MICROSOFT DYNAMICS CRM
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Microsoft Dynamics CRM Online Training Course Content
PART I – Overview
Introduction to Microsoft Dynamics 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
- Contracts
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
- Installing MUI Language Packs
Business Management
- Sites, Sales Territories, Facilities and Resource Groups
- Working with Multi Currency
- System Queues and Custom Queues
- Services and Business Closures
- Fiscal Year Settings and Quotas
- Subjects
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
- Entity Customization
Basic Form Customizations
- Basic UI Customization Capabilities
- Form Customization – Working with Tabs, Sections, Fields and IFrames
- 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
- Report Wizard, Scheduling and Exporting Reports
PART II – Extending MS Dynamics CRM
Workflows
- Overview of Workflow
- The Workflow Designer
- Creating Workflows through Workflow Designer
- Creating Custom Workflow Activities
- Debugging Custom Workflow Activities
Working with Site Map
Working with ISV. Config
Using the CRM Web Services
- CRM Service
- Discovery Service
- Metadata Service
Advanced Platform Operations
- Querying Data
- Query Expression
- Query by Attribute
- Filtered Views
- Dynamic Entities
- Execute Method
- Working with Request and Response
Form Scripting and Extensions (Java Script)
- Calling Web Services from java script
- Advanced topics, including from type considerations, cross-site scripting, using script for validation, and loading external script files
- Script examples
Plug-ins
- The event execution pipeline
- Details of the “IPluginExecutionContext” Interface
- Developing and Deploying plug-ins
- Debugging plug-ins