Microsoft Dynamics CRM-Technical Course Content

Category : MS-DYNAMICS
Course-
Id
: MS005
Course
Fees
: 15000/- INR
Course Duration : 40 hours
Description : Microsoft Dynamics CRM is a customer relationship management sot!are
pac"age #e$elope# %& Microsot' (ut o the %o)* the pro#uct ocuses mainl& on Sales* Mar"eting*
an# Ser$ice +help #es", sectors'
Designe# or ser$er client application* this pac"age supports !e% ser$ice interaces e)tensi$el&' -or
a sales proessional or a %usiness manager* it is .uite precious to get a traine# !ith Microsoft
Dynamics CRM training.
Course Snapshot
MSCRM /asics
MSCRM Intro#uction
MSCRM Architecture* 0a&ers an# 1echnolog&
MSCRM /asic Na$igations
Accounts* Contacts * Acti$ities

Customization& Solutions
Customi2ation o S&stem 3ntit&* Custom 3ntit&
3ntit& Creation* Attri%ute Creations
-orm Creation* Section* 1a%s* I rames*
Relationship +14N* N41* N4N,
5ie!s creation
1emplates creation +3mail* Contract* 6/,
7n#erstan#ing Solutions
Import 8 3)port Customi2ation
Report Management
Dash%oar# Creations
Customi2ing Reports
Import an# 3)ports o Reports
Customi2ing RD0 iles !ith /usiness Intelligence Stu#io +/asic,
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e! ser"ices
9lugin Registration 1ools
:riting an# Registering 9lugins
Deregistration o 9lugins
IS#$%lugins
9lugin Registration 1ools
:riting an# Registering 9lugins
Deregistration o 9lugins
Components Management
Microsoft Dynamics CRM &'(( Customization and Configuration )*'&+,-.
Module (: /usiness 0nits and Security Roles
/usiness 7nits
Managing /usiness 7nits
Securit& -eatures
0a% 4 Maintaining /usiness 7nits
0a% 4 Cop&ing an# Creating Roles
Module &: Configuring 0sers and Teams
7ser Management ($er$ie!
A##ing an# Maintaining 7ser Accounts
1eam Coniguration
0a% 4 Managing 7ser Accounts
0a% 4 Managing 1eams
Module 1: Customizing Microsoft Dynamics CRM 2"er"ie3
Customi2ation Metho#olog&
:ho can Customi2e Microsot D&namics CRM;
1&pes o Customi2ations
1&pes o Customi2ations < Solutions
0a% 4 Creating a Solution
Module ,: Customizing Fields
Customi2ation Concepts
-iel# Data 1&pes
-iel# 9roperties
Creating -iel#s
Creating (ption Sets
0a% 4 Creating a Custom -iel#
0a% 4 Creating an# 7sing a Separate (ption Set
Module 4: Customizing 5ntities
3ntit& Concepts
Mo#i&ing Custom 3ntities
0a% 4 Creating Custom 3ntities
0a% 4 Mo#i&ing 3ntities
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Module 6: Customizing Relationships and Mappings
1&pes o 3ntit& Relationships
Creating 3ntit& Relationships
3ntit& Mapping
0a% 4 Create a Manual N4N Relationship
0a% 4 Create a Mapping
Module 7: Customizing Forms8 #ie3s and Charts
/asic 7I Customi2ation Capa%ilities
5ie! Customi2ation ($er$ie!
Charts
-orm Customi2ation ($er$ie!
(ther -orm (%>ects
Creating Ne! -orms
9a! : 5ie! Customi2ation
9a! : Creating Charts
9a! : -orms Design
Module *: Configuring Field Security
-iel# Securit& Scope
-iel# Securit& an# (ther Securit& Metho#s
9a! : Creating an# 1esting a -iel# Securit& 9roile
9a! : Mo#i& -iel# Securit&
Module +: Configuring -uditing
3na%ling Au#iting
5ie!ing Au#it Data
Managing Au#it 9artitions
9a! : Conigure Au#iting
Module (': Configuring Solutions
Solutions Re$ie!
3)porting an# Importing 7nmanage# Solutions
3)porting an# Importing Manage# Solutions
9a! : 7nmanage# Solutions
9a! : 3)porting an# Importing Manage# Solutions
Microsoft Dynamics CRM &'(( Installation and Deployment )*'&+6-.
Module (: Microsoft Dynamics CRM Components
Microsot D&namics CRM Components
Microsot D&namics CRM Ser$er
Microsot D&namics CRM or (ice (utloo"
Microsot D&namics CRM 3-mail Router
Microsot S?0 Ser$er =00@
Microsot D&namics CRM Reporting 3)tensions
Microsot D&namics CRM 0anguage 9ac"s
Microsot Share9oint
Internet Inormation Ser$ices
Acti$e Director&
Internet -acing Deplo&ment an# Acti$e Director& -e#eration Ser$ices
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Module &: %lanning the Installation
9lanning the Microsot D&namics CRM Deplo&ment
9ri$ileges or the Installation 7ser
Supporte# Ser$er 1echnologies
Bar#!are Re.uirements
Sot!are Re.uirements
Acti$e Director& an# Microsot D&namics CRM =011
Securing Net!or" 1raic
Microsot D&namics CRM (erings
Microsot D&namics CRM =011 0icensing Mo#el
Module 1: Microsoft Dynamics CRM Ser"er Installation
Microsot D&namics CRM Ser$er Architecture
Components Installe# During Ser$er Setup
Microsot D&namics CRM :e%site
Re.uire# Installation Rights or Microsot D&namics CRM Ser$er
Install Microsot D&namics CRM =011 Ser$er
Installation 1rou%leshooting
9ost-Installation 1as"s
Install Microsot D&namics CRM using the Comman# 0ine
Sample Data
9a! : Install Microsoft Dynamics CRM &'(( Ser"er
9a! : 0oa# Sample Data
Module ,: Microsoft Dynamics CRM &'(( Reporting 5:tensions
Microsot D&namics CRM =011 Reporting ($er$ie!
Microsot D&namics CRM Reporting 3)tensions
Installing Microsot D&namics CRM Reporting 3)tensions
Microsot D&namics CRM Reporting Authoring 3)tension
9a! : Install Reporting 3)tensions
Module 4: Installing and Deploying the 5-mail Router
7n#erstan#ing the 3-mail Router
Install the 3-mail Router an# Rule Deplo&ment :i2ar#
Conigure the 3-mail Router
Set 7p a -or!ar# Mail%o)
Deplo& In%o) Rules
Appro$e 3-mail A##resses
Install the 3-mail Router on Multiple Computers
1rou%leshooting
Discussion < 3-mail Router
9a! : Install the 3-mail Router
9a! : Conigure the 3-mail Router
Module 6: Microsoft Dynamics CRM for Microsoft 2ffice 2utloo;
Microsot D&namics CRM or (utloo" ($er$ie!
Installation Re.uirements
Deplo&ment Metho#s
Install Microsot D&namics CRM or (utloo"
Conigure Microsot D&namics CRM or (utloo"
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Conigure 7ser 3-mail Settings
Installing Microsot D&namics CRM or (utloo" using the Comman# 0ine
7sing Microsot D&namics CRM or (utloo" !ith (line Capa%ilit&
9a! : Install Microsot D&namics CRM or (utloo"
9a! : (line Capa%ilit&
Module 7: Configure an Internet Facing Deployment
($er$ie! o Claims-/ase# Authentication
Ceneral Re.uirements
Certiicates
Install Acti$e Director& -e#eration Ser$ices ='0
Conigure AD -S ='0
Conigure Claims-/ase# Authentication
Conigure Internet--acing Deplo&ment
Module *: 0pgrading to Microsoft Dynamics CRM &'((
7pgra#e Consi#erations
7pgra#e 9rocess 9hases
9hase 1 < 9repare to 7pgra#e
9hase = < 3sta%lish the 1est 3n$ironment
9hase A < 7pgra#e an# 5ali#ate the 1est 3n$ironment
9hase 4 < 7pgra#e an# 5ali#ate the 9ro#uction Deplo&ment
9erorm an In-place 7pgra#e o Microsot D&namics CRM 4'0 Ser$er
9erorm a Migration 7pgra#e o Microsot D&namics CRM 4'0 Ser$er
9erorm a Connect to 3)isting Deplo&ment 7pgra#e o Microsot D&namics CRM 4'0 Ser$er
7pgra#ing the Microsot D&namics CRM 4'0 3-mail Router
9lanning the 7pgra#e o Microsot D&namics CRM 4'0 or (utloo"
7pgra#ing Microsot D&namics CRM 4'0 or (utloo"
Module +: Microsoft Dynamics CRM Deployment Manager
Re#eplo&ing Microsot D&namics CRM
Deplo&ment A#ministrators
Create a Ne! (rgani2ation
Manage 3)isting (rgani2ations
Importing (rgani2ations
Manage Ser$ers
Conigure Access rom the Internet
7p#ate :e% A##resses
5ie! 0icense Inormation
7pgra#e the Microsot D&namics CRM 3#ition
0a% 4 Duplicate A#$enture :or"s C&cles (rgani2ation
Module (': <igh -"aila!ility 2ptions
Install Microsot D&namics CRM Ser$er on Multiple Computers
Net!or" 0oa# /alancing
Clustering Microsot S?0 Ser$er
Bigh-a$aila%ilit& (ptions or (ther Supporting Components
5:tending Microsoft Dynamics CRM &'(( )*'&+4-.
Module (: 5:tensi!ility 2"er"ie3
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(%>ecti$es
Intro#uction
3)tensi%ilit& 9latorm an# -eatures
Securit& Mo#el
/usiness Mo#el
/usiness 0ogic
/usiness 3ntit& Components
Data Access Components an# 9latorm
Belpul S"ills
Resources
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
Module &: Common %latform 2perations
(%>ecti$es
Intro#uction
:C- :e% Ser$ices
Disco$er& Ser$ice
3arl& $ersus 0ate-/in#ing
3arl&-/oun# 3ntit& Class
0ate-/oun# 3ntit& Class
(rgani2ation Ser$ice
Authentication an# Authori2ation
3ntit& Inormation
:or"ing !ith Data 1&pes
7sing the Create Metho#
7sing the Retrie$e Metho#
7sing the 7p#ate Metho#
7sing the Delete Metho#
7sing the Retrie$eMultipleMetho#
Summar&
1est Your 6no!le#ge
Solutions
9a! : &=(: Creating 9eads
Coal Description
Nee# a 0ittle Belp;
Step %& Step
Step %& Step
9a! :&=(: -ccount Management -pplication
Coal Description
Nee# a 0ittle Belp;
Step %& Step
Step %& Step
Module 1: >uerying Data and 5:ecuting 2perations
(%>ecti$es
Intro#uction
?uer&ing in Microsot D&namics CRM =011
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?uer& 3)pression
?uer&/&Attitu#e
0IN? ?ueries
-etchEM0
-iltere# 5ie!s
(Data
3)ecute Metho#
Re.uests an# Responses
7sing the Meta#ataSer$ice :e% Ser$ice
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
Module ,: Implementing /usiness %rocesses
(%>ecti$es
Intro#uction
($er$ie! o :or"lo!
($er$ie! o Dialogues
Setting up Custom :or"lo! Acti$it& Assem%lies
Demonstration4 Coniguring a Custom :or"lo! Acti$it&
Creating Custom :or"lo! Acti$ities
De%ugging Custom :or"lo! Acti$ities
Creating an# Mo#i&ing :in#o!s :or"lo! -oun#ation +EAM0 :or"lo!s,
Demonstration4 Mo#i&ing an 3)isting :or"lo! in 5isual Stu#io =010
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
Module 4: %lug-ins
(%>ecti$es
Intro#uction
($er$ie! o 9lug-ins
3$ent -rame!or"
9lug-in Isolation* 1rusts an# Statistics
De$eloping 9lug-ins
Impersonation in 9lug-ins
3ntit& Classes an# 9lug-ins
Register an# Deplo& 9lug-ins
De%ugging 9lug-ins
:in#o!s A2ure Integration !ith Microsot D&namics CRM =011
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0esson 0earne#
Solutions
9a! : Creating a 9lug-in
Module 6: -pplication 5"ent %rogramming
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(%>ecti$es
Intro#uction
7sing Gscript 0i%raries
-orm an# -iel# 3$ents
-orm 1&pes
-orm 3$ent Ban#ler 3)ecution Conte)t
Setting 3$ent Depen#encies
9ass 9arameters
7sing /est 9ractices in :riting Client-Si#e Co#e
De%ugging Client-Si#e Co#e
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
Module 7: Client 5:tensions
(%>ecti$es
Intro#uction
Customi2ing the Site Map
Customi2ing the Ri%%on
7R0 A##ressa%le -orms an# 5ie!s
Summar&
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
Module *: e! Resources
(%>ecti$es
Intro#uction
($er$ie! o :e% Resources
:e% Resource Management
Reerencing :e% Resources
1est Your 6no!le#ge
?uic" Interaction4 0essons 0earne#
Solutions
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