Microsoft Dynamics 365 Online Training
Microsoft Dynamics 365 makes use of cloud and comprises of Enterprise Resource Planning and Customer Resource Management. Its uniqueness in market of CRM along with its lead in usability and innovation makes it special. Extensibility and maximum flexibility can be attained using this model built by Microsoft, upon integration with whom makes it more powerful. The capabilities of both ERP, CRM are merged in applications that aid in working smoothly
across automation of service, finances, field service, operation.
Duration: 30hrs
Course Content:
Introduction to Microsoft Dynamics CRM 2016
- Deployment types & Licensing Option
- XRM Framework
Service Module
- Case Management
- Queue Management
- Contracts
- SLA
- Entitlements
- Automatic record creation and updating rules
Working with Dash Boards
Accessing CRM from Outlook
CRM 2016 Online & On Premise Deployment
Adding Users
- Adding various Services
- License comparisons
- Office 365 Dashboard
- Deployment Manager
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
- Themes
Settings & Configuration
- 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
MS CRM Entity Model
- Customization Concepts – Entity Types and Attributes
- 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
- 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 Web Resources
Business Process Flows
Business Rules
Mobile CRM
Processes(Workflows & Dialogs)
Overview of Workflow
- Creating Workflows steps through Workflow Designer
- Overview of Dialog
- Creating Dialog Pages, Prompt and Response
Introduction to Solutions
Managed & Unmanaged Solutions
- Importing & Exporting Solutions
- Clone a patch
- Clone Solution
- Upgrade Solution
SDK & Developer Resources
Plugins
- The Event Execution Pipeline
- Developing Plugins
- Plugin Registration Tool
- Deploying Plugins
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
- SharePoint overview
Tools
- Ribbon work Bench tool
- XRM Tool Box/Site Map Editor
Server Troubleshooting Tips
- Event Viewer
- MSCRM services
- IIS Manager
- Recommended settings in server
IFD Introduction