HMCS Max Bernays Pre-Deployment Brief (May 2024).pptx
Microsoft CRM Dynamics Online Training in India
1. United Global Soft
Call : +91 8099902123(IND)
+1-201-710-8393(USA)
Email : Info@Unitedglobalsoft.com
2. Introduction to Microsoft Dynamics 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
• Contracts
Email : Info@Unitedglobalsoft.com
3. Settings & 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
Installing MUI Language Packs
• Business Management
Sites, Sales Territories, Facilities and Resource
Groups
Working with Multi Currency
System Queues and Custom Queues
Services and Business Closures
Fiscal Year Settings and Quotas
Subjects
Email : Info@Unitedglobalsoft.com
4. 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
Entity Customization
Email : Info@Unitedglobalsoft.com
5. • Basic Form Customizations
Basic UI Customization Capabilities
Form Customization – Working with Tabs, Sections,
Fields and IFrames
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
Email : Info@Unitedglobalsoft.com
6. • Views and Advanced Views
Public, Personal and System Views
View Customizations – Common Tasks
Advanced Views Customizations
Report Wizard, Scheduling and Exporting
Reports
PART II – Extending MS Dynamics CRM
Workflows
• Overview of Workflow
• The Workflow Designer
• Creating Workflows through Workflow Designer
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
Email : Info@Unitedglobalsoft.com
7. Working with Site Map
Working with ISV. Config
Using the CRM Web Services
• CRM Service
• Discovery Service
• Metadata Service
Advanced Platform Operations
• Querying Data
• Query Expression
• Query by Attribute
• Filtered Views
• Dynamic Entities
• Execute Method
• Working with Request and Response
Email : Info@Unitedglobalsoft.com
8. Form Scripting and Extensions (Java Script)
• Calling Web Services from java script
• Advanced topics, including from type
considerations, cross-site scripting, using script
for
validation, and loading external script files
• Script examples
Plug-ins
• The event execution pipeline
• Details of the “IPluginExecutionContext”
Interface
• Developing and Deploying plug-ins
• Debugging plug-ins
Email : Info@Unitedglobalsoft.com
