MICROSOFT DYNAMICS CRM 365 Introduction to Microsoft Dynamics CRM What is CRM ? What is Microsoft Dynamics CRM 365 ? History of Microsoft Dynamics CRM. Deployment Types. Comparison with other CRM’s in the Market. Out of Box Features (OOB Concepts). ADMIN MODULE Sales Module Lead Management. Opportunity Management. Product Management. Quotes, Orders and Invoices. Goal Management. Marketing Module Marketing Lists. Campaigns. Sales Literature. Quick Campaigns. Service Module Services. Service Calendar. Case Management. Knowledge Base. Contracts. Field Service Module Project Services Module Activity Feeds Working with Dash Boards Creating and publishing Dashboards. Working with Reports Creating reports using reporting wizard. Creating reports using SQL Server Data Tools. Understanding the difference between Online and On-Premise Reports. Process Driven UI Accessing CRM from Outlook Administration, Settings & Configuration Administration & Security Creating and managing Business Units, Users and Teams. Privileges, Access Levels and Security Roles. Positions & Hierarchies. Creating and managing Security Roles. Auto Numbering, Languages System Settings. Auditing. Settings & Configuration 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. Subjects. Connections. 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. Workflows & Real Time Workflows Business Process Flows Business Rules Dialogs Basic and Advanced Customizations in MS CRM Entity Model Customization Concepts – Entity Types and Attributes. Filtered Views. Creating Custom Entities and Attributes. CLASSIC (DEVELOPMENT MODULE) Entity Customization Form Customizations. UI Customization Capabilities. Form Customization – Working with Tabs. Sections, Fields and Iframes Introduction to Application Event Programming. Using Form and Field Events. Mobile Forms. Relationships, Views and Advanced Views Types of Relationships. Relationship Behaviour’s. Creating Entity Relationships. Entity Mapping. Views and Advanced Views Public, Personal and System Views. View Customizations – Common Tasks. Advanced Views Customizations. Processes (Workflows & Dialogs) Overview of Workflow. Creating Workflows steps through Workflow Design. Overview of Dialogs. Creating Dialog Pages, Prompt and Response. Working with Input Parameters in Dialogs. Form Scripting Public, Personal and System Views. View Customizations – Common Tasks. Advanced Views Customizations. Ribbon Customizations Creating & Hiding Ribbon Elements. Enabling & Disabling Ribbon Elements. LIGHTNING Introduction to Solutions Managed & Unmanaged Solutions. Importing & Exporting Solutions. Plugins The Event Execution Pipeline. Developing Plugins. Plugin Registration Tool. Deploying Plugins. Debugging Plugins. Custom Workflows Developing Custom Workflow Activities. Debugging Custom Workflow Activities. Microsoft CRM – Outlook Integration Settings. Email Configuration. Email Tracking in CRM. Tools Ribbon work Bench tool. XRM Tool Box. Role Based Views Introduction.