Microsoft CRM Dynamics Online Training in India,Microsoft CRM Dynamics Online Training in USA,Microsoft CRM Dynamics Online Training in UK,Microsoft CRM Dynamics Online Training in Germany

1. United Global Soft
Call : +91 8099902123(IND)
+1-201-710-8393(USA)
Email : Info@Unitedglobalsoft.com

2.  Introduction to Microsoft Dynamics CRM
 Sales Process
 • Leads
 • Opportunities
 • Competitors
 • Products
 • Quotes, Orders and Invoices
 Marketing
 • Marketing Lists
 • Campaigns
 • Sales Literature
 • Quick Campaigns
 Service
 • Services
 • Service Calendar
 • Cases
 • Knowledge Base
 • Contracts
Email : Info@Unitedglobalsoft.com

3.  Settings & Configuration
 • Administration
 Creating and managing Business Units, Users and
Teams
 Privileges, Access Levels and Security Roles
 Creating and managing Security Roles
 Auto Numbering and System Settings
 Installing MUI Language Packs
 • 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 and Quotas
 Subjects
Email : Info@Unitedglobalsoft.com

4.  Data Management
 Duplication Detection Settings, Rules and
Jobs
 Bulk Record Deletion
 Data Maps and Imports
 • Product Catalog
 Understanding the Product Catalog
 Unit Groups
 Adding Products
 Creating Price Lists
 Creating Discount Lists
 Entity Customization
Email : Info@Unitedglobalsoft.com

5.  • Basic Form Customizations
 Basic UI Customization Capabilities
 Form Customization – Working with Tabs, Sections,
Fields and IFrames
 Introduction to Application Event Programming
 Using Form and Field Events
 • MS CRM Entity Model
 Customization Concepts – Entity Types and
Attributes
 Creating Custom Entities and Attributes
 • Relationships, Views and Advanced Views
 Types of Relationships
 Relationship Behaviors
 Creating Entity Relationships
 Entity Mapping
Email : Info@Unitedglobalsoft.com

6.  • Views and Advanced Views
 Public, Personal and System Views
 View Customizations – Common Tasks
 Advanced Views Customizations
 Report Wizard, Scheduling and Exporting
Reports
 PART II – Extending MS Dynamics CRM
 Workflows
 • Overview of Workflow
 • The Workflow Designer
 • Creating Workflows through Workflow Designer
 • Creating Custom Workflow Activities
 • Debugging Custom Workflow Activities
Email : Info@Unitedglobalsoft.com

7.  Working with Site Map
 Working with ISV. Config
 Using the CRM Web Services
 • CRM Service
 • Discovery Service
 • Metadata Service
 Advanced Platform Operations
 • Querying Data
 • Query Expression
 • Query by Attribute
 • Filtered Views
 • Dynamic Entities
 • Execute Method
 • Working with Request and Response
Email : Info@Unitedglobalsoft.com

8.  Form Scripting and Extensions (Java Script)
 • Calling Web Services from java script
 • Advanced topics, including from type
considerations, cross-site scripting, using script
for
 validation, and loading external script files
 • Script examples
 Plug-ins
 • The event execution pipeline
 • Details of the “IPluginExecutionContext”
Interface
 • Developing and Deploying plug-ins
 • Debugging plug-ins

Email : Info@Unitedglobalsoft.com