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Microsoft Dynamics CRM 2013/2015 Course Content
Functional & Administration
Introduction to Microsoft Dynamics CRM 2013/2015
Dynamics product Stack
History of Microsoft Dynamics CRM
Editions in Microsoft Dynamics CRM
Deployment types & Licensing Options
Comparison with other CRM’s in the Market
XRM Framework
Out of Box Features (OOB Concepts)
Sales Module
Lead Management
Opportunity Management
Product Management
Quotes, Orders and Invoices
Goal Management
Marketing Module
Marketing Lists
Campaigns
Sales Literature
Quick Campaigns
Service Module
Services
Service Calendar
Case Management
Knowledge Base
Contracts
Activity Feeds
Working with Dash Boards
Working with Reports
Process Driven UI
Accessing CRM from Outlook
Introduction to Social Listening
Administration, Settings Configuration
Administration & Security
Creating and managing Business Units, Users and Teams
Privileges, Access Levels and Security Roles
Positions & Hierarchies
Creating and managing Security Roles
Auto Numbering, Languages
System Settings
Auditing
Settings & Configuration
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
Subjects
Connections
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
Workflows & Real Time Workflows
Business Process Flows
Business Rules
Dialogs
Microsoft CRM Technical 2013/2015
Basic and Advanced Customizations in MS Dynamics CRM
MS CRM Entity Model
Customization Concepts – Entity Types and Attributes
Filtered Views
Creating Custom Entities and Attributes
Entity Customization
Form Customizations
UI Customization Capabilities
Form Customization – Working with Tabs, Sections, Fields and
Iframes
Introduction to Application Event Programming
Using Form and Field Events
Mobile Forms
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 Iframes
Working with Web Resources
Report Wizard, Exporting Reports
Working with Dash Boards
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
Introduction to Solutions
Managed & Unmanaged Solutions
Importing & Exporting Solutions
Plugins
The Event Execution Pipeline
Developing Plugins
Plugin Registration Tool
Deploying Plugins
Debugging Plugins
Custom Workflows
Developing Custom Workflow Activities
Deploying Custom Workflow Activities
Debugging Custom Workflow Activities
Microsoft CRM – Outlook Integration
Settings
Email Configuration
Email Tracking in CRM
Microsoft CRM – SharePoint Integration
Settings
List Component
Server-Side Sync
Document uploading from CRM to SharePoint
Tools
Ribbon work Bench tool
XRM Tool Box
Role Based Views
Introduction to ADX Studio