Dynamics Overview

A Customer Relation Management package developed by Microsoft, Microsoft Dynamics CRM is developed mainly to cater to the needs of sales, marketing and help desk areas.

Designed for server client application, this package supports web service interfaces extensively. For a sales professional or a business manager, it is quite precious to get a trained with Microsoft Dynamics CRM training.

Microsoft Dynamics CRM online training is intended  for professionals to save  their  time. Our online tutorials by expert faculty of our institute are reliable. Online training from our institute will make you efficient and you will be confident to enter into your profession. You will be encouraged by the amazing results in your profession after you receive an Online Microsoft Dynamics CRM tutorial.

We provide classroom training, corporate training and online corporate training for Microsoft Dynamics CRM, which greatly helps the corporate professionals and business professionals. The training course has two parts technical and functional.

In addition to providing the latest version of CRM that is of 2011, we also offer training for the previous version of CRM that is 2009. You will be experiencing an excellent updated knowledge with our real time faculty. This Microsoft Dynamics CRM Training is definitely a head away to your future business careers.

We provide Class Room Training at Hyderabad (Ameerpet) – India.

Functional

Category                  :   Functional

Duration                   :     30 Days

Timing                      :     Week Days: 1 – 2 hrs per day (OR) Weekends: 2 – 3 hrs per day

Method                     :     Online / Classroom Training Study

Material                    :     Softcopy

System Access      :     30 Days

Job Assurance       :    Placement Assistance

Extras                       :     Interview Questions & Answers will be covered along with course

MSCRM Basics

MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts , Activities

Sales & Marketing  Management

Lead Management
Opportunity Management
Product Management
Campaign Management
Marketing List Management
Quotes, Order, Invoice Management
Competitors and Goal Management
Sales Literature and Marketing Materials

Service Management

Case Management
Service Management
Contract Management
Knowledge Base Article Management

Business Management

Fiscal Year, Business Closures
Goal Metrics
Facilities and Equipment’s
Queue management (Configuring POP3, SMTP, Gmail)
Resource Group
Quota, Sales Territories, Site Management
Subjects, Connection & Relationship Roles.

Administration

System Settings, Server Settings
Business Unit, Security Roles creations.
Field Security Profiles
Team, User Creation
Access and Privileges
Auto Numbering, Languages Settings

Database Management

Data Imports
Data Maps
Templates of Data Imports
Duplicate Detection Settings, Rules, Jobs
Bulk Deletion

Customization& Solutions

Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1:N, N:1, N:N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import & Export Customization

Document Management

Document Management
Share point Document Locations
Components Management

Report Management

Dashboard Creations
Customizing Reports

Import and Exports of Reports

Customizing RDL files with Business Intelligence Studio (Basic)

Goal Management

Goal Audit Settings
Entity and Field Audit Settings
Audit Log Management
Audit Summary

Workflow Creations

Process Creations
Process Triggers, Loops, Branch, Chain
Process Export, Import and Publish
Workflow Rules

Course Snapshots

Marketing Automation in Microsoft Dynamics CRM 2011(80290A)

Module 1: Introduction

Benefits of Closed Loop Marketing
Creating and Using Marketing Lists
Marketing Campaigns and Quick Campaigns
Quick Campaigns
Introduction to Marketing Campaigns
Creating a Marketing Campaign
Creating and Using Campaign Templates
Importing Leads

Module 2: Implementing and Managing Marketing Campaigns

Campaigns, Campaign Activities and Marketing Lists
Creating and Using Email Templates
Sales Literature, Products and Price Lists
Distributing Campaign Activities
Capturing and Viewing Campaign Responses
Working with Campaign Responses

Module 3: Analysis, Reporting and Goals

Analyzing Marketing Information with Lists, Views and Charts
Working with Reports
Creating and Managing Marketing Goals
Creating Charts
Customizing and Working with Dashboards
Sales Management in Microsoft Dynamics CRM 2011 (80291A)

Module 1: Introduction

Overview of the Sales Process in Microsoft Dynamics CRM
Core Records in the Sales Process
Tracking Competitors and Managing Sales Literature
Working with Leads
Working with Opportunities
Sales Processes, Workflows and Dialogs

Module 2: Working with the Product Catalog

The Product Catalog and the Sales Process
Unit Groups
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists

Module 3: Sales Order Processing

The Microsoft Dynamics CRM Sales Order Process
Opportunities, Quotes, and the Sales Process
Working with Orders
Working with Invoices

Module 4: Analysis, Reporting and Goals

Analyzing Sales Information with Lists, Views and Charts
Working with Reports
Exporting Sales Information to Microsoft Office Excel
Creating and Managing Sales Goals
Creating Charts
Dashboards

Service Management in Microsoft Dynamics CRM 2011(80292A)

Module 1: Introduction

Getting Started with Service Management
Cases and the Service Management Process
Queues and Contracts in Service Management
Working with Cases in the Case Grid

Module 2: Working with Cases and Contracts

Creating Case Records
Working with Cases
Contracts and Contract Templates
Creating and Working with Contracts
Using Contracts with Cases

Module 3: Using the Knowledge Base

Article Templates
Creating, Approving and Publishing Articles
Using and Searching the Knowledge Base
Cases and Knowledge Base Articles

Module 4: Working with Teams and Queues

Introduction to Teams
Introduction to Queues
Creating and Managing Queues
Working with Queues and Queue Items
Using Workflows with Queues

Module 5: Analysis, Reporting and Goals

Service Management Reports
Service Management Charts and Dashboards
Goal Management for Service
Service Scheduling in Microsoft Dynamics CRM 2011 (80293A)

Module 1: Introduction

Service Scheduling Overview
Service Scheduling Scenarios
Service Scheduling Process
Working with Service Activities and the Service Calendar
Closing, Canceling, or Rescheduling a Service Activity
Using Charts and Reports to Analyze Service Activities

Module 2: Advanced Topics

Understanding the Service Activity Scheduling Engine
Resources, Services and Selection Rules
Incorporating Customer Preferences
Resource and Service Capacity Requirements
Understanding Sites and Same-Site Requirements

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles

Business Units
Managing Business Units
Security Features

Module 2: Configuring Users and Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities

Module 6: Customizing Relationships and Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions

Module 10: Configuring Solutions

olutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions

Technical 

Category                  :     Technical

Duration                   :     45 Days

Timing                      :     Week Days: 2 hrs per day (OR) Weekends: 3 hrs per day

Method                     :     Online / Classroom Training Study

Material                    :     Would be Shared

System Access      :     For 2 Months

Job Assurance      :   Placement Assistance

Extras                       :     Interview Questions & Answers will be covered along with course

Course Snapshot

  1. MSCRM Basics
  2. MSCRM Introduction
  3. MSCRM Architecture, Layers and Technology
  4. MSCRM Basic Navigations
  5. Accounts, Contacts , Activities

 

Customization& Solutions

Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1:N, N:1, N:N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import & Export Customization

Report Management

Dashboard Creations
Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Web services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Components Management

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles

Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

Module 2: Configuring Users and Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions
Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities

Module 6: Customizing Relationships and Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions

Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)

Module 1: Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Components
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Office Outlook
Microsoft Dynamics CRM E-mail Router
Microsoft SQL Server 2008
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Microsoft SharePoint
Internet Information Services
Active Directory
Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning the Installation

Planning the Microsoft Dynamics CRM Deployment
Privileges for the Installation User
Supported Server Technologies
Hardware Requirements
Software Requirements
Active Directory and Microsoft Dynamics CRM 2011
Securing Network Traffic
Microsoft Dynamics CRM Offerings
Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

Microsoft Dynamics CRM Server Architecture
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM 2011 Server
Installation Troubleshooting
Post-Installation Tasks
Install Microsoft Dynamics CRM using the Command Line
Sample Data

Lab : Istall Microsoft Dynamics CRM 2011 Server

Lab : Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Microsoft Dynamics CRM 2011 Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Installing Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Reporting Authoring Extension
Lab : Install Reporting Extensions

Module 5: Installing and Deploying the E-mail Router

Understanding the E-mail Router
Install the E-mail Router and Rule Deployment Wizard
Configure the E-mail Router
Set Up a Forward Mailbox
Deploy Inbox Rules
Approve E-mail Addresses
Install the E-mail Router on Multiple Computers
Troubleshooting
Discussion – E-mail Router
Lab : Install the E-mail Router
Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview
Installation Requirements
Deployment Methods
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User E-mail Settings
Installing Microsoft Dynamics CRM for Outlook using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Lab : Offline Capability

Module 7: Configure an Internet Facing Deployment

Overview of Claims-Based Authentication
General Requirements
Certificates
Install Active Directory Federation Services 2.0
Configure AD FS 2.0
Configure Claims-Based Authentication
Configure Internet-Facing Deployment

Module 8: Upgrading to Microsoft Dynamics CRM 2011

Upgrade Considerations
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

Redeploying Microsoft Dynamics CRM
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Importing Organizations
Manage Servers
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components

Extending Microsoft Dynamics CRM 2011 (80295A)

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
Organization 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 2011
Query Expression
QueryByAttitude
LINQ Queries
FetchXML
Filtered Views
OData
Execute Method
Requests and Responses
Using the MetadataService Web Service
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 4: Implementing Business Processes

Objectives
Introduction
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
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

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 2011
Summary
Test Your Knowledge
Quick Interaction: Lesson Learned
Solutions
Lab : Creating a Plug-in

Module 6: Application Event Programming

Objectives
Introduction
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
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 7: Client Extensions

Objectives
Introduction
Customizing the Site Map
Customizing the Ribbon
URL Addressable Forms and Views
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 8: Web Resources

Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

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