Microsoft Dynamics CRM 2013 Online Training

MICROSOFT DYNAMICS CRM 2013 Online Training course details:

Microsoft Dynamic CRM 2013

Installation, Configuration, Deployment, Customization,

Application and Extended CRM:

  1. MSCRM 2016 Overview
  2. Installation steps and CRM Admin
  • Hardware and Software requirements
  • Setting up CRM Server Steps
  • CRM Tools
  • Introduction On Primes, Online and Partner hosted
  1. Configuration
  • CRM Securities
  • Roles
  • Privileges
  • Creating New Users
  • Setting Manager
  • Creating Business Unit
  • Team Management
  1. Auditing, Duplicate Detection and Data Import and Export
  • Enable Auditing Globally in CRM 2016 System
  • How to Use Audit Trails in Microsoft CRM 2016
  • Duplicate Detection & Merging Records in Microsoft Dynamics CRM
  • Microsoft Dynamics CRM 2016 – Dynamic Worksheets in Excel
  • Microsoft Dynamics CRM Data Import
  1. Templates
  • Email Templates
  • Expert in Microsoft Dynamic CRM 2016 Feature
  • Contract Templates
  • Knowledge base Articles
  • Subject
  • User Personal Settings
  1. Application
  • Marketing Automation
  • Marketing list
  • Marketing list Members Member
  • Campaign
  • Campaign Activity
  • Quick Campaign
  • Distribute the Campaign Activity
  • Open the Campaign Activity (Email Message)
  • Promote to Response
  • Convert Campaign Response to Lead
  • Lead Qualification
  • Create Account Contact and Opportunity
  • CRM Activities
  • Sales Literature
  1. Sales Force Automation
  • Product Catalog
  • Discount List
  • Unit Group
  • Product
  • Price List
  • Opportunity
  • Quotes
  • Order
  • Invoice
  • Competitor
  • Expert in Microsoft Dynamic CRM
  • Sales Literature
  1. Service Automation
  • Contract Template
  • Knowledge base Articles
  • Service Calendar
  • Contract
  • Contract line
  • Case
  1. Customization
  2. Form Customization
  • New Forms
  • Design forms
  • Create attributes
  • Modify existing attributes
  • Validations
  • Editing Form Left Navigation items
  • Tabs
  • Sections
  • Headers
  • Footers
  1. Views Customization
  • Advance find view
  • User Personal View
  • Associate View
  • Saved Query
  • User Query
  • Filters on Views
  • Connections in MS CRM 2016
  1. Relationships
  • 1:N (one-to-many) Relationship
  • N:1 (many-to-one) Relationship
  • N:N (many-to-many) Relationships
  • Relationship Types
  • Cascading Rules
  • Adding Sub-Grids to Forms
  • Filtered Lookup Approaches in CRM
  1. Multiple Forms and Security
  • Form level Security in Microsoft Dynamics CRM 2016
  • Determine Field Level Security Permissions in Microsoft Dynamics
  • Microsoft Dynamics CRM 2013 – Multiple Role Based Forms
  • Setting up CRM 2013 Mobile Express.
  1. Workflows
  • Microsoft Dynamics CRM 2016 – Process Architecture
  • Defining Scope using Workflows in Microsoft Dynamics CRM 2016
  • Using the Workflow Process Step Editor in Microsoft Dynamics CRM
  • Creating Child Workflows in Microsoft Dynamics CRM 2016
  • CRM 2016 Using Workflows vs. Dialogs
  1. Dialogs
  • Working with Dialogs in Microsoft Dynamics CRM 2016
  • Utilizing Dialogs in CRM 2016 for Record
  1. Dashboards and Charts
  2. CRM Out of Box Reports and Integrating with SSRS Custom Reports

 

  1. Extending CRM
  2. Integrations
  • MSCRM Outlook Client Integration
  • SharePoint Integration with MSCRM
  1. Plug-in
  • Introduction to the Event Framework
  • Plug-in Development
  • Write a Plug-In
  • Understand the Data Context Passed to a Plug-In
  • Handle Exceptions in Plug-Ins
  • Impersonation in Plug-Ins
  • Register and Deploy Plug-Ins
  • Debug a Plug-In
  • Register a Plug-in Using the Plug-in Registration Tool
  • Register a Plug-in Assembly
  • Register the Plug-in for an Event
  1. CRM SDK
  • Create
  • Update
  • Retrieve
  • Retrieve Multiple
  • Delete
  • Expert in Microsoft Dynamic CRM
  • Data Migration.
  1. Web Resources
  • Client Script Scripting using Java Script
  • Odata, JSon, REST Endpoint
  1. Ribbon and Sitemap Customizations
  1. Deployment – Solution Management
  • Managed Solution
  • Unmanaged Solution
  • CRM Project Deployment
  1. Certifications for Microsoft Dynamics CRM 2016