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 Overview (What’s New Features in Dynamic CRM 2013)

2. Installation steps and CRM Admin

? Hardware and Software requirements

? Setting up CRM Server Steps

? CRM Tools

? Introduction On Primes, Online and Partner hosted

3. Configuration

A. CRM Securities

? Roles

? Privileges

? Creating New Users

? Setting Manager

? Creating Business Unit

? Team Management

B. Auditing, Duplicate Detection and Data Import and Export

? Enable Auditing Globally in CRM 2013 System

? How to Use Audit Trails in Microsoft CRM 2013

? Duplicate Detection & Merging Records in Microsoft Dynamics CRM

? Microsoft Dynamics CRM 2013 – Dynamic Worksheets in Excel

? Microsoft Dynamics CRM Data Import

C. Templates

? Email Templates

Expert in Microsoft Dynamic CRM

2013

Feature

? Contract Templates

? Knowledge base Articles

? Subject

? User Personal Settings

4. Application

A. 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

B. Sales Force Automation

? Product Catalog

? Discount List

? Unit Group

? Product

? Price List

? Opportunity

? Quotes

? Order

? Invoice

? Competitor

Expert in Microsoft Dynamic CRM

? Sales Literature

C. Service Automation

? Contract Template

? Knowledge base Articles

? Service Calendar

? Contract

? Contract line

? Case

4. Customization

A. Form Customization

? New Forms

? Design forms

? Create attributes

? Modify existing attributes

? Validations

? Editing Form Left Navigation items

? Tabs

? Sections

? Headers

? Footers

Expert in Microsoft Dynamic CRM

B. Views Customization

? Advance find view

? User Personal View

? Associate View

? Saved Query

? User Query

? Filters on Views

? Connections in MS CRM 2013

C. 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

D. Multiple Forms and Security

? Form level Security in Microsoft Dynamics CRM 2013

? Determine Field Level Security Permissions in Microsoft Dynamics

? Microsoft Dynamics CRM 2013 – Multiple Role Based Forms

? Setting up CRM 2013 Mobile Express

E. Workflows

? Microsoft Dynamics CRM 2013 – Process Architecture

? Defining Scope using Workflows in Microsoft Dynamics CRM 2013

? Using the Workflow Process Step Editor in Microsoft Dynamics CRM

? Creating Child Workflows in Microsoft Dynamics CRM 2013

? CRM 2013 Using Workflows vs. Dialogs

CRM 2011

2013

Expert in Microsoft Dynamic CRM

F. Dialogs

? Working with Dialogs in Microsoft Dynamics CRM 2013

? Utilizing Dialogs in CRM 2013 for Record

G. Dashboards and Charts

H. CRM Out of Box Reports and Integrating with SSRS Custom Reports

5. Extending CRM

A. Integrations

? MSCRM Outlook Client Integration

? SharePoint Integration with MSCRM

B. 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

C. CRM SDK

? Create

? Update

? Retrieve

? Retrieve Multiple

? Delete

Expert in Microsoft Dynamic CRM

? Data Migration

D. Web Resources

? Client Script Scripting using Java Script

? Odata, JSon, REST Endpoint

E. Ribbon and Sitemap Customizations

6. Deployment – Solution Management

? Managed Solution

? Unmanaged Solution

? CRM Project Deployment

7. Certifications for Microsoft Dynamics CRM 2013