Through this class you will be able to learn Dynamics 365 modules Sales, Service, Marketing, customization. Good hands on experience on Dynamics CRM .Good analyzing skills while will help you to full fill customer experience.
| Learn Dynamics CRM
| Dynamics CRM Coaching Pune | Gayatri Powar Dange chowk Pune 411033, Ph: +919097177239 Email: Gayatri.shevde@gmail.com | Dynamics CRM Learnings Learn to Excel |
Why Dynamics CRMIt gives a uniqueness to in leading the way of innovation. It provides a complete cycle from marketing , Sales to Service at one place and that without installing any kind of software if you are using CRM online Customize in Almost No TimeYou can customize the form and entities as per your business requirement in no time
| ‘It provides 360 degrees view ’
Focus on What You Do BestI train people to excel Dynamics CRM functionalities |
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Key Offerings:
| Activities |
| Dashboards |
| Administration, Settings Configuration |
| Audit |
| Languages |
| System Setting |
| Tracking |
| Workflows & Real Time Workflows |
| Business Process Flows |
| Business Rules |
| Ribbon work Bench tool
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Introduction
- Introduction to concepts of CRM
Sales Module
- Lead Management
- Opportunity Management
- Product Management
- Quotes, Orders and Invoices
- Goal Management
Product Catalog
- Understanding the Product Catalog
- Unit Groups
- Adding Products
- Creating Price Lists
- Creating Discount Lists
Marketing Module
- Marketing List
- Campaigns Management
- Sales literature
- Quick Campaigns
- Goal Management
Service Module
- Services
- Service Calendar
- Case Management
- Knowledge Base
- Contracts
Administration & Security
- Creating and managing Business Units, Users and Teams
- Privileges, Access Levels and Security Roles
- Positions & Hierarchies
- Creating and managing Security Roles
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
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
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
- Advanced Views Customizations
Processes (Workflows & Dialogs)
- Overview of Workflow
- Creating Workflows steps through Workflow Designer
- Overview of Dialogs
- Creating Dialog Pages, Prompt and Response
- Working with Input Parameters in Dialogs
Introduction to Solutions
- Managed & Unmanaged Solutions
- Importing & Exporting Solutions
Plugins
- The Event Execution Pipeline
- Developing Plugins
- Plugin Registration Tool
- Deploying Plugins
- Debugging Plugins
Custom Workflows
- Developing Custom Workflow Activities
- Deploying Custom Workflow Activities
- Debugging Custom Workflow Activities
Microsoft CRM – Outlook Integration
- Settings
- Email Configuration
- Email Tracking in CRM
Certified
You have 
