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Microsoft Dynamic CRM

Microsoft Dynamics CRM is a capable and experienced Customer Relationship Management package. As said by Microsoft, CRM passes on a generally comprehensive perspective point of view of each client that empowers customer to delegates to settle on quickened and trade off about essential endeavours in the business, publicizing, and client organization fields.

In MDC –CRM training takes care of the full satisfaction of the customer and loyalty for business improvement. Additional, it helps the business extensions and Microsoft Dynamics is extremely specialized and is always getting the considerable demand over the field of the business. So, Gits Academy conducts the corporate training with the experience trainers that have high

What The Participants will learn in this training:

  • Learn the Working Functionality of Microsoft Dynamics CRM.
  • Different types of Deployment methods
  • How to create Entities Forms, Fields and Records.
  • Learn about Entity Relationship Model.
  • Describe about Activities, contacts, accounts, navigation.
  • How to build charts or dashboards that can be used to analyze data.

Why to choose Gits Academy for Microsoft Dynamics CRM Corporate Training?

Gits Academy conveyed a huge number of corporate trainings and we are considered as one of the best corporate training partner for Microsoft Dynamics CRM training. Gits Academy Faculty is best in preparing the training needs relating to Microsoft Dynamics CRM training. We have a pool of trainers who are very much experienced, confirmed, qualified for delivering training and are found to be the best in the business. Gits Academy delivers trainings on Microsoft Dynamics CRM over the globe. Our trainers have extensive experience in end-to-end Microsoft Dynamics CRM.

Who should attend this course?

Microsoft Dynamics CRM training is also for individual’s participants who want to build professional career in Microsoft dynamics CRM and also for working professionals. In this training we cover all the modules (Functional, Technical, and Administrative) required for implementing successful customer relationship management program in your enterprise or for your clients.

Microsoft Dynamics CRM 2013/2015 Course Content

Functional & Administration

  • 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)
  • Lead Management
  • Opportunity Management
  • Product Management
  • Quotes, Orders and Invoices
  • Goal Management
  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns
  • Services
  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts
  • 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
  • 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
  • Duplication Detection Settings, Rules and Jobs
  • Bulk Record Deletion
  • Data Maps and Imports
  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists

Microsoft CRM Technical 2013/2015

  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes
  • 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
  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping
  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations
  • Client side scripting using Java Script
  • Working with Iframes
  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs
  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions
  • The Event Execution Pipeline
  • Developing Plugins
  • Plugin Registration Tool
  • Deploying Plugins
  • Debugging Plugins
  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities
  • Settings
  • Email Configuration
  • Email Tracking in CRM
  • Settings
  • List Component
  • Server-Side Sync
  • Document uploading from CRM to SharePoint
  • Ribbon work Bench tool
  • XRM Tool Box
  • Role Based Views
  • Introduction to ADX Studio

COURSE OBJECTIVES

  • Working Functionality of Microsoft Dynamics CRM
  • Deployment methods
  • Entities Forms, Fields and Records
  • Entity Relationship Model
  • Activities, contacts, accounts, navigation
  • Build charts or dashboards that can be utilized to analyze data
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