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Course Duration: 40 Days Course Fees: |
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Installation and Deployment 1. Microsoft Dynamic CRM Over view 2. Different types of Deployment (Online , On- Premise and Partner Hosted) 3. Hardware and Software Requirements 4. Installation of Dynamics CRM 5. Installation and Configuration of Email Router 6. Deployment Manager 7. Reporting Configuration 8. Organization Import and database Restore 9. Upgrade lower version to Higher Version 10. Database Structure 11. Language pack Installation 12. Roll up Installations
Microsoft Dynamic CRM Applications 1. Overview 2. Navigation 3. Working with the Application 4. Working with Records 5. Quick Find and Multi-entity search 6. Marketing , Sales and Service Overview 7. Marketing , Sales and Service Life Cycle with different domains and real time examples
Customization and Configuration Topics Covered 1. Entity Creation and Meta Data 2. Field Creation (Includes all out-of-the-box Fields) 3. Form Customizations (Multiple Forms, Role based Forms, Quick View Form, Quick Create Form, Mobile Form and Tablet Form). 4. Relation Ships (1:N,N:N and N:N) and behaviors 5. Sub Grids 6. Lookup Filtration 7. Web Resource (HTML, Image etc.) 8. I Frames 9. View Customization (System Views, Personal Views) 10. Dashboard and Charts 11. Field level Security 12. Calculated Fields 13. Rollup Fields 14. Hierarchy View 15. Data Management (Import, Export, Reimport, Bulk record deletion ) 16. Auditing 17. Templates (Email Templates) 18. Goal Management 19. Queue Management 20. Security (Users,Teams,BusinessUnits,Roles,Hiararchy ) 21. Timer Controls
Integration with Microsoft Dynamics CRM 1. MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service) 2. SSRS Integration with MS CRM 3. Asp. Net Integration with MS CRM a. CURD Operations b. Query Expressions c. Fetch Xml d. Query by Attribute 4. SharePoint Integration with MS CRM 5. Outlook Offline Client Integration with MS CRM 6. SSIS Integration with MS CRM 7. 3 rd Party Integration with MS CRM 8. Data Migration with MS CRM
Advanced technical - Extending CRM 1. MS CRM Plugin Architecture 2. Development 3. Registration 4. Debugging 5. Shared Variables 6. Images 7. Plugin Messages 8. Impersonation 9. Plugin Constructors 10.Offline Plugins 11.Plugin Execution Order 12.Handling Exceptions 13.Synchronous vs. Asynchronous
Workflows 1. Understanding Workflows Basics 2. Understanding the trigger options with RT workflow 3. Workflow Actions 4. Real Time Workflows 5. Asynchronous Workflows 6. Child Workflows 7. On Demand Workflows 8. Custom Workflows 9. Recursive Workflows 10.Wait Conditions 11.Extending Workflows with Code
Dialog Business Process 3. Actions 4. JavaScript 5. Advance JavaScript 6. Business Rules 7. Ribbon Customizations 8. Site Map Customizations 9. Solution Management |
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