Embedded Files
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. In this program we cover all the modules Functional, Technical, Administrative required for implementing successful customer relationship management program. Our learning pack covers all the aspects and key requirements for a CRM process and integration with existing systems.
FOR FREE DEMO contact :
Email : raj@apex-online-it-training.com
Phone/WhatsApp : +91-(850) 012-2107
USA Number : 214-628-3894
Gtalk : raavi.sriraja@gmail.com
Blog: https://best-online-it-training-institute.blogspot.com
MS Dynamics Interview Questions and Answers, Recorded Video Sessions, Materials, Mock Interviews Assignments Will be provided
MS DYNAMICS COURSE CONTENT
(the course agenda can be modified as per your requirements):
MicroSoft CRM 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
MS 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
MS Dynamics CRM 2011 Installation and Deployment
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
Google Sites
Report abuse