Microsoft Dynamics CRM Training

BY
Mindmajix Technologies

Mode

Online

Fees

₹ 11200 14000

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekdays, Weekends

Course and certificate fees

Fees information
₹ 11,200  ₹14,000
certificate availability

Yes

certificate providing authority

Mindmajix Technologies

The syllabus

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 

Microsoft Dynamic 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 

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

Configure visualizations Create Canvas Apps

  • Configure a Canvas App 
  • Develop complex expressions 

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 

Manage entities and data

  • 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 

Import and export data (Data Management OOB)

  • 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 

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 

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  
  • 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 
Asp. Net Integration with MS CRM
  • CURD Operations  
  • Query Expressions  
  • Fetch Xml 
  • Query by Attribute  

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 

Configure Power Automate

  • Configure a Flow 
  • Configure actions to use Common Data Service connectors 
  • Develop complex expressions

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 Conditions  
  • Extending Workflows with Code  

Implement processes

  • Create and configure business process flows 
  • Create and configure business rules 

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 

Business Rules

Ribbon Customizations

Site Map Customizations

Create and maintain solutions

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

Practice Test & Interview Questions

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