Microsoft Dynamic CRM Online Training

Name: Microsoft Dynamic CRM Training
Brand: IBM IT Solutions
Rating: 4.9 (643 reviews)

(5.0)

Microsoft Dynamics CRM training course offered by IBM IT Solutions helps to learn about customizing and configuring CRM features. IBM IT Solutions provides industry best Microsoft Dynamics CRM Training for the aspiring students who want to utilize Dynamic CRM to meet several demands related to services, sales and digital marketing. We conduct classes by industry expert real time trainers. Learner can learn this course from their home at their convenient time.

Microsoft Dynamics CRM course is best suitable for system admins, system integrators, implementation consultants, technical staff and support professionals who plan to install and deploy Microsoft Dynamics CRM and understand technical aspects and administrative functionality of Microsoft Dynamics CRM. There are no such prerequisites to learn this course but anyone associated with CRM would be more beneficial from this Dynamics CRM Online Course.

Course Content

Introduction to Microsoft Dynamics CRM

Dynamics product Stack
History of Microsoft Dynamics CRM
Deployment types
Comparison with other CRM’s in the Market
XRM Framework
Out of Box Features (OOB Concepts)

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
Articles
Contracts

Project Services Module

New module in Dynamics CRM 2016 – Overview

Field Service Module

New module in Dynamics CRM 2016 – Overview

Administration, Settings & Configuration

Security

Users
Teams
Security Roles
Business Units
Field Security Profiles
Access Teams

Business Management

Fiscal Year Settings
Business Closures
Sales Territories
Sites
Currencies
Facility\Equipment
Resource Groups
Subjects

Templates

Article Templates
Email templates
Document Templates
Contract Templates
Mail Merge Templates
Email Signature

Product Catalog

Families & Product
Price List
Unit Group
Discount Lists

Service Management

Queues
Routing Rule Sets
Subjects
Parent and child case settings
Automatic Record Creation and Update Rules
Service Level Agreement
Entitlements

Customizations

Customize the system
Publishers
Developer Resources
Themes
Solutions

Administration

Announcements
System Settings
Privacy Settings
System Notifications
Auto Numbering
Languages

Data Management

Duplicate Detection Settings
Duplicate Detection Rules
Duplicate Detection Jobs
Data Maps
Templates for Data Import
Imports

Auditing

Global Audit Settings
Entity and Field Audit Settings
Audit Summary View
Audit Log Management

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

CRM Automation Jobs

Business Process Flows
Workflows
Dialogs
Actions
Business Rules

Basic and Advanced Customizations

MS CRM Entity Model

Customization Concepts – Entity Types and Attributes

Filtered Views

Creating Custom Entities and Attributes

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

Views and Advanced Views

Public, Personal and System Views
View Customizations – Common Tasks
Advanced Views Customizations

Relationships

Types of Relationships
Relationship Behaviour’s
Creating Entity Relationships
Entity Mapping

Form Scripting

Client side scripting using Java Script
Web API (New in CRM 2016)

Working with Web Resources

Extending MS Dynamics CRM

Ribbion Customizations

Sitemap Customization

Plugins

Event Execution Pipeline
Developing Plugins
Plugin Registration Tool
Deploying Plugins
Debugging Plugins

Custom Workflows

Developing Custom Workflow Activities
Deploying Custom Workflow Activities
Debugging Custom Workflow Activities

Tools

Ribbon work Bench tool
XRM Tool Box

Why Microsoft Dynamic CRM

Microsoft Dynamics CRM Course Objectives

After completion of Microsoft Dynamics CRM Course a participant will be able to

Understand Microsoft Dynamics CRM
Learn sales module
Understand marketing module
Learn service module
Understand voice of customers
Understand project services module
Understand field service module
Work with administration, settings & configurations
Work with dashboards
Work with reports, CRM automation jobs
Understand basic and advanced customizations
Working with web resources

Our course makes an aspirant to better understand the concepts right from basics to advanced. We provide Microsoft Dynamic CRM training delivered by certified working professionals. Whether a learner is a fresher or a working employee on Microsoft product, our training will turn you to be successful in using CRM functions. We help you to build a better career in Microsoft Dynamics CRM. The course is intended for software professionals, system integrators, technical staff, experienced system admins and implementation consultants.

Features

30 Hours Online Live classes
Real Time Case Studies
Every Class will be Followed by Practical Assignments
Lifetime Access to Class Presentations, Class Recordings & Installation Guides
24x7 Online Support for Your Queries

Prerequisites to Learn Microsoft Dynamics CRM

Microsoft Dynamics CRM runs entirely on the Microsoft technology stack (ASP.NET, IIS, Microsoft Office, etc.). Therefore, you need a basic knowledge of ASP.NET and C #(or VB.NET). And also that you already need to have the Visual Studio software installed on your system.

Live Online Training

Live Functional and practical real-time demos
Schedule your sessions at your prefered timings
Instructor led training with practical lab sessions
Real time projects and certification guidance
24x7 Online Support for Your Queries

Corporate Training

Choose the best mode of training that suits your convenience, time, and budget from Self-Paced, Live Instructor-led Online, or Classroom modes
Engage in complete practical demonstration, discussions,and exercises based on real time use cases
Make a schedule that is convenient as per your work schedule and time zone
Gain industry insights during the training delivered by industry experts
Customize the course scope as per your project requirements

Job Support

Our IT Job Support task is to improve the skills of IT beginners and meet complex real-time project requirements. IBM IT Solutions supports and offers job support services in over 450 IT courses. If one of them is difficult to survive due to lack of technical possibilities, or have a new project for them, highlight the assigned work and write to us. We present our most skilled IT consultants to guide you through the best results in your work and deliver your deliverables.

203

Total reviews

4.4

Aggregate review score

100%

Course completion rate

Ramkumar

(4.4)

Thank you for providing an online training platform. I spoke with organizer Mr.Shrinivas from IBM IT Solutions team. He is awesome and provided answers in-detail to the queries asked.