Course Details

This is the complete CRM course on Micro Soft Dynamics 365 for both freshers and professionals who is trying to make a career in marketing especially in Customer Relationship Management.

This course is designed to provide job and interview skills and on the job improving skills to the students by JSV IT Solutions.  As the companies are increasingly opting to digitize their business processing, implementation of Dynamics 365 into their business process has been exponential. This course has detailed curriculum on both functional and technical/coding aspect of MS Dynamics 365.  The topics discussed in this course are :

Applications in CRM

Sales Process : Leads, Opportunities, Competitors, Products, Quotes, Orders and Invoices

Marketing: Marketing Lists, Campaigns, Sales Literature, Quick Campaigns

Service : Services, Service Calendar, Cases, Knowledge Base

Administration, Setting & Configuration  

                                                   Administration : Creating and managing Business Units, Users and Teams ,  Privileges, Access Levels  and Security Roles,  Creating and managing Security Roles,  Auto Numbering and System Settings

                        Data Management: Duplication Detection Settings, Rules and Jobs, Bulk Record Deletion, Data Maps and Imports, Product Catalogue, Understanding the Product Catalogue, Unit Groups, Adding Products, Adding Price Lists, Creating Price Lists, Creating Discount Lists

Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization : Basic Form Customizations, Basic UI Customization Capabilities, Form Customization – Working with Tabs, Sections, Fields, Introduction to Application Event Programming, Using Form and Field Events

MS CRM Entity Model :  Customization Concepts – Entity Types and Attributes, Creating Custom Entities and Attributes

Relationships, Views and Advanced Views :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 I Frames, Working with Web Resources ,   Report Wizard, Scheduling and Exporting Reports,  Working with Dash Boards

Extending MS Dynamics CRM

Processes (Workflows & Dialogs) : Overview of Workflow, Creating Workflows steps through Workflow Designer, Overview of Dialogs, Creating Dialog Pages, Prompt and Response, Working with Input Parameters in Dialogs

Ribbon Customizations: Creating & Hiding Ribbon Elements, Enabling & Disabling Ribbon Elements, Working with Site Maps

Introduction to Solutions: Managed & Unmanaged Solutions, Importing & Exporting Solutions

CRM Web Services:  Introduction to Web Services, Query Expression & Query Attribute, Request & Response

Plugins: The Event Execution Pipeline, IPluginExecutionContext Interface Developing Plugins, Deploying Plugins, Debugging Plugins

Custom Workflows: Developing Custom Workflow Activities, Deploying Custom Workflow Activities, Debugging Custom Workflow Activities