Functional Training: Dynamics 365 Customer Engagement (CRM)

Course Intro

This course is designed for business analysts, testers and pre-sales consultants who want to get into Microsoft Dynamics CRM functional consultant role. The course will walk you through Dynamics CRM functionality to and system, administration, configuration and settings to Customizing CRM system using GUI.

Course Duration: 22 hours
Course Fee: Call for Price.

Job Opportunities

The demand for certified Dynamics CRM consultants are higher in the market. An 2-3 years experienced Dynamics CRM functional consultant can earn as much as $70k-90k on an average. This course on Dynamics CRM Sales will help you on the following job roles:

  • Sales and Marketing
  • Dynamics CRM Functional Consultant
  • Quality Analysts/ Testing Professionals
  • IT Business Analysts
  • Pre-sales Consultants
  • IT Managers

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 and Configuration

  • 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

Trainer Profile:

The trainer for this course has 7+ years experience in the IT industry and have development experience in technologies like C++, C# and Dynamics CRM. He carries around 4 years of experience in Dynamics CRM technology and have worked for MNCs like MphasiS, Capgemini, Wipro and Accenture. He has a passion for learning new technologies and training students on various domain.

For training inquiries please mail to training@magnifez.com or call +91 8008 048 446.