Microsoft Dynamics CRM 2016 Technical Consultant Training

Course Intro

This course is designed for developers and programmers who want to get into Microsoft Dynamics CRM technical consultant role. This course will walk you through the basics of Dynamics CRM from the functionality to customizing vanilla CRM platform to extending using writing code.

Course Duration: 30 hours
Course Fee: Call for Pricing.

Course Contents

This course covers the syllabus for following Dynamics CRM certifications and exams:

Exam MB2-713 – Microsoft Dynamics CRM 2016 Sales
Exam MB2-714 – Microsoft Dynamics CRM 2016 Customer Service
Exam MB2-712 – Microsoft Dynamics CRM 2016 Customisation and Configuration
Exam MB2-704 – Microsoft Dynamics CRM Application
Exam MB2-707 – Microsoft Dynamics CRM Customisation and Configuration

PART I – Introduction to Microsoft Dynamics CRM 2016

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

Sales Management in Dynamics CRM

• Lead Management
• Opportunity Management
• Product Management
• Quotes, Orders and Invoices
• Goal Management

Marketing Management

• Marketing Lists
• Campaigns
• Sales Literature
• Quick Campaigns

Service Management

• Services
• Service Calendar
• Case Management
• Knowledge Base
• Contracts

Activity Feeds 

Working with Dash Boards 

Working with Reports 

Process Driven UI 

Introduction to Social Listening 

PART II – 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 Product Catalog
• Unit Groups
• Adding Products
• Creating Price Lists
• Creating Discount Lists

Workflows & Real Time Workflows

Business Process Flows

Business Rules

Dialogs

PART III – Basic and Advanced Customizations in MS Dynamics CRM

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
• Mobile Forms

Relationships, Views and Advanced Views

• Types of Relationships
• Relationship Behaviors
• Creating Entity Relationships
• Entity Mapping

Views and Advanced Views

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

Form Scripting

• Client side scripting using Java Script
• Working with Iframes

Working with Web Resources

Report Wizard, Exporting Reports

Working with Dash Boards

PART IV – Extending MS Dynamics CRM

Processes (Workflows & Dialogs)

• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs
• Creating Dialog Pages, Prompt and Response
• Working with Input Parameters in Dialogs

Ribbon Customizations

• Creating & Hiding Ribbon Elements
• Enabling & Disabling Ribbon Elements

Introduction to Solutions

• Managed & Unmanaged Solutions
• Importing & Exporting Solutions

Plugins Development

• The 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