MS Dynamics CRM Technical

MS Dynamics CRM Technical Online Training Curriculum

Microsoft Dynamics CRM Concepts

• Microsoft Dynamics CRM functionality
• Microsoft Dynamics CRM clients
• Microsoft Dynamics CRM records
• Application navigation

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

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

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
 
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
 
Introduction to Sales Management

• Customer Scenarios
• Basic Record Types

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

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

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

Sales Order Processing

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

Lab: Sales Order Process

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

Managing Relationships

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

Lab: Create New Relationships Lab

• Customize Relationship Mappings

Customizing Forms

• Form Customization Overview
• Create and Modify Forms
• Quick Create and Quick View Forms
• Manage Multiple Forms and Mobile Clients

Lab: Modify Form Layout and Add Fields Lab

• Create a Role-Based Form for the Competitor entity.

Customizing Views

• View Customization Concepts
• System Views
• Create Custom Views
• Remove Unwanted Views

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

Configuring Business Rules

• Configure Business Rules

Lab: Create a Business Rule

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

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

Additional Security Options

• Field Security
• Access Team Templates
• Auditing Overview

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

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

Plug-in

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

Lab: Creating a Plug-in

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

Delivery Methodology

• We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course

Class Delivery

• Live Interactive classes with expert