Microsoft Dynamics CRM Training

Course Snapshot

MSCRM Basics
MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts, Activities

Customization & Solutions

Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1:N, N:1, N:N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import & Export Customization

Report Management

Dashboard Creations
Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Web Services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy
Components Management

Introduction to Customization and Configuration in MS CRM

• Customisation or Development & Introduction or Entity Customisation.
• Learn: How to Create a Solution and publisher

Configuring CRM, Business Units, Customizing Entities, Teams and Users

• Entity Customization Concepts.
• Create a Custom Entity.
• Additional Entity Properties.
• Modifying the Configuration of an Entity. 

Learn:

• Create Custom Entities 
• Create a Custom Activity Entity

Building a Security Model in Microsoft Dynamics CRM 2016

• Introduction to Business Units.
• Overview of Security Roles.
• User Management Overview.
• Team Management Overview, Teams and Sharing.
• Manage Security Roles for Users and Teams.
• Field Security. Access Team Templates. Auditing Overview  

Learn:

• How to Configure Security Roles 
• How to Configure User Access
• Configure Field Security
•  Create and Configure an Access Team Template

Introduction to CRM Solutions
CRM Entity/Field Customization
Additional Field Customization

Customising Charts and Dashboards 

• Create and Modify Charts.
• Export and Import Charts.
• Create and Modify Dashboards. 

Learn: How to Create a Custom Chart & how to Create Create a Dashboard

Relationships

• Types of Entity RelationshipsCreate
• Entity Relationships1:N Relationship
• BehaviorField Mappings in 1:N
• RelationshipsConnections and Connection Roles. 

Learn how to Create New Relationships Lab : Customize Relationship Mappings

Customizing Forms

• Form Customisation Overview.
• Create and Modify Forms.
• Quick Create and Quick View Forms.
• Manage Multiple Forms. Mobile Clients. 

Learn: How to Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.

Business Rules Configuring
Views and Visualizations

View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views. Learn how to Modify a Quick Find View & Create Custom Views

Introduction to Business Processes

Business Process Flows  and how to create a Multi-Entity Business Process Flow

NEW IN CRM 2016 CUSTOMISATION! 

• Next generation search to make Search simpler, and faster! 
• Document management improvements. 
• Solution enhancements. 
• Interactive Service Hub including Multi-stream and Single-stream Dashboards. 
• External Party Access enhancements to the CRM API and SDK. 
• App-to-app deep linking. 
• Web Resources and IFRAME enhancements. 
• Data Performance Dashboard optimization recommendations. 
• Bulk Data Loader for CRM Online including recurring data import/export. 
• Modern web API enhancements including open industry standard OData v4.

Prepare to install Microsoft Dynamics CRM

• Install Microsoft Dynamics CRM Server
• Learn to Load Sample Data

Installation of Reporting Extension

Deployment Manager

Manage Microsoft Dynamics CRM with the Deployment Manager and learn to Duplicate the Adventure Works Cycles Organization.

Upgrade methods of Microsoft Dynamics CRM 2016

Email Management

• How to Install the Email Router 
• Install and Configure Server Side Synchronization

Install and Configure Microsoft Dynamics CRM for Outlook

How to Install Microsoft Dynamics CRM for Outlook & Learn Offline Capability

Maintain and Troubleshoot a Deployment and Configuring Tracing

Module 1: Extensibility Overview

Objectives
Introduction
Extensibility Platform and Features
Security Model
Business Model
Business Logic
Business Entity Components
Data Access Components and Platform
Helpful Skills
Resources
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 2: Common Platform Operations

Objectives
Introduction
WCF Web Services
Discovery Service
Early versus Late-Binding
Early-Bound Entity Class
Late-Bound Entity Class
Organization Service
Authentication and Authorization
Entity Information
Working with Data Types
Using the Create Method
Using the Retrieve Method
Using the Update Method
Using the Delete Method
Using the RetrieveMultipleMethod
Summary
Test Your Knowledge
Solutions

Lab : 2.1: Creating Leads

Goal Description
Need a Little Help?
Step by Step
Step by Step

Lab :2.1: Account Management Application

Goal Description
Need a Little Help?
Step by Step
Step by Step

Module 3: Querying Data And Executing Operations

• Objectives
• Introduction Querying in Microsoft Dynamics CRM 2016
• Query Expression, QueryByAttitude, LINQ Queries
• FetchXML
• Filtered Views
• OData
• Execute Method
• Requests and Responses
• Using the MetadataService Web Service

Module 4: Implementing Business Processes

• Objectives
• Overview of Workflow
• Overview of Dialogues
• Setting up Custom Workflow Activity Assemblies
• Demonstration: Configuring a Custom Workflow Activity
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
• Creating and Modifying Windows Workflow Foundation (XAML Workflows)
• Demonstration: Modifying an Existing Workflow in Visual Studio 2010

Module 5: Plug-Ins

• Objectives
• Introduction
• Overview of Plug-ins
• Event Framework
• Plug-in Isolation, Trusts and Statistics
• Developing Plug-ins
• Impersonation in Plug-ins
• Entity Classes and Plug-ins
• Register and Deploy Plug-ins
• Debugging Plug-ins
• Windows Azure Integration with Microsoft Dynamics CRM 2016

Module 6: Application Event Programming

• Objectives
• Introduction for Using Jscript Libraries
• Form and Field Events
• Form Types
• Form Event Handler Execution Context
• Setting Event Dependencies
• Pass Parameters
• Using Best Practices in Writing Client-Side Code
• Debugging Client-Side Code

Module 7: Client Extensions

• Objectives
• Introduction
• Customizing the Site Map
• Customizing the Ribbon
• URL Addressable Forms and Views

Module 8: Web Resources

• Objectives
• Introduction
• Overview of Web Resources
• Web Resource Management
• Referencing Web Resources

Customer Service in Microsoft Dynamics CRM 2016

• Introduction to Service Management
• Customer Scenarios 
• Customer Service Entities and Record Types

Case Management

• Creating Case Records 
• Understanding the Process Ribbon and Menu Options 
• Case Resolution, Canceling and Deleting 
• Assigning Case Records 
• Other Actions on Cases From Forms and Views 
• Working with the Subject Tree 
• Working with the Case List and Views 
• Learn: Case Resolution Processing, Creating a case, Associate a phone call with the case and Resolve the case

Knowledge Base

• Article Templates 
• Creating, Approving and Publishing Articles 
• Using and Searching the Knowledge Base 
• Cases and Knowledge Base Articles 
• Sending Knowledge Base Articles 
• Learn: Managing Knowledge Base Articles & Create, Submit, and Publish a Knowledge Base Article.

Queue Management

• Learn to Create a New Public Queue for Incoming Questions

Customer Service Analysis

• Customer Service Reports 
• Customer Service Charts and Dashboards 
• Customer Service Goals and Metrics 
• Learn : Goals and Goal Metrics & Modify a Goal Metric to Include in-Progress Cases

Schedule a Service by Using a Same-Site Requirement 

Field Services

New in CRM 2016

• New interactive service hub dashboards and forms help you prioritize workloads 
• Use of pre-formatted Excel templates to quickly create Excel documents directly from CRM. 
• One click easy generation of documents from CRM using role based pre-defined Word templates. 
• Next generation Cortana integration for service teams. 
• Interactive generation of HTML in emails.

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