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Microsoft Dynamics CRM 365 Training

Advertiser: FuturePoint Technologies Location: England Posted: Mar 10, 2018 12:00:19 PM Hits: 144

Microsoft Dynamics CRM 365 Training

Ref: UK150927
Introduction to Microsoft Dynamics CRM
οƒ˜ Dynamics product Stack
οƒ˜ History of Microsoft Dynamics CRM
οƒ˜ Deployment types
οƒ˜ Comparison with other CRM’s in the Market
οƒ˜ XRM Framework
οƒ˜ Out of Box Features (OOB Concepts)
Sales Module
οƒ˜ Lead Management
οƒ˜ Opportunity Management
οƒ˜ Product Management
οƒ˜ Quotes, Orders and Invoices
οƒ˜ Goal Management
Marketing Module
οƒ˜ Marketing Lists
οƒ˜ Campaigns
οƒ˜ Sales Literature
οƒ˜ Quick Campaigns
Service Module
οƒ˜ Services
οƒ˜ Service Calendar
οƒ˜ Case Management
οƒ˜ Articles
οƒ˜ Contracts

Project Services Module
- New module in Dynamics CRM 2016– Overview
Field Service Module
– New module in Dynamics CRM 2016– Overview
Administration, Settings & Configuration
οƒ˜ Users
οƒ˜ Teams
οƒ˜ Security Roles
οƒ˜ Business Units
οƒ˜ Field Security Profiles
οƒ˜ Access Teams
Business Management
οƒ˜ Fiscal Year Settings
οƒ˜ Business Closures
οƒ˜ Sales Territories
οƒ˜ Sites
οƒ˜ Currencies
οƒ˜ FacilityEquipment
οƒ˜ Resource Groups
οƒ˜ Subjects
οƒ˜ Article Templates
οƒ˜ Email templates
οƒ˜ Document Templates
οƒ˜ Contract Templates
οƒ˜ Mail Merge Templates
οƒ˜ Email Signature
Product Catalog
οƒ˜ Families & Product
οƒ˜ Price List
οƒ˜ Unit Group
οƒ˜ Discount Lists
Service Management
οƒ˜ Queues
οƒ˜ Routing Rule Sets
οƒ˜ Subjects
οƒ˜ Parent and child case settings
οƒ˜ Automatic Record Creation and Update Rules
οƒ˜ Service Level Agreement
οƒ˜ Entitlements
οƒ˜ Customize the system
οƒ˜ Publishers
οƒ˜ Developer Resources
οƒ˜ Themes
οƒ˜ Solutions
οƒ˜ Announcements
οƒ˜ System Settings
οƒ˜ Privacy Settings
οƒ˜ System Notifications
οƒ˜ Auto Numbering
οƒ˜ Languages
Data Management
οƒ˜ Duplicate Detection Settings
οƒ˜ Duplicate Detection Rules
οƒ˜ Duplicate Detection Jobs
οƒ˜ Data Maps
οƒ˜ Templates for Data Import
οƒ˜ Imports
οƒ˜ Global Audit Settings
οƒ˜ Entity and Field Audit Settings
οƒ˜ Audit Summary View
οƒ˜ Audit Log Management
Working with Dash Boards
οƒ˜ Creating and publishing Dashboards
Working with Reports
οƒ˜ Creating reports using reporting wizard
οƒ˜ Creating reports using SQL Server Data Tools
οƒ˜ Understanding the difference between Online and On-Premise reports
CRM Automation Jobs
οƒ˜ Business Process Flows
οƒ˜ Workflows
οƒ˜ Dialogs
οƒ˜ Actions
οƒ˜ Business Rules
Basic and Advanced Customizations
MS CRM Entity Model
οƒ˜ Customization Concepts – Entity Types and Attributes
οƒ˜ Filtered Views
οƒ˜ Creating Custom Entities and Attributes
Entity Customization
οƒ˜ Form Customizations
οƒ˜ UI Customization Capabilities
οƒ˜ Form Customization – Working with Tabs, Sections, Fields and Iframes
οƒ˜ Introduction to Application Event Programming
οƒ˜ Using Form and Field Events
Views and Advanced Views
οƒ˜ Public, Personal and System Views
οƒ˜ View Customizations – Common Tasks
οƒ˜ Advanced Views Customizations
οƒ˜ Types of Relationships
οƒ˜ Relationship Behaviour’s
οƒ˜ Creating Entity Relationships
οƒ˜ Entity Mapping
Form Scripting
οƒ˜ Client side scripting using Java Script
οƒ˜ Web API (New in CRM 2016)
Working with Web Resources
Extending MS Dynamics CRM
Ribbion Customizations
Sitemap Customization
οƒ˜ Event Execution Pipeline
οƒ˜ Developing Plugins
οƒ˜ Plugin Registration Tool
οƒ˜ Deploying Plugins
οƒ˜ Debugging Plugins
Custom Workflows
οƒ˜ Developing Custom Workflow Activities
οƒ˜ Deploying Custom Workflow Activities
οƒ˜ Debugging Custom Workflow Activities
οƒ˜ Ribbon work Bench tool
οƒ˜ XRM Tool Box


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