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Ms Dynamics 365 CRM Technical Training

ms-dynamics-365-crm-technical-training

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J Jay
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69 views11 pages

Ms Dynamics 365 CRM Technical Training

ms-dynamics-365-crm-technical-training

Uploaded by

J Jay
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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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

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