Microsoft Dynamics CRM Course Content
The Microsoft Dynamics CRM course curriculum is structured to streamline the learning process by a team of experts. You can find the complete course details in below-mentioned modules
Course Curriculum
Module 1: Installation and Deployment – MS CRM Administration
In this module, you will learn about the components used within a Microsoft Dynamics CRM deployment and also the software and hardware requirements which are required to deploy MS Dynamics CRM.
- Microsoft Dynamic CRM Overview
- Different types of Deployment (Online, On-Premise and Partner Hosted)
- Hardware and Software Requirements
- Installation of Dynamics CRM
- Deployment Manager
- Reporting Configuration
- Organization Import and database Restore
- Upgrade lower version to Higher Version
- Database Structure
- Language pack Installation
- Roll up Installations
Module 2: Microsoft Dynamics CRM Applications – MS CRM Functional
In this module, you will learn about the basic structure of Microsoft Dynamics CRM and how to navigate the system. You will gain a clear understanding of the entire sales process in Dynamics 365 and learn how to create marketing lists, campaigns, and automate marketing processes. You will master the Service life cycle with multiple domains and real-time examples.
- Overview
- Navigation
- Working with the Application
- Working with Records
- Quick Find and Multi-entity search
- Marketing, Sales and Service Overview
- Marketing, Sales and Service Life Cycle with different domains and real-time examples
Module 3: Integration with Microsoft Dynamics CRM
In this module, you will learn about the integration capabilities of Microsoft Dynamics CRM. You will be integrating the components of SSRS, ASP.NET, SharePoint and third party integration with MS Dynamics CRM through hands-on exercises. You will also learn to migrate data with MS CRM.
MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
- SSRS Integration
- ASP .NET Integration
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- CRUD Operations
- Query Expressions
- Fetch XMLQuery by Attribute
- SharePoint Integration
- Outlook Offline Client Integration
- SSIS Integration
- Third-Party Integration
- Data Migration
Module 4: Customization and Configuration
In this module, you will learn to customize and config MS Dynamics CRM through the best practices. You are going to create and configure fields, forms, relationships, views, charts, and more. Also, you’ll learn how to audit, add users, security settings, timer controls, and more through practical examples.
- Entity Creation and Metadata
- Field Creation (Includes all out-of-the-box Fields)
- Form Customizations (Multiple Forms, Role-based Forms, Quick View Form, Quick Create Form, Mobile Form, and Tablet Form).
- Relationships (1:N,N:N and N:N) and behaviours
- Sub Grids
- Lookup Filtration
- Web Resource (HTML, Image etc.)
I Frames - View Customization (System Views, Personal Views)
- Dashboard and Charts
- Field-level Security
- Calculated Fields
- Rollup Fields
- Hierarchy View
- Data Management (Import, Export, Reimport, Bulk record deletion )
- Auditing
- Templates (Email Templates)
- Goal Management
- Queue Management
- Security (Users, Teams, BusinessUnits, Roles, Hierarchy )
- Timer Controls
Module 5: Microsoft Dynamics CRM 2016 – Service Management Details
In this module, you will learn about tracking and managing customer activities. You will go through the concepts of plugins, workflows, business processes, sitemap customizations, and more in a step by step manner with real-time examples.
Plugins
- MS CRM Plugin Architecture
- Development
- Registration
- Debugging
- Shared Variables
- ImagesPlugin Messages
- Impersonation
- Plugin Constructors
- Offline Plugins
- Plugin Execution Order
- Handling Exceptions
- Synchronous vs. Asynchronous
Workflows
- Understanding Workflows Basics
- Understanding the trigger options with RT workflow
- Workflow Actions
- Real-Time Workflows
- Asynchronous Workflows
- Child Workflows
- On-Demand Workflows
- Custom Workflows
- Recursive Workflows
- Wait Conditions
- Extending Workflows with Code
Dialog
- Business Process
- Actions
- JavaScript
- Advanced JavaScript
- Business Rules
- Ribbon Customizations
- Site Map Customizations
- Solution Management
Module 6: Microsoft Dynamics CRM Accelerator
- Portal Integration
- Partner Relationship Management (PRM) Portal
- Customer Care Accelerator (CCA)
