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Microsoft Dynamics CRM Technical

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 Customizing Microsoft Dynamics CRM 2016

  • Customer records
  • Addresses
  • Personal options
  • Customization or Development?
  • Introduction or Entity Customization.

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.
  • Customize 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 Roll-up Query

Lab : Goal Management for Individuals

  • Implement a Goal Metric

Module 12: Managing Relationships

  • Types of Entity Relationships
  • Create Entity Relationships1:N
  • Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles.

Lab : Create New Relationships Lab

  • Customize Relationship Mappings

Module 13: Customizing Forms

  • Form Customization 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: Customizing Views

  • View Customization 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 Work-flow
  • Overview of Dialogues
  • Setting up Custom Work-flow Activity Assemblies
  • Demonstration: Configuring a Custom Work-flow Activity
  • Creating Custom Work-flow Activities
  • Debugging Custom Work-flow Activities

Module 20: Plugins

  • Objectives
  • Introduction
  • Overview of Plug-ins
  • Developing Plug-ins
  • Register and Deploy Plug-ins

Lab : Creating a Plug-in

Module 21: Application Event Programming

  • Objectives
  • Introduction
  • Using Jscript Libraries
  • Form and Field Events
  • Form Types
  • Form Event Handler Execution Context
  • Setting Event Dependencies
  • Pass Parameters
  • Using Best Practices in Writing Client-Side Code
  • Debugging Client-Side Code
  • Summary
  • Test Your Knowledge
  • Quick Interaction: Lessons Learned
  • Solutions
Course Id:
Course Fees:
301 USD