Microsoft Dynamics CRM Training

(5.0)
| 150 Enrolled

Mindmajix Microsoft Dynamics CRM Training deals with Customer engagement solutions which help companies deliver exceptional customer satisfaction, creating long-term relationships based on knowledge and trust.

Why This Course?

Avg. Salary for Microsoft Dynamics CRM Developer: $97,072 PA
Microsoft Dynamics CRM has a market share of about 9.9%
Used by top industries across various business Verticals. Ex: Nigel Frank International Limited, LIFE TIME FITNESS INC, Tribridge etc.

Live Interactive training by Certified & industry expert Trainers
On Demand Dedicated Cloud lab access
Learning Management System (LMS) access
24x7 teaching assistance and support
Fast-track / Regular / Weekend Batches

Book your Free Demo
*choose your convenient time

Key features

30 hours of Instructor Led Training
Lifetime Access to Recorded Sessions
Practical Approach
24/7 Support
Expert & Certified Trainers
Real World use cases and Scenarios

What are the objectives and learning outcomes of this course?

Microsoft Dynamics CRM course deals with Customer engagement solutions that aid enterprises to deliver exceptional customer satisfaction, creating long-term relationships based on knowledge and trust. The course curricula include:

CRM Customization and Configuration
Installation and Deployment
Web services
ISV/Plugins
Extending Microsoft Dynamics
Report Management

The training explores each topic through the lens of a real-world example application. With plenty of examples, tips, and clear explanations, you’ll master many advanced aspects of Microsoft Dynamics CRM.

Who should do this course?

As such there are no prerequisites for learning Microsoft Dynamics CRM. However, with a number of opportunities in the field, the following job roles will get benefited from this course:

IT Professionals
Software Developers
Microsoft users
End user
Aspirants aiming for a career in the prospective field.

What projects are included in this course?

An in-depth knowledge of an Microsoft Dynamics CRM project ensures all the critical components are well-covered. With this knowledge, you can increase your visibility and enhance your efficiency in drawing real connections among different components of Microsoft Dynamics CRM. We will also provide the complete material covering all the aspects of this project.

Lessons

+
MSCRM Basics

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

+
Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units And Security Roles

Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

Module 2: Configuring Users And Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions
Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities

Module 6: Customizing Relationships And Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

Module 7: Customizing Forms, Views And Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions

+
Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)

Module 1: Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Components
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Office Outlook
Microsoft Dynamics CRM E-mail Router
Microsoft SQL Server 2008
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Microsoft SharePoint
Internet Information Services
Active Directory
Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning The Installation

Planning the Microsoft Dynamics CRM Deployment
Privileges for the Installation User
Supported Server Technologies
Hardware Requirements
Software Requirements
Active Directory and Microsoft Dynamics CRM 2011
Securing Network Traffic
Microsoft Dynamics CRM Offerings
Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

Microsoft Dynamics CRM Server Architecture
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM 2011 Server
Installation Troubleshooting
Post-Installation Tasks
Install Microsoft Dynamics CRM using the Command Line
Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Microsoft Dynamics CRM 2011 Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Installing Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Reporting Authoring Extension
Lab : Install Reporting Extensions

Module 5: Installing And Deploying The E-Mail Router

Understanding the E-mail Router
Install the E-mail Router and Rule Deployment Wizard
Configure the E-mail Router
Set Up a Forward Mailbox
Deploy Inbox Rules
Approve E-mail Addresses
Install the E-mail Router on Multiple Computers
Troubleshooting
Discussion – E-mail Router
Lab : Install the E-mail Router
Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM For Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview
Installation Requirements
Deployment Methods
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User E-mail Settings
Installing Microsoft Dynamics CRM for Outlook using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Lab : Offline Capability

Module 7: Configure An Internet Facing Deployment

Overview of Claims-Based Authentication
General Requirements
Certificates
Install Active Directory Federation Services 2.0
Configure AD FS 2.0
Configure Claims-Based Authentication
Configure Internet-Facing Deployment

Module 8: Upgrading To Microsoft Dynamics CRM 2011

Upgrade Considerations
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

Redeploying Microsoft Dynamics CRM
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Importing Organizations
Manage Servers
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components

+
Extending Microsoft Dynamics CRM 2011 (80295A)

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 2011
Query Expression
QueryByAttitude
LINQ Queries
FetchXML
Filtered Views
OData
Execute Method
Requests and Responses
Using the MetadataService Web Service
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 4: Implementing Business Processes

Objectives
Introduction
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
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

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 2011
Summary
Test Your Knowledge
Quick Interaction: Lesson Learned
Solutions
Lab : Creating a Plug-in

Module 6: Application Event Programming

Objectives
Introduction
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
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 7: Client Extensions

Objectives
Introduction
Customizing the Site Map
Customizing the Ribbon
URL Addressable Forms and Views
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 8: Web Resources

Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Exam & Certification

How to get certified in Microsoft Dynamics CRM?

The Dynamics CRM Certification demonstrates proficiency in a specific module of a Microsoft Dynamics product by passing a Microsoft Specialist exam. The some of many exams are mentioned below:

Functional Application in Microsoft Dynamics Marketing
Microsoft Dynamics CRM Application
Microsoft Dynamics CRM Customization and Configuration
Microsoft Dynamics CRM Online Deployment

These certificates authenticate the overall understanding of the solution by the candidate. By opting for our well-structured training at Mindmajix, candidates can gain knowledge to enter the lucrative domain of Microsoft Dynamics CRM and earn the certification.

For more information regarding various types of certification available, please go through the Microsoft Dynamics CRM Certification and register through it.

Course Reviews

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Microsoft Dynamics CRM course was absolutely great. Instructor taught all the concepts thoroughly and he is very knowledgeable, clarified and answered all the questions. Started the course with the little knowledge and ended up with the expertise level. Overall it was a good experience with Mindmajix.

Divya Shetty

Hi everyone, the online training for Microsoft Dynamics CRM with Mindmajix is very flexible, I had a good support through out my course tenure and we had daily query sessions and real time explanations as the mentor was a real time employee. I am glad to say that my learning experience with Mindmajix was more than top-class.

Rachana Kanyal

I took my online training for Microsoft Dynamics CRM from Mindmajix. I must say the course content was highly reliable and the trainer covered even the slightest of concept. Sessions were assigned as per our own requirement. Overall, it was a good experience with Mindmajix. Thanks Mindmajix..

FAQs

+
Who Are The Trainers?

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics. Mindmajix verifies their technical background and expertise.

+
What If I Miss A Class?

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

+
How Will I Execute The Practical?

Trainer will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

+
If I Cancel My Enrollment, Will I Get The Refund?

If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

+
Will I Be Working On A Project?

The Training itself is Real-time Project Oriented.

+
Are These Classes Conducted Via Live Online Streaming?

Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

+
Is There Any Offer / Discount I Can Avail?

There are some Group discounts available if the participants are more than 2.

+
Who Are Our Customers?

As we are one of the leading providers of Live Instructor LED training, We have customers from USA, UK, Canada, Australia, UAE, Qatar, NZ, Singapore, Malaysia, India and other parts of the world. We are located in USA. Offering Online Training in Cities like

New York, New jersey, Dallas, Seattle, Baltimore, Houston, Minneapolis, Los Angeles, San Francisco, San Jose, San Diego, Washington DC, Chicago, Philadelphia, St. Louis, Edison, Jacksonville, Towson, Salt Lake City, Davidson, Murfreesboro, Atlanta, Alexandria, Sunnyvale, Santa clara, Carlsbad, San Marcos, Franklin, Tacoma, California, Bellevue, Austin, Charlotte, Garland, Raleigh-Cary, Boston, Orlando, Fort Lauderdale, Miami, Gilbert, Tempe, Chandler, Scottsdale, Peoria, Honolulu, Columbus, Raleigh, Nashville, Plano, Toronto, Montreal, Calgary, Edmonton, Saint John, Vancouver, Richmond, Mississauga, Saskatoon, Kingston, Kelowna, Hyderabad, Bangalore, Pune, Mumbai, Delhi, Dubbai, Doha, Melbourne, Brisbane, Perth, Wellington, Auckland etc…

ENROLL NOW

30 hours of Instructor Led Training

Lifetime Access to Recorded Sessions

Practical Approach

24/7 Support

Expert & Certified Trainers

Real World use cases and Scenarios

What are the objectives and learning outcomes of this course?

CRM Customization and Configuration
Installation and Deployment
Web services
ISV/Plugins
Extending Microsoft Dynamics
Report Management

Who should do this course?

As such there are no prerequisites for learning Microsoft Dynamics CRM. However, with a number of opportunities in the field, the following job roles will get benefited from this course:

IT Professionals
Software Developers
Microsoft users
End user
Aspirants aiming for a career in the prospective field.

What projects are included in this course?

Reviews

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Divya Shetty

+
MSCRM Basics

Course Snapshot

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

Customization & Solutions

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

+
Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units And Security Roles

Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

Module 2: Configuring Users And Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions
Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities

Module 6: Customizing Relationships And Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

Module 7: Customizing Forms, Views And Charts

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions

+
Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)

Module 1: Microsoft Dynamics CRM Components

Module 2: Planning The Installation

Module 3: Microsoft Dynamics CRM Server Installation

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Module 5: Installing And Deploying The E-Mail Router

Module 6: Microsoft Dynamics CRM For Microsoft Office Outlook

Module 7: Configure An Internet Facing Deployment

Module 8: Upgrading To Microsoft Dynamics CRM 2011

Module 9: Microsoft Dynamics CRM Deployment Manager

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components

+
Extending Microsoft Dynamics CRM 2011 (80295A)

Module 1: Extensibility Overview

Module 2: Common Platform Operations

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

Module 4: Implementing Business Processes

Module 5: Plug-Ins

Module 6: Application Event Programming

Module 7: Client Extensions

Objectives
Introduction
Customizing the Site Map
Customizing the Ribbon
URL Addressable Forms and Views
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 8: Web Resources

Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Reviews

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Divya Shetty

How to get certified in Microsoft Dynamics CRM?

The Dynamics CRM Certification demonstrates proficiency in a specific module of a Microsoft Dynamics product by passing a Microsoft Specialist exam. The some of many exams are mentioned below:

Functional Application in Microsoft Dynamics Marketing
Microsoft Dynamics CRM Application
Microsoft Dynamics CRM Customization and Configuration
Microsoft Dynamics CRM Online Deployment

For more information regarding various types of certification available, please go through the Microsoft Dynamics CRM Certification and register through it.

Reviews

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Divya Shetty

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Divya Shetty

5.0

5 Ratings

5 Star

4 Star

3 Star

2 Star

1 Star

Amar Gupta

Divya Shetty

No Data Found

Microsoft Dynamics CRM Training

Microsoft Dynamics CRM Training

Why This Course?

QUICK INFO

Recorded Video Learning

Live Online Training

Corporate Training

Key features

Lessons

Exam & Certification

Course Reviews

5.0

5 Ratings

Amar Gupta

Divya Shetty

Rachana Kanyal

FAQs

Reviews

5.0

5 Ratings

Amar Gupta

Divya Shetty

Reviews

5.0

5 Ratings

Amar Gupta

Divya Shetty

Reviews

5.0

5 Ratings

Amar Gupta

Divya Shetty

Course Reviews

5.0

5 Ratings

Amar Gupta

Divya Shetty

Rachana Kanyal

5.0

5 Ratings

Amar Gupta

Divya Shetty

RELATED COURSES

Related Articles

Related Articles

QUESTION