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CRM Dynamics training Course Content @ Ibase


1. CRM – Introduction and Purpose
2. Basic Introduction of Dynamics CRM and its History
3. Various deployment options available with Dynamics CRM
4. System Requirements – Pre Requisite for using Dynamics CRM
5. Architecture and Module Overview of Dynamics 365
6. Integrating Dynamics 365 with Other Environments
7. Feature Highlights

8. Important Entities
a) Lead
b) Opportunity
c) Account
d) Contact
e) Activity

9. Business Management Configurations
a) Fiscal Year Settings
b) Goal Metrics
c) Business Closures
d) Facilities/Equipment’s
e) Queues
f) Resource Groups
g) Sales Territories
h) Services
i) Sites
j) Subjects
k) Currencies
l) Connection Roles
m) Relationship Roles

10. Templates – Articles, Emails
11. Product Catalog

12. Service Management
a) Queues
b) Routing Rule Set
c) Automatic Record Creation and Update Rule
d) Subjects
e) Service Level Agreements
f) Entitlements
g) Service Configuration Settings
h) Embedded Knowledge Search

13. Mobile Offline Configuration
14. CRM Security Model:
a) Concept of CRM Security Model
b) Users and Teams
c) Privileges
d) Access Levels
e) Security Roles
f) Hierarchy Security

g) Hierarchy Types
h) Business Units
i) Access Team and Owner Team

15. System Configuration
a) Administration
b) Data Management
c) System Jobs
d) Auditing
e) Email Configuration

16. MSCRM Customization
a) Solution customization
 Solution Types
 Solution Creation
 Entity Create
 Attribute Creation
 Publisher creation
 Form Creation
 View Creation and Setup editable grid
 Entity Relationship
 Relationship Behavior
b) Business Rule
c) Web resource
d) Sitemap customization
e) Setup rest builder in MSCRM application
f) REST and SOAP API introduction
g) Crud operation using WEB API into CRM form from Webresource
h) Workflow (Synchronous, Asynchronous,Ondemand, Custom Workflow)
i) Dialog
j) Action(Create and call action from JavaScript )
k) BPF(Business Process Flow)
l) Console c# application for connect with MSCRM
m) Plug-in Development

17. Solution Deployment
a) Managed ,Unmanaged
b) Clone Patch
c) Clone Solution
d) Deployment Package
e) CICD introduction


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