Microsoft Dynamics CRM Training

Download as pdf or txt
Download as pdf or txt
You are on page 1of 12

MICROSOFT DYNAMICS CRM TRAINING

Learn to build and Customize Dynamics CRM With


the Microsoft Dynamics CRM Certification course

About Microsoft Dynamics CRM


Microsoft Dynamics CRM (Customer Relationship Management), developed
by Microsoft, handles an organisation’s interaction with existing and future
customers. Microsoft Dynamics CRM emphasises marketing, customer
relationship, and sales sectors. Through Microsoft Dynamics CRM, users can
grab the customer touchpoints like email appointments, interactions for
creating a single view of the customer. It helps you reduce time to market
and gain deep customer understandings that assist you in planning efficiently
and carrying it out perfectly. As per ziprecruiter.com, the average salary for a
Microsoft Dynamics CRM developer in the US is approximately $122K per
annum. Join our Microsoft Dynamics CRM online training to acquire a deep
understanding of Microsoft Dynamics CRM concepts

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved


Microsoft Dynamics CRM Certification Course
Key Features

25

20

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 2


Course Curriculum: https://mindmajix.com/microsoft-dynamics-crm-training
Course Duration: 25 Hours

About Mindmajix
MindMajix is an edTech company offering quality training to professionals
and corporates seeking skill upgrade. With more than 500 technology
training to our LMS, we aim to deliver an industry-demand curriculum
through live training and self-paced videos, Training Materials, Resume
formats, and On Job Support. We have trained close to 500k professionals
and more than 100 corporates winning impressive feedback.

Course Overview

Mindmajix Microsoft Dynamics CRM training helps to build your skills and
knowledge for a career as a Microsoft Dynamics CRM developer. You will
gain in-depth knowledge of CRM application modules, customization,
configuration, integration, deployment types, etc., and hands-on experience
in building and customizing Dynamics CRM through real-life projects.

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 3


Module 1: Installation and Deployment(MS CRM
Administration
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

Module 2: Microsoft Dynamics 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

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 4


Module 3: 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

Module 4: Configure Visualizations create Canva Apps

Configure a Canvas App


Develop complex expressions

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 5


Module 5: 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

Module 6: Microsoft Dynamics CRM 2016- Service


Management Details

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

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 6


Module 7 : Microsoft Dynamics CRM 2016- Service
Management Details
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

Module 8 : 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

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 7


Module 9 : 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
CURD Operations
Query Expressions
Fetch Xml
Query by Attribute
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

Module 10 : 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

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 8


Module 11 : Configure Power Automate
Configure a Flow
Configure actions to use Common Data Service connectors
Develop complex expressions

Module 12 : 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 for Conditions
Extending Workflows with Code

Module 13 : Implement Processes


Create and configure business process flows
Create and configure business rules

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 9


Module 14 : 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

Module 15 : Business Rules

Module 16 : Ribbon Customizations

Module 17 : Site Map Customizations

Module 18 : Create and maintain solutions


Configure solutions
Import and export solutions
Manage solution dependencies
Distribute solutions and patches

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved Page No. 10


Trusted By Companies Worldwide & 420K+ Learners

Successfully trained 120+ enterprises around the globe!

User Ratings on Dynamics CRM


Course
(4.5) (4.3)
Google Ratings Trust Pilot Score

(4.5)
Facebook Ratings

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved


JOIN US !

Mindmajix Online Training Portal


Over 410K+ Happy Students Still growing

https://mindmajix.com

Contact info

[email protected]

INDIA: +91-9246333245
USA : +1 917 456 8403

https://mindmajix.com © Mindmajix Technologies Inc. All Rights Reserved

You might also like