- Microsoft Dynamic CRM Overview
- Different types of Deployment (Online, On- Premise and Partner Hosted)
- Hardware and Software Requirements
- Installation of Dynamics CRM
- Deployment Manager 6. Reporting Configuration
- Organization Import and database Restore
- Upgrade lower version to Higher Version
- Database Structure
- Language pack Installation
- Roll up Installations
- Home
- Mindmajix Technologies
- Courses
- Microsoft Dynamics CRM Training and Certification
Online
25 Hours
Quick facts
particular | details | ||
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekdays, Weekends
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Course and certificate fees
certificate availability
Yes
certificate providing authority
Mindmajix Technologies
The syllabus
Installation and Deployment (MS CRM Administration)
Microsoft Dynamic CRM Applications (MS CRM Functional)
- Overview
- Navigation
- Working with the Application
- Working with Records
- Quick Find and Multi-entity search
- Marketing, Sales and Service Overview
- Marketing, Sales and Service Life Cycle with different domains and real time examples
Customization and Configuration
- Create and configure a model-driven apps
- Create and configure entities
- Create and configure forms
- Create and configure views
- Create and configure fields
- Create and configure relationships
- Create and configure charts
- Create and configure dashboards
- Create and manage reports
- Configure auditing
- Configure calculated and rollup fields
- Configure hierarchical views
- Configure timer Control
- Create and configure (Iframes,webresource, HTML and images )
- Configure settings to meet minimal capabilities
- Configure out of the box and custom items to meet minimal capabilities specified
- Design site map
- Configure apps by using App Designer
Configure visualizations Create Canvas Apps
- Configure a Canvas App
- Develop complex expressions
Microsoft Dynamics CRM 2016 - Service Management Details
- Identify available templates in Dynamics 365
- Create email templates
- Create Excel templates
- Create Word templates
- Create and configure article and campaign templates
- Create contact templates
- Create article templates
Manage entities and data
- Modify an existing data model
- Create new or modify existing entity(s)
- Create new or modify existing relationships
- Create new or modify existing fields
- Create new or modify existing views
- Manage accounts and contacts and other entities
- Create and configure Common Data Services
Import and export data (Data Management OOB)
- Import data by using the import data wizard
- Export data from Dynamics 365
- Create data templates
- Choose file types to upload into system
- Identify source fields to Dynamics 365 Fields mapping
- Save mappings to template
- Import field translations Manage data
- Perform data clean-up
- Configure bulk record deletion
- Configure duplicate detection setting
- Implement data encryption
Implement security
- Configure security in Office 365
- Identify Office 365 Admin role assignments
- Add Users to security group administration Configure security settings
- Manage security roles
- Manage users
- Manage teams
- Create and manage field security profiles
- Configure hierarchy security
Integration with Microsoft Dynamics CRM
- MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
- SSRS Integration with MS CRM
- Asp. Net Integration with MS CRM
- SharePoint Integration with MS CRM
- Outlook Offline Client Integration with MS CRM
- SSIS Integration with MS CRM
- 3rd Party Integration with MS CRM 8. Data Migration with MS CRM
Asp. Net Integration with MS CRM
- CURD Operations
- Query Expressions
- Fetch Xml
- Query by Attribute
Plugins
- MS CRM Plugin Architecture
- Development
- Registration
- Debugging
- Shared Variables
- Images
- Plugin Messages
- Impersonation
- Plugin Constructors
- Offline Plugins
- Plugin Execution Order
- Handling Exceptions
- Synchronous vs. Asynchronous
Configure Power Automate
- Configure a Flow
- Configure actions to use Common Data Service connectors
- Develop complex expressions
Workflows
- Understanding Workflows Basics
- Understanding the trigger options with RT workflow
- Workflow Actions
- Real Time Workflows
- Asynchronous Workflows
- Child Workflows
- On Demand Workflows
- Custom Workflows
- Recursive Workflows
- Wait Conditions
- Extending Workflows with Code
Implement processes
- Create and configure business process flows
- Create and configure business rules
JavaScript
- Advance JavaScript
- Configure supporting components
- Create JavaScript
- Register an event handler
- Use the Web API from client scripting
- Apply business logic using client scripting
Business Rules
Ribbon Customizations
Site Map Customizations
Create and maintain solutions
- Configure solutions
- Import and export solutions
- Manage solution dependencies
- Distribute solutions and patches