Microsoft Dynamics
MS DYNAMICS 365 CRM
TECHNICAL TRAINING
Module 1 : Manage Solutions
Plan For Customization
Define CRM; differentiate configuration, customization, extending, and development;
Solutions Management
Understand the benefits of solutions, creating solutions, exporting managed and
unmanaged solutions, importing solutions, describing default solutions, specifying a
publisher, working with multiple solutions, describing solution components
Module 2 : Manage security
Understand Security Concepts
Describe business units, describe Microsoft Dynamics CRM security features, identify
privileges and access levels for security roles, describe security role interaction with
business units
Manage Access
Create and maintain users, manage security roles for users and teams.
Work With FIeld-Level Security
Identify entities for which field-level security is available, create field security profiles,
define field permissions, add field permissions, assign field security profiles to users
and teams
Manage Auditing
Enable entity-level auditing, enable field-level auditing
Module 3 : Customize entities
Create Custom Entities
Describe entity customization concepts; create custom entities; config ure display
names, plural names and schema names; configure entity ownership; create custom
activity entities; set primary fields
Manage Custom Entities
Configure entity properties, modify custom entities; delete custom entities; identify
dependencies
Module 4 : Customize fields
Create And Maintain FIelds
Describe field customization concepts, create fields, describe ways new fields can be
created, delete custom fields
Configure FIeld Properties
Identify field data types; identify field display formats; configure the requirement level
field property; audit and field security field properties; identify properties that can be
changed for existing fields
Manage Special FIelds
Configure local and global option sets, configure status and status reason fields,
describe dependencies, create calculated fields.
Module 5 : Manage Relationships
Describe Entity Relationships
Identify different relationship types; describe one-to-many,
many-to-many and manual many-to-many relationships; describe many-to-many
relationships.
Module 6 : Customize forms
Understand Form Customizations
Describe tab and section structure; add form fields; add sub-grids; add activity and
notes controls; add other components and controls.
Create And Edit Forms
Copy existing forms or create new forms, configure quick create forms, create quick
view forms
Module 7 : Customize View
Work With System Views
Differentiate between public and personal views; describe view columns and view
filtering; configure multi-entity search; identify associated views; configure lookup
views; configure quick find views
Create And Configure Custom Views
Copy existing views, create custom views, build queries, add fields to views, arrange
fields, configure field properties, sort fields, set the default public view, disable views,
delete views
Module 8: Configure business rule
Create And Manage Business Rules
Identify use cases for business rules; create business rules; configure business rule
conditions; apply AND/OR, IF…ELSE, IF…THEN logic in business rules; identify business
rule actions; enable business rules for forms
Module 9: Implementing Processe
Overview Of Workflow
Creating Workflows through Workflow Designer
Overview of custom workflow
Module 10 : Working with data & Customization
Overview Of FetchXML
Overview Of Odata Query
Use FetchXML To Fetch Data From CRM
Update Data In CRM
Use Odata Query To Fetch Data From CRM
Module 11 : Plugin and custom workflow development.
Steps For Creating Plugins/workflow.
Plugin Registration Process.
Overview Of Plug-Ins
The Event Execution Pipeline
Deploying Plugins
Debugging Plugins
Module 12 : Application Event Programming
Client-Side Scripting Using Java Script
Working With Web Resources
Module 13 : Working with XRM tool box
Overview
How To Connect With CRM
Use 5 Common Plugins
Module 14 : Email configuratio
Email Server Creation
Mailbox Enable And Tests.
Queue Creation
Configuration
