Introductionto Microsoft Dynamics CRM
PART I – Applications in CRM
Sales Process
· Leads
· Opportunities
· Competitors
· Products
· Quotes, Orders and Invoices
Marketing
· Marketing Lists
· Campaigns
· Sales Literature
· Quick Campaigns
Service
· Services
· Service Calendar
· Cases
· Knowledge Base
PART II – Administration, Settings & Configuration
` Administration
· Creating and managing Business Units, Users and Teams
· Privileges, Access Levels and Security Roles
· Creating and managing Security Roles
· Auto Numbering and System Settings
Data Management
· Duplication Detection Settings, Rules and Jobs
· Bulk Record Deletion
· Data Maps and Imports
· Product Catalog
· Understanding the Product Catalog
· Unit Groups
· Adding Products
· Creating Price Lists
· Creating Discount Lists
PART III – Basic and Advanced Customizations in MS Dynamics CRM
Entity Customization
· Basic Form Customizations
· Basic UI Customization Capabilities
· Form Customization – Working with Tabs, Sections, Fields
· Introduction to Application Event Programming
· Using Form and Field Events
MS CRM Entity Model
· Customization Concepts – Entity Types and Attributes
· Creating Custom Entities and Attributes
Relationships, Views and Advanced Views
· Types of Relationships
· Relationship Behaviors
· Creating Entity Relationships
· Entity Mapping
Views and Advanced Views
· Public, Personal and System Views
· View Customizations – Common Tasks
· Advanced Views Customizations
Form Scripting
· Client side scripting using Java Script
· Working with I Frames
v Working with Web Resources
v Report Wizard, Scheduling and Exporting Reports
v Working with Dash Boards
PART IV – Extending MS Dynamics CRM
Processes (Workflows & Dialogs)
· Overview of Workflow
· Creating Workflows steps through Workflow Designer
· Overview of Dialogs
· Creating Dialog Pages, Prompt and Response
· Working with Input Parameters in Dialogs
Ribbon Customizations
· Creating & Hiding Ribbon Elements
· Enabling & Disabling Ribbon Elements
Working with Site Maps
Introduction to Solutions
· Managed & Unmanaged Solutions
· Importing & Exporting Solutions
CRM Web Services
· Introduction to Web Services
· Query Expression & Query Attribute
· Request & Response
Plugins
· The Event Execution Pipeline
· IPluginExecutionContext Interface
· Developing Plugins
· Deploying Plugins
· Debugging Plugins
Custom Workflows
· Developing Custom Workflow Activities
· Deploying Custom Workflow Activities
· Debugging Custom Workflow Activities
haviors
· Creating Entity Relationships
· Entity Mapping
Views and Advanced Views
· Public, Personal and System Views
· View Customizations – Common Tasks
· Advanced Views Customizations
Form Scripting
· Client side scripting using Java Script
· Working with I Frames
v Working with Web Resources
v Report Wizard, Scheduling and Exporting Reports
v Working with Dash Boards
PART IV – Extending MS Dynamics CRM
Processes (Workflows & Dialogs)
· Overview of Workflow
· Creating Workflows steps through Workflow Designer
· Overview of Dialogs
· Creating Dialog Pages, Prompt and Response
· Working with Input Parameters in Dialogs
Ribbon Customizations
· Creating & Hiding Ribbon Elements
· Enabling & Disabling Ribbon Elements
Working with Site Maps
Introduction to Solutions
· Managed & Unmanaged Solutions
· Importing & Exporting Solutions
CRM Web Services
· Introduction to Web Services
· Query Expression & Query Attribute
· Request & Response
Plugins
· The Event Execution Pipeline
· IPluginExecutionContext Interface
· Developing Plugins
· Deploying Plugins
· Debugging Plugins
Custom Workflows
· Developing Custom Workflow Activities
· Deploying Custom Workflow Activities
· Debugging Custom Workflow Activities