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 Lessons 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 Lessons Entity Customization Concepts. Create a Custom Entity. Additional Entity Properties. Modifying the Configuration of an Entity.
Module 5: Customizing Fields Lessons 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 Lessons - Customer Scenarios - Basic Record Types
Module 7: Lead Management Lessons - 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 Lessons - 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 Lessons - 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 Lessons - Adding Line Items (Opportunity Products) to Opportunities - Quote Management - Working with Orders - Working with Invoices
Lab: Sales Order Process
Module 11: Metrics and Goals Lessons - 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 Lessons 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 Lessons 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 15: Configuring Business Rules Lessons Configure Business Rules
Lab : Create a Business Rule
Module 16: Service Scheduling Lessons - 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 Lessons - 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 Lessons 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 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