Microsoft Dynamics CRM Training & Certification Course

Installation and deployment

• Microsoft Dynamics CRM Overview

• Different types of Deployment (Online, On-Premise and Partner Hosted)

• Hardware and Software Requirements

• Installation of Dynamics CRM

• Installation and Configuration of Email Router

• Deployment Manager

• Reporting Configuration

• Organization Import and database Restore

• Upgrade lower version to Higher Version

• Database Structure

• Language Pack Installation

• Roll up Installations

Microsoft Dynamics CRM applications

•     Applications Overview Navigation
•     Working with the Application
•     Working with Records
•     Quick Find and Multi-entity search
•     Marketing, Sales, and Service: Overview, Lifecycle with multiple domains, real-time examples
•     Sales Module
  •     Sales Process Management
  •     Opportunity Management
  •     Sales Pipeline
  •     Reports & Dashboards
  •     Escalation Mechanism
•     Marketing Module
  •     Opportunity Management
  •     Sales Pipeline
  •     Reports & Dashboards
  •     Products
  •     Quotes
  •     Orders
  •     Invoices
•     Service Module
  •     Case management
  •     Service Scheduling
  •     Service Contracts
  •     Automated Routing & Queuing
  •     Products
  •     Quotes
  •     Orders
  •     Invoices
•     Customization
  •     By using xRM concepts, we develop new modules on top of CRM as per customer requirements

Customization and configuration

•     Entity Creation and Meta Data
•     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 behaviors
•     Sub Grids
•     Lookup Filtration
•     Web Resource (HTML, Image, etc.)
•     iFrame
•     View Customization (System Views, Personal Views)
•     Dashboard and Charts
•     Field Level Security
•     Calculated, Rollup Fields
•     Hierarchy View
•     Data Management (Import, Export, Re-import, Bulk record deletion)
•     Auditing
•     Templates (Email Templates)
•     Goal Management
•     Queue Management
•     Security (Users, Teams, Business Units, Roles, Hierarchy)
•     Timer Controls

Integration with Microsoft Dynamics CRM

•     MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
•     SSRS Integration
•     ASP .NET Integration
  •     CURD Operations
  •     Query Expressions
  •     Fetch XML
  •     Query by Attribute
•     SharePoint Integration
•     Outlook Offline Client Integration
•     SSIS Integration
•     Third Party Integration
•     Data Migration

Advanced technical-Extending CRM

•     Plugins
  •     MS CRM Plugin Architecture
  •     Development
  •     Registration
  •     Debugging
  •     Shared Variables
  •     Images
  •     Plugin 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

Microsoft Dynamics CRM Accelerators

        Configure and extend each accelerator to broaden marketing, sales and service capabilities

•     Portal Integration
  •     Allow customers to configure and expose any CRM entity to an external facing portal
  •     Implement Portal Integration Accelerator which easily connects Microsoft Dynamics CRM to an organization's web experience
  •     Configure and present any CRM entity to an external facing portal
•     Partner Relationship Management (PRM) Portal
  •     PRM is the migration of the Partner Relationship Management accelerator
  •     Implement PRM to manage, distribute sales, leads, opportunities across channel partners
  •     Use pre-built extensions for sales force automation functionality, including new data entities, workflow, and reports
  •     Manage Sales processes with channel partners through a centralized web portal, extend PRM to automate additional business processes
•     Customer Care Accelerator (CCA)
  •     CCA is the CRM 2011 version of the Customer Care Accelerator
  •     Setup CCA for CRM 2013
•     Pre-requisites
  •     Customer Care Accelerator for Microsoft Dynamics CRM 2011 from Microsoft marketplace
  •     MicrosoftDynamicsCRM2013UII.exe which you can download along with Microsoft Dynamics CRM 2013 Software Development Kit (SDK)
  •     Following are the prerequisites to install on the CCA desktop agent
    •     .NET Framework 4.0
    •     Windows Identity Foundation