Online Microsoft Dynamics CRM Technical Training Classes And Courses  BISP 

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Course Outline

Module 1: Microsoft Dynamics CRM Concepts
- Microsoft Dynamics CRM functionality
- Microsoft Dynamics CRM clients
- Microsoft Dynamics CRM records
- Application navigation

Module 2: Introduction to Customising Microsoft Dynamics CRM 2016
- Customer records
- Addresses
- Personal options
-Customisation or Development? Introduction or Entity Customisation.

Lab: Create a Solution and publisher

Module 3: Building a Security Model in Microsoft Dynamics CRM 2016

Introduction to Business Units. Overview of Security Roles. User Management Overview. Team Management Overview, Teams and Sharing. Manage Security Roles for Users and Teams.

Lab: Configure Security Roles
Lab: Configure User Access

Module 4: Customizing Entities

Entity Customization Concepts. Create a Custom Entity. Additional Entity Properties. Modifying the Configuration of an Entity.

Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 5: Customizing Fields

Field Data Types. Field Display Formats. Field Properties. Customise Existing Fields. Configure Option Sets. Status and Status Reason Fields. Delete Fields.

Lab: Create and Modify a Global Option Set

Module 6: Introduction to Sales Management

- Customer Scenarios
- Basic Record Types

Module 7: Lead Management

- Lead to Opportunity Process Form and Process Ribbon
- Convert Activity Records to Leads
- Qualifying and Disqualifying Leads
- Create, Maintain, and Use Sales Literature
- Create, Maintain, and Use Competitors

Lab: Create and Disqualify a Lead

Module 8: Working with Opportunity Records

- Create Opportunities and Work with Opportunity Form
- Changing Opportunity Status

Lab: Managing Sales Opportunities

- Create, work with, close, and reopen Opportunity records.
- Describe the different statuses of an opportunity.
- Use the assign functionality in Microsoft Dynamics to assign opportunities to other users.
- Manage opportunities from system views.

Module 9: Working with the Product Catalog

- The Microsoft Dynamics CRM Product Catalog
- Unit Groups
- Adding and Maintaining Products
- Creating, Maintaining and Using Price Lists
- Currency Management
- Creating a Price List

Lab: Managing the Product Catalog

- Create Currency
- Create a Unit Group associated with the Currency
- Create a Product
- Create a Price List and Price List Item Tied to the Currency

Module 10: Sales Order Processing

- Adding Line Items (Opportunity Products) to Opportunities
- Quote Management
- Working with Orders
- Working with Invoices

Lab: Sales Order Process

Module 11: Metrics and Goals

- Configuring Goal Metrics
- Configuring Fiscal Periods
- Creating and Assigning Goal Records
- Creating and Recalculating Parent and Child Goal Records
- Creating a Rollup Query

Lab : Goal Management for Individuals

- Implement a Goal Metric

Module 12: Managing Relationships

Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles.

Lab : Create New Relationships Lab : Customize Relationship Mappings

Module 13: Customising Forms

Form Customisation Overview. Create and Modify Forms. Quick Create and Quick View Forms. Manage Multiple Forms. Mobile Clients.

Lab : Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.

Module 14: Customising Views

View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views.

Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 15: Configuring Business Rules

Configure Business Rules

Lab : Create a Business Rule

Module 16: Service Scheduling

- Service Scheduling Scenarios
- Service Scheduling Terminology
- Service Scheduling Process
- Resources, Services and Selection Rules
- Include Customer Preferences
- Understand Sites and Same-Site Requirements
- Manage Business Closures
- Explain the Service Activity Scheduling Engine
- Working with Service Activities and the Service Calendar
- Close, Cancel, or Reschedule a Service Activity

Lab: Schedule a Service by Using a Same-Site Requirement

- Create a Service Activity based on a Same-Site Requirement Service.

Module 17: Sales Analysis

- Running Built-in Reports
- Exporting Sales Information to Excel
- Working with Charts and Dashboards
- Working with System Charts from the Opportunity List
- Working with Dashboards
- Create a New Dashboard in the Workplace
- Sharing DASHBOARDS, Charts and Advanced Find Queries

Lab: Create a New Personal, Sales Dashboard

- Create an advanced find query
- Create a chart.
- Create a dashboard, and add the advanced find query and chart to it.
- Share the dashboard.

Module 18: Additional Security Options

Field Security. Access Team Templates. Auditing Overview

Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 19: Implementing Business Processes
Overview of Workflow
Overview of Dialogues
Setting up Custom Workflow Activity Assemblies
Demonstration: Configuring a Custom Workflow Activity
Creating Custom Workflow Activities
Debugging Custom Workflow Activities

Module 20: Plugins
o Objectives
o Introduction
o Overview of Plug-ins
o Developing Plug-ins
o Register and Deploy Plug-ins

Lab : Creating a Plug-in

Module 21: Application Event Programming

o Objectives

o Introduction

o Using Jscript Libraries

o Form and Field Events

o Form Types

o Form Event Handler Execution Context

o Setting Event Dependencies

o Pass Parameters

o Using Best Practices in Writing Client-Side Code

o Debugging Client-Side Code

o Summary

o Test Your Knowledge

o Quick Interaction: Lessons Learned

o Solutions

Course Id:
Course Fees:
301 USD