Microsoft Dynamics 365 Customer Engagement (CE/CRM) - Development

Microsoft Dynamics CRM training helps to build your skills and knowledge for a career as a Microsoft Dynamics CRM developer. You will gain in-depth knowledge of CRM application modules, customization, configuration, integration, deployment types, etc., and hands-on experience in building and customizing Dynamics CRM through real-life projects.

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About CRM

Customer relationship management (CRM) is a set of integrated, data-driven software solutions that help manage, track, and store information related to your company’s current and potential customers. By keeping this information in a centralized system, business teams have access to the insights they need, the moment they need them.

Without the support of an integrated CRM solution, your company may miss growth opportunities and lose potential revenue because it’s not optimizing operating processes or making the most of customer relationships and sales leads.

About CRM Course

Microsoft Dynamics CRM training helps to build your skills and knowledge for a career as a Microsoft Dynamics CRM developer. You will gain in-depth knowledge of CRM application modules, customization, configuration, integration, deployment types, etc., and hands-on experience in building and customizing Dynamics CRM through real-life projects.

This course is perfect for upcoming MS Dynamics 365 CRM technical consultants who wish to become proficient in working with this robust CRM platform.

  • Basic understanding of business processes and functional areas like Sales.
  • Familiarity with Microsoft Office applications like word, excel etc.
  • Minimum any Bachelor degree.
Who Should Take
  • Fresher College passed out  students, who are looking for Job. They can easily start career in Dynamics 365 Platform.
  • Business professionals involved in implementing or using Microsoft Dynamics 365 CRM.
  • Accountant who are working in Microsoft Dynamics 365 and if they want to switch career in IT as Functional Consultant.
  • Functional consultants responsible for configuring and customizing the system to align with business requirements.
  • IT professionals working on any ERP system and if they want to switch career in Dynamics 365 Platform as Functional Consultant.
Skills Earned
  • Proficiency in develop a new functionality in the CRM.
  • Proficiency in develop a new reports in the CRM.
  • Ability to Setup & develop the Application to align with specific business requirement.
  • Competence in generating reports and analyzing data within Dynamics 365 CRM
  • Understanding of best practices for optimizing system performance and user experience
  • Proficiency in providing support and training to business users of CRM.
Why Choose Us
  • 1-On-1 Quality Training Sessions.
  • Recording for every session and User manuals.
  • Our all Trainers are Microsoft Certified and 10+Years of experienced.
  • Official Training Content covering all relevant aspects of Dynamics 365 CRM.
  • Hands-on practical exercises and actual business scenarios for practical learning.
  • Flexible training options, including online - Daily, Weekdays & Weekends batches.
  • Personalized guidance and support throughout the training journey.
  • Job Support.
  • Best Price in the Market.
Job Profile
  • MS Dynamics 365 CRM technical consultant work as an administrator for the CRM system of an organization. In addition to that, he is responsible for customizing the system in the CRM platform. Here are some of the key responsibilities of an MS Dynamics 365 CRM technical consultant:
    • Participate in meeting with important business users
    • Create reporting dashboards
    • Write technical specifications
    • Build and configure CRM forms
    • Develop or customized the features as per customer requirement for the projects.
  • Validation of expertise through Microsoft certifications.
  • Enhanced job prospects and career advancement opportunities.
  •  lot of organizations are undergoing digital transformation and turning to the Dynamics cloud to update their business processes, the demand for Microsoft Dynamics 365 professionals is expected to increase, giving way to enormous opportunities for developers.
  • MS Dynamics 365 Certification not only helps you acquire career growth but also financial growth since this technology will survive for years to come.
  • Recruiters from top MNC seek for .NET developers with Dynamics 365  skills. There are numerous job opportunities with highest salaries for Dynamics 365 trained professionals.
  • Careers in MS Dynamics 365 are promising and acquiring a job, which will help you get better pay-outs compared to developers in other technical domain.
  • Access to a network of professionals in the Microsoft Dynamics community
CRM Course Details
Course Content
Manage Solutions
  • Plan for customization
    • Define CRM; differentiate configuration, customization, extending and development; design appropriate customizations; identify documents in the Microsoft Dynamics CRM implementation guide
  • Solutions Management
    • Understand business requirements, understand the benefits of solutions, create solutions, export managed and unmanaged solutions, import solutions, describe default solution, specify a publisher, work with multiple solutions, describe solution components
  • Manage customizations
    • Describe component dependencies; describe customization concepts for entities, fields, forms, views and charts; publish customizations
Manage Security
  • Understand security concepts
    • Describe business units, describe Microsoft Dynamics CRM security features, identify privileges and access levels for security roles, describe security role interaction with business units
  • Manage access
    • Create and maintain users, create owner teams, describe owner teams and sharing, manage security roles for users and teams, differentiate owner teams and access teams, create access team templates, add access team sub-grids to forms
  • Work with field-level security
    • Identify entities for which field-level security is available, create field security profiles, define field permissions, add field permissions, assign field security profiles to users and teams
  • Manage auditing
    •  Enable entity-level auditing, enable field-level auditing
Customize Entities
  • Create Custom Entities
    • Describe entity customization concepts; create custom entities; configure display names, plural names and schema names; configure entity ownership; create custom activity entities; set primary fields
  • Manage Custom Entities
    • Configure entity properties including display areas, communication and collaboration options, fixed properties, data services options, Microsoft Outlook options, mobile options; modify custom entities; delete custom entities; identify dependencies
Customize Fields1
  • Create and maintain fields
    • Describe field customization concepts, create fields, describe ways new fields can be created, delete custom fields
  • Configure field properties
    • Identify field data types; identify field display formats; configure the requirement level field property; configure searchable, audit and field security field properties; identify properties that can be changed for existing fields
  • Manage Special Fields
    • Configure local and global option sets, configure status and status reason fields, describe dependencies, create calculated fields, describe the purpose of rollup fields, create rollup fields
Manage Relationship
  • Describe Entity Relationship
    • Identify different relationship types; describe one-to-many, many-to-many and manual many-to-many relationships; describe special many-to-many relationships such as marketing list members, queue items and follows; identify supported and unsupported relationships; identify cascading behaviors such as Assign, Share, Unshared, Re-Parent, Delete
  • Manage Entity Relationship
    • Create entity relationships, map fields, manage connections and connection roles, work with relationship hierarchy visualization.
Customize Forms
  • Understand form Customization
    • Describe tab and section structure; add form fields; add sub-grids; add social, activity and notes controls; add other components and controls; preview form customizations
  • Create and Edit forms
    • Copy existing forms or create new forms, configure quick create forms, create nested quick create forms, create quick view forms.
  • Manage Multiple Forms
    • Identify scenarios where multiple forms are useful, specify form order, assign roles to forms
  • Manage Mobile Forms
    • Describe mobile forms for Microsoft Dynamics CRM for tablets, describe how forms are displayed to the user in the Microsoft Dynamics CRM for tablets app, describe when designing mobile forms
Customize Views1
  • Work with System Views
    • Differentiate between system, public and personal views; describe view columns and view filtering; configure multi-entity search; differentiate between multientity, advanced find and quick find search; identify associated views; configure lookup views; configure quick find views
  • Create and Configure Custom Views
    • Copy existing views, create custom views, build queries, add fields to views, arrange fields, configure field properties, sort fields, set the default public view, share views, disable views, delete views
  • Manage Custom Views
    • Set the default public view, share views, identify entities for which hierarchical views are available, create hierarchical views
Customize Chart & Dashboards1
  • Understand the Chart Concepts
    • Identify design considerations for charts, differentiate between personal and system charts, identify limitations of the chart designer tools in the user interface
  • Create and Configure Charts
    • Create system charts and personal charts, describe chart types and options, add series and categories, choose chart views for chart preview, identify fields available for use in charts, include fields from parent entities in chart
  • Reuse Charts
    • Export and import charts, identify steps to update chart XML, convert personal charts to system charts, convert system charts to personal charts
  • Create, Configure and manage dashboards
    • Differentiate between personal and system dashboards, configure dashboard components, create lists (views), display charts on dashboards, manage security roles for dashboards
Business Process1
  • Understand the Business Process Flow Concepts
    • Describe the purpose of business process flows; differentiate between different types of processes; identify business process flow components including steps and stages, built-in business processes, custom business processes, entities that participate in business processes and spanning entities.
  • Create and Manage Business Process Flow
    • Create business process flows, define stages and steps, describe role-based business processes, describe branching logic for guided processes, describe use cases for the client API for business process flows
  • Create and Manage Business Rules
    • Identify use cases for business rules; differentiate between client-side and serverside logic; create business rules; configure business rule conditions; apply AND/OR, IF…ELSE, IF…THEN logic in business rules; identify business rule actions; enable business rules for forms
  • Step for Creating Plugin/workflow
  • Plugin Registration Process
  • Debug Plugin
  • Discovery Services
  • Organization Services

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