview of Workflow
  • The Workflow Designer
  • Creating Workflows through Workflow Designer
  • Creating Custom Workflow Activities
  • Debugging Custom Workflow Activities

Working with Site Map
Working with ISV. Config

Using the CRM Web Services

  • CRM Service
  • Discovery Service
  • Metadata Service

Advanced Platform Operations

  • Querying Data
  • Query Expression
  • Query by Attribute
  • Filtered Views
  • Dynamic Entities
  • Execute Method
  • Working with Request and Response

Form Scripting and Extensions (Java Script)

  • Calling Web Services from java script
  • Advanced topics, including from type considerations, cross-site scripting, using script for validation, and loading external script files
  • Script examples

Plug-ins

  • The event execution pipeline
  • Details of the “IPluginExecutionContext” Interface
  • Developing and Deploying plug-ins
  • Debugging plug-ins