Microsoft Dynamics CRM Functional Training --------------------------------------------------------------- PART I – Microsoft Dynamics CRM functionality Introduction to Microsoft Dynamics CRM Sales Process • Leads • Opportunities • Competitors • Products • Quotes, Orders and Invoices • Goals Marketing • Marketing Lists • Campaigns and Quick Campaigns • Campaign Activities and Planning activities • Sales Literature • Quick Campaigns • Services • Service Calendar • Cases • Knowledge Base • Contracts and Contract Lines • Entitlements • Service Level Agreements (SLAs) • Service Scheduling in Dynamics CRM PART II – Administration, 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 Settings & Configuration • 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 • Connections • 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 • Using Deployment Manager • Redeploying Dynamics CRM PART III – Basic Customizations in MS Dynamics CRM Entity Customization • 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 Views and Advanced Views • Public, Personal and System Views • View Customizations – Common Tasks • Advanced Views Customizations Report Wizard, Scheduling and Exporting Reports Working with Dash Boards PART IV – Extending MS Dynamics CRM Processes(Workflows & Dialogs) • Overview of Workflow • Creating Workflows steps through Workflow Designer • Overview of Dialogs To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com. Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782

1. Training On
Microsoft Dynamics CRM Technical
Firoz Muhammed
firozct@gmail.com

2. Contents
 PART I – Microsoft Dynamics CRM functionality
 PART II - Administration, Settings & Configuration
 PART III - Basic Customizations in MS Dynamics CRM
 PART IV – Extending MS Dynamics CRM

3. PART I – Microsoft Dynamics CRM functionality

4. Sales Process
• Leads
• Opportunities
• Competitors
• Products
• Quotes, Orders and Invoices
• Goals

5. Marketing
Introduction to marketing in Dynamics CRM
• Marketing Lists
• Campaigns and Quick Campaigns
• Campaign Activities and Planning activities
• Sales Literature
• Quick Campaigns

6. Services
• Service Calendar
• Cases
• Knowledge Base
• Contracts and Contract Lines
• Entitlements
• Service Level Agreements (SLAs)
• Service Scheduling in Dynamics CRM

7. PART II – Administration, Settings & Configuration

8. 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

9. Settings & Configuration
• 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

10. Settings & Configuration …
• Connections
• Data Management
• Duplication Detection Settings, Rules and Jobs
• Bulk Record Deletion
• Data Maps and Imports
•

11. Managing Product Catalog
• Understanding the Product Catalog
• Unit Groups
• Adding Products
• Creating Price Lists
• Creating Discount Lists
• Using Deployment Manager
• Redeploying Dynamics CRM

12. PART III– Basic And Advanced Customizations

13. Entity Customization
• 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

14. Customizations Views, Reports And Dashboards
• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations
• Report Wizard, Scheduling and Exporting Reports
• Working with Dash Boards

15. PART IV – Extending Microsoft Dynamics CRM

16. Extending MS Dynamics CRM
Processes(Workflows & Dialogs)
• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs

17. Plugins And Custom Activities
Plugins
Understand Plugins.
Develop and deploy plugins
Custom Activities
Understand basics of custom workflow activities
Develop custom activities
Debug and deploy custom activities.

18. Thanks you..
Contact:
Firoz Muhammed
firozct@gmail.com