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Master Microsoft Dynamics 365 CE

Transform Your Future with Microsoft Dynamics 365 CE

Master Microsoft Dynamics 365 CE

Transform Your Future with Microsoft Dynamics 365 CE

Ms Dynamics 365 CE(CRM)Trainings Provided For You

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Module 1: Microsoft Dynamics CRM Overview

 

  • What is CRM and how to Access CRM?
  • Deployment models for Microsoft CRM- On-Premise, Online and partner-hosted
  • Modules in CRM – Sales, Marketing and Services
  • CRM Records:
    • Owner of the record
    • Status of the record
    • Sorting of the record
    • Assigning and sharing Record
  • Views -System Views and Personal View
  • Global Search, Quick search, and Advanced find search
 
Module 2: Overview of Power Platform and Setup Dynamics 365 Trial Version

 

  • How to get access to a 30-day Dynamics 365 trial version
  • Power platform component overview
  • Environments Overview
  • Manage User Accounts, User Licenses, and Security Roles
 
Module 3: Overview of Settings

 

  • Personalization Settings
  • Advanced Settings
 
Module 4: Customizing Entities and Forms
  • Create and manage Custom Entities and Attributes
  • Create Entity and define fields
    • Standard Fields
    • Calculated Fields
    • Rollup Fields
  • Option Set Vs Global Option Set
  • Create and modify Forms in CRM –
    • Quick Create Form
    • Quick View Form
    • Main Form
      • Form Section
      • Form Tab
      • Subgrid
    • Create and manage Multiple Main Forms (Role based Forms)
    • Editable Grid

 

Module 5: Managing Relationships

 

  • Types of Entity Relationships -1: N, N:1, N: N
  • Describe Relationship Behaviors
 
Module 6: Working with View, Charts and Dashboard
 
  • View-
    • Create, configure, and share Personal View
    • Create, configure, and publish System View
  • Charts-
    • Create, configure, and share Personal Chart
    • Create, configure, and publish System Chart
  • Dashboard-
    • Create, configure, and share Personal Dashboard
    • Create, configure, and publish System Dashboard
 
Module 7: Solution Concepts

 

  • Describe Solution components
  • Specify a publisher, work with multiple solutions
  • Default Solution
  • Managed Solution
  • Unmanaged Solution

 

Module 8: Building a Security Model in Microsoft Dynamics CRM

 

  • Describe Business Unit
  • Create and manage Team
  • Create and manage security roles for Users and Teams
  • Access rights and Privileges
  • Security Model in CRM –
    • Role Based Security
    • Record Level Security
    • Field Level Security
  • Implement the auditing capability in CRM

 

Module 9: Introduction to Sales Management
  • Sales Life Cycle
  • Core Entities – Account, Contact, Lead, Opportunity, Case
  • Work with Leads –
    • Convert Activity Records to Leads
    • Qualifying and Disqualifying Leads
  • Work with Opportunity –
    • Create Opportunities and Manage Opportunity Forms and records
    • Adding Line Items (Opportunity Products) to Opportunities
  • Quote Management-
    • Create a Quote from an Opportunity
    • Activate and revise Quotes
  • Working with Order-
    • Create New Orders
    • Convert a quote to an Order
  • Working with Invoices-
    • Create new invoices
    • Convert an Order to an Invoice
  • Create, Maintain, and use Sales Literature
 
Module 10: Working with the Product Catalog

 

  • Create Unit Group and configure Units
  • Product, Product Family, and Product Bundle configuration
  • Price List and associate price list with Product
  • Create and Configure Discount List

 

Module 11: Introduction to Marketing Management

 

  • Marketing Life Cycle
  • Campaign and Quick Campaign
  • Marketing list- Static and dynamic marketing list
  • Campaign Activity
  • Campaign Response
Module 12: Introduction to Service Management

 

  • Overview of the service module
  • Create and maintain Case record-
    • Create a new case record
    • Convert activity records to cases
    • Create parent-child cases
    • Merge cases, cancel, delete, resolve and reactivate Cases
  • Routing Rules –
    • Create Routing Rules
    • Apply routing rules to cases
  • Queue Management
    • Create and maintain Private Queue & Public Queue
    • Working with Queue Items
    • Describe how case routing rules apply to queues
  • Working with SLA (Service Level Agreements) –
    • Using business scenario to implement SLA
  • Working with Entitlement
    • Create an entitlement: From Template & Scratch
    • Using business scenario to implement Entitlement
 
Module 13: Create and Manage Business Rules
 
  • Create and Configure Business Rules
  • Using business scenarios to implement Business Rules
 
Module 14: Implementing Business Processes

 

  • Overview of Business Process Flow
    • Define stages and steps of business process flow
    • Create and manage Business Process Flow with condition
 
Module 15: Data management

 

  • Duplication Detection Settings and Rules
  • Bulk Record Deletion
  • Data Maps and Date Import

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