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Microsoft Dynamics CRM Online Training Course Content

PART I – Overview

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

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

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

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

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

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

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