Online | Self-Paced | Corporate
Microsoft Dynamics CRM Training
Tekslate’s Microsoft Dynamics CRM training will make you an expert in creating business applications with customer-resource management (CRM) capabilities. Our training covers all the key requirements and aspects for a CRM process and existing systems. It will enable you to gain in-depth knowledge on concepts of Configuring, Implementing and Managing Marketing Campaigns, Sales Management in Microsoft Dynamics.
Curriculum
A complete index of
job-ready skills curated
to meet the industrial need.
Explore.
Microsoft CRM 2016 Customization and configuration
Introduction to Customization and Configuration in MS CRM
Customisation or Development & Introduction or Entity Customisation.
Learn: How to Create a Solution and publisher
Configuring CRM, Business Units, Customizing Entities, Teams and Users
Entity Customization Concepts.
Create a Custom Entity.
Additional Entity Properties.
Modifying the Configuration of an Entity.
Create Custom Entities
Create a Custom Activity Entity
Building a Security Model in Microsoft Dynamics CRM 2016
Introduction to Business Units.
Overview of Security Roles.
User Management Overview.
Team Management Overview, Teams and Sharing.
Manage Security Roles for Users and Teams.
Field Security. Access Team Templates. Auditing Overview
How to Configure Security Roles
How to Configure User Access
Configure Field Security
Create and Configure an Access Team Template
Introduction to CRM Solutions
CRM Entity/Field Customization
Additional Field Customization
Customizing Charts and Dashboards
Create and Modify Charts.
Export and Import Charts.
Create and Modify Dashboards.
Learn: How to Create a Custom Chart & how to Create Create a Dashboard
Relationships
Types of Entity RelationshipsCreate
Entity Relationships1: N Relationship
BehaviorField Mappings in 1: N
RelationshipsConnections and Connection Roles.
Customising Forms
Form Customisation Overview.
Create and Modify Forms.
Quick Create and Quick View Forms.
Manage Multiple Forms — mobile Clients.
Learn: How to Modify Form Layout and Add Fields Lab: Create a Role-Based Form for the Competitor entity.
Business Rules Configuring
Views and Visualizations
View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views. Learn how to Modify a Quick Find View & Create Custom Views
Introduction to Business Processes
Business Process Flows and how to create a Multi-Entity Business Process Flow
NEW IN CRM 2016 CUSTOMISATION!
Next generation search to make Search simpler, and faster!
Document management improvements.
Solution enhancements.
Interactive Service Hub including Multi-stream and Single-stream Dashboards.
External Party Access enhancements to the CRM API and SDK.
App-to-app deep linking.
Web Resources and IFRAME enhancements.
Data Performance Dashboard optimization recommendations.
Bulk Data Loader for CRM Online including recurring data import/export.
Modern web API enhancements including open industry standard OData v4.
Microsoft Dynamics CRM 2016 Installation and Deployment
Prepare to install Microsoft Dynamics CRM
Install Microsoft Dynamics CRM Server
Deployment Manager
Manage Microsoft Dynamics CRM with the Deployment Manager and learn to Duplicate the Adventure Works Cycles Organization.
Upgrade methods of Microsoft Dynamics CRM 2016
Email Management
How to Install the Email Router
Install and Configure Server-Side Synchronization
Install and Configure Microsoft Dynamics CRM for Outlook
How to Install Microsoft Dynamics CRM for Outlook & Learn Offline Capability
Maintain and Troubleshoot a Deployment and Configuring Tracing
Extending Microsoft Dynamics CRM 2016
Module 1: Extensibility Overview
Objectives
Introduction
Extensibility Platform and Features
Security Model
Business Model
Business Logic
Business Entity Components
Data Access Components and Platform
Helpful Skills
Resources
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Module 2: Common Platform Operations
Objectives
Introduction
WCF Web Services
Discovery Service
Early versus Late-Binding
Early-Bound Entity Class
Late-Bound Entity Class
Organisation Service
Authentication and Authorization
Entity Information
Working with Data Types
Using the Create Method
Using the Retrieve Method
Using the Update Method
Using the Delete Method
Using the RetrieveMultipleMethod
Summary
Test Your Knowledge
Solutions
Lab : 2.1: Creating Leads
Goal Description
Need a Little Help?
Step by Step
Step by Step
Lab :2.1: Account Management Application
Goal Description
Need a Little Help?
Step by Step
Step by Step
Module 3: Querying Data And Executing Operations
Objectives
Introduction Querying in Microsoft Dynamics CRM 2016
Query Expression, QueryByAttitude, LINQ Queries
FetchXML
Filtered Views
OData
Execute Method
Requests and Responses
Using the MetadataService Web Service
Module 4: Implementing Business Processes
Objectives
Overview of Workflow
Overview of Dialogues
Setting up Custom Workflow Activity Assemblies
Demonstration: Configuring a Custom Workflow Activity
Creating Custom Workflow Activities
Debugging Custom Workflow Activities
Creating and Modifying Windows Workflow Foundation (XAML Workflows)
Demonstration: Modifying an Existing Workflow in Visual Studio 2010
Module 5: Plug-Ins
Objectives
Introduction
Overview of Plug-ins
Event Framework
Plug-in Isolation, Trusts and Statistics
Developing Plug-ins
Impersonation in Plug-ins
Entity Classes and Plug-ins
Register and Deploy Plug-ins
Debugging Plug-ins
Windows Azure Integration with Microsoft Dynamics CRM 2016
Module 6: Application Event Programming
Objectives
Introduction for Using Jscript Libraries
Form and Field Events
Form Types
Form Event Handler Execution Context
Setting Event Dependencies
Pass Parameters
Using Best Practices in Writing Client-Side Code
Debugging Client-Side Code
Module 7: Client Extensions
Objectives
Introduction
Customising the Site Map
Customising the Ribbon
URL Addressable Forms and Views
Module 8: Web Resource
Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Microsoft Dynamics CRM 2016 - Service Management Details
Customer Service in Microsoft Dynamics CRM 2016
Introduction to Service Management
Customer Scenarios
Customer Service Entities and Record Types
Case Management
Creating Case Records
Understanding the Process Ribbon and Menu Options
Case Resolution, Canceling and Deleting
Assigning Case Records
Other Actions on Cases From Forms and Views
Working with the Subject Tree
Working with the Case List and Views
Learn: Case Resolution Processing, Creating a case, Associate a phone call with the case and Resolve the case
Knowledge Base
Article Templates
Creating, Approving and Publishing Articles
Using and Searching the Knowledge Base
Cases and Knowledge Base Articles
Sending Knowledge Base Articles
Learn: Managing Knowledge Base Articles & Create, Submit, and Publish a Knowledge Base Article.
Queue Management
Learn to Create a New Public Queue for Incoming Questions
Customer Service Analysis
Customer Service Reports
Customer Service Charts and Dashboards
Customer Service Goals and Metrics
Learn: Goals and Goal Metrics & Modify a Goal Metric to Include in-Progress Cases
Schedule a Service by Using a Same-Site Requirement
Field Services
New in CRM 2016
New interactive service hub dashboards and forms help you prioritise workloads
Use of pre-formatted Excel templates to quickly create Excel documents directly from CRM.
One clicks easy generation of documents from CRM using role-based pre-defined Word templates.
Next generation Cortana integration for service teams.
Interactive generation of HTML in emails.
We have made a tailored curriculum covering the latest industry-ready concepts to serve every individual’s learning desires.
We bring you the best learning experience by delivering all our training sessions practical. Following are the few use cases we shall discuss during the training.
1. What are the Microsoft Dynamics CRM Training course objectives?
After the completion of the Microsoft Dynamics CRM Training, a participant will be able to
Understand Entities Forms, Fields and Records
Defining Permissions and Privileges
Execute Deployment methods
Entity-Relationship Model
Activities, contacts, accounts, navigation
Managing Security Hierarchy
Work on Functionalities of Microsoft Dynamics CRM
Configuring Emails and Managing Teams
Build charts or dashboards that can be utilised to analyse data
2. Why should you learn Microsoft Dynamics CRM?
On average, a Microsoft Dynamics CRM professional earns USD 143,500 per year.
Due to an increase in market demand, Microsoft Dynamics CRM professionals are getting high salaries compared to professionals working on other technologies.
Many top multinational companies are hiring Microsoft Dynamics CRM Professionals.
They are numerous job opportunities available for Microsoft Dynamics CRM professionals around the world.
3. Who should attend the Microsoft Dynamics CRM training?
Experienced system administrators
Software Release Managers
Novice
System integrators
Implementation consultants
Technical staff
4. What are the prerequisites for learning Microsoft Dynamics CRM?
Having basic knowledge of customer relationship management (CRM) is enough to learn MS Dynamics CRM.
5. What projects are included in this Microsoft Dynamics CRM course?
The tutor will take care of handling the projects. You will also get an opportunity to work on two real-time projects during this training which will help you in clearing the Microsoft Dynamics CRM Certification Exam.
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Duration |
One-on-one Session |
Support |
Resources |
Time |
Fee |
Live Online. |
30 Hours |
Yes |
24x7 |
Additional tips from the trainer |
30 July 2024, 07:00 AM 03 August 2024, 08:00 AM |
Self-Paced |
30 Hours |
No |
Weekdays & Working Hours |
Accessible through LMS |
At your convenience |
Schedules Doesn't Suit You ?
Our Team can set up a batch at your convinient time.
Customized training options
Tailored curriculum to fit your project needs.
Practical exposure is assured.
We have got everything covered for any IT upgrade for your organization. We are one click away.
Have questions? We’ve got the answers. Get the details on how you can grow in this course.
1. Who are the trainers?
We have a strong team of professions who are experts in their fields. Our trainers are highly supportive and render a friendly working environment to the students positively stimulating their growth.
2. What if I miss a class?
We will share you the missed session from our recordings. We at Tekslate maintains a recorded copy of each live course you undergo.
3. How will I execute the practical?
Our Trainers will provide the student with the Server Access ensuring practical real-time experience and training with all the utilities required for the in-depth understanding of the course.
See if this course is a fit for you by joining us for an online info session. You’ll meet our team, get an overview of the curriculum and course objectives, and learn about the benefits of being a student at Tekslate
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