Module 1: Introduction to CRM
ï?· Why CRM
o History of CRM
o Editions of CRM
o Deployment type & Licensing options
o XRM Framework
o OOB Features
ï?· Sale Module
ï?· Marketing Module
ï?· Service Module
ï?· Working with Dashboard
ï?· Working with Reports

Module 2
Configuring Dynamics CRM
ï?· Creating and managing Business Units, Users and Team
ï?· Privileges, Access Levels and Security Roles
ï?· Positions and Hierarchies
ï?· Creating and managing Security role
ï?· Auto Numbering, Language
ï?· System settings
ï?· Auditing

Business Managements
ï?· Sales, Sales Territories Facilities and Resource Groups
ï?· Working with multicurrency
ï?· System Queue and Custom Queue
ï?· Service and Business Closer
ï?· Subject
ï?· Connections

Data Management
ï?· Duplicate Detection settings rules and jobs
ï?· Bulk record Deletions
ï?· Data maps and Imports

Module 3:
MS CRM Entity Model
Customization concepts â?? Entity type and attributes
ï?· Filtered view
ï?· Creating custom view
ï?· Entity customization
ï?· Form customization
ï?· UI customization
ï?· Form customization- working with Tab Sections, Fields and Iframes
ï?· Using form and events
ï?· Mobile form

Relationship, View and Advance views
ï?· Types of relationship
ï?· Relationship behaviour
ï?· Creating Entity Relationships
ï?· Entity Mapping

Views and Advance Views
ï?· Public, Personal and System Views
ï?· View Customizations â?? Common Tabs
ï?· Advanced Views Customization

Form Scripting
ï?· Client-side scripting
ï?· Working with Libraries

Module 4: Extending Dynamics CRM
Intro to Extending Dynamics CRM
ï?· Introduction to Extending Dynamics CRM
ï?· XRM Platform
ï?· Why custom Development?
ï?· Different methods to extends CRM
ï?· Supported vs Unsupported version
ï?· How to use SDK
Working with Web Resources
ï?· Understanding web resources

ï?· Different types of web resource
ï?· Create web Resource
ï?· Use web resource of CRM customizations
Plugin
ï?· Understanding Event Execution Pipeline
ï?· Developing plugin
ï?· Deploy and Register plugin
ï?· Use plugin Registration Tool
ï?· Develop plugin for CRM online
Custom Workflow
ï?· Basic of custom workflow and dialog
ï?· Developing custom workflow
ï?· Use plugin Registration Tool
ï?· Develop custom workflow for CRM online
Ribbon Customization
ï?· How to use custom ribbon
ï?· Hide or Show buttons
ï?· Customizing using Ribbon workbench.
Module 5 : Basic of Report and SSRS
ï?· Basic of SSIS and SSRS
ï?· Create Reports and reports wizard
ï?· fetchXML report
ï?· SSRS Based projects