Techno-Functional Online Training: Microsoft Dynamics 365 Customer Engagement (CRM)

Firoz Muhammed
, ,
$750.00 $650.00
Technical developer functional course Techno-functional Online training – Dynamics 365 Customer Engagement( CRM) CE

Course Objective

Dynamics 365 Customer Engagement (CRM) Techno-Functional Online Training Course is designed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics 365 CE/CRM technology.

This online course gives more focus on customization of Microsoft Dynamics 365 Customer Engagement( CRM) application using User Interface(UI) and also extending the standard functionality of the application using code such as plugins and custom workflow activities.

By the end of the course attendees you would have a good hands-on knowledge on customizing Dynamics 365 CE/CRM.

Dynamics 365 Customer Engagement( CRM) Techno-functional online training course Technical developer functional training Magnifez Academy

Course Duration: Dynamics 365 CE Techno-functional Training

Total duration : 60 Hours ( 30 hours of lecture and 30 hours of practice)

 

Prerequisites: Dynamics 365 Techno-Functional Online Training

  • Basic knowledge on Sales, Marketing and Customer Service operations
  • Basic skill on .Net programming and JavaScript
  • Access to Dynamics 365 account (cloud or on premise)

Expected Audience

Anyone can attend this online training program on Dynamics 365 Customer Engagement (CRM) but it is more suitable for developers who want to plan their career on Dynamics 365 CE. For .NET developers this course will make them a Dynamics 365 CE/CRM developer  and will be an easier transition to get more salary and better career option.

  • .NET Developers
  • IT business analysts
  • Pre-sales and Sales Consultants
  • IT Managers
  • System Architects and designers
  • System admins
  • Fresh graduates

Course Content: Dynamics 365 CE Techno-functional Training

  • Intro to Dynamics 365 CRM
  • Dynamics 365 for Sales,Customer Service Functionality
  • Lead and opportunity management
  • Quotes, Orders and Invoices
  • Configuring Product Catalog
  • Dynamics 365 for Field Service
  • Customizing Entities, Forms, Entities attributes
  • Customizing Views, Charts and Dashboards
  • Developing workflows, Dialogs, Actions
  • Customizing Business Process Flows
  • Implementing Business Process Flows(BPFs)
  • Developing Plugin
  • Developing Custom Workflow Activities
  • Developing Javascript for customizing Forms
  • Developing reports using SSRS and FetchXML

 Trainers Profile

  • The trainer for this course is Firoz Muhammed who has 10 years of experience in the IT industry. He is a certified Microsoft Dynamics 365 Customer Engagement Consultant and corporate trainer. He has been teaching and consultant for more than 9 years.
  • He carries experience in areas of business development, consulting, application development and corporate training.
  • He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies.
  • He can be connected on [email protected]
  • For training inquiries please mail to [email protected] or call +91 8008 048 446

 

About Magnifez Academy

Magnifez Academy, the training subsidiary of Magnifez technologies, providing learning solutions to individuals and corporate on cutting technologies. As part of the service offering, Magnifez  Academy is focused on delivering online and classroom training on Dynamics 365 and other related technologies. We have delivered training for candidates from over 30+ countries and for 20+ corporate in India and abroad.

Learn More…

Course Features

  • Lectures 165
  • Quizzes 0
  • Duration 30 hours
  • Skill level Beginner
  • Language English
  • Students 867
  • Assessments Self

  • Introduction to Dynamics 365 Customer Engagement 8

    • Lecture1.1
      Dynamics product Stack
    • Lecture1.2
      History of Dynamics CRM
    • Lecture1.3
      Editions in Dynamics CRM
    • Lecture1.4
      Deployment types & Licensing Options
    • Lecture1.5
      Comparison with other CRM’s in the Market
    • Lecture1.6
      XRM Framework
    • Lecture1.7
      Out of Box Features (OOB Concepts)
    • Lecture1.8
      Apps in Dynamics 365

  • Get Familiar with Dynamics 365 Customer Engagement 7

    • Lecture2.1
      Intro to Dynamics 365
    • Lecture2.2
      Navigate through new Dynamics 365 UI
    • Lecture2.3
      New features
    • Lecture2.4
      Apps in Dynamics 365
    • Lecture2.5
      Searching for records
    • Lecture2.6
      Personal Options
    • Lecture2.7
      Basic CRM terminologies

  • Sales Module 6

    • Lecture3.1
      Customer Management
    • Lecture3.2
      Lead Management
    • Lecture3.3
      Opportunity Management
    • Lecture3.4
      Product Management
    • Lecture3.5
      Quotes, Orders and Invoices
    • Lecture3.6
      Goal Management

  • Marketing Module 4

    • Lecture4.1
      Marketing Lists
    • Lecture4.2
      Campaigns
    • Lecture4.3
      Sales Literature
    • Lecture4.4
      Quick Campaigns

  • Dynamics 365 for Customer Service 6

    • Lecture5.1
      Services
    • Lecture5.2
      Service Calendar
    • Lecture5.3
      Case Management
    • Lecture5.4
      Knowledge Base
    • Lecture5.5
      Entitlements
    • Lecture5.6
      Service Level Agreements (SLAs)

  • Configuring Dynamics 365 Customer Engagement 7

    • Lecture6.1
      Creating and managing Business Units, Users and Teams
    • Lecture6.2
      Privileges, Access Levels and Security Roles
    • Lecture6.3
      Positions & Hierarchies
    • Lecture6.4
      Creating and managing Security Roles
    • Lecture6.5
      Auto Numbering, Languages
    • Lecture6.6
      System Settings
    • Lecture6.7
      Auditing

  • Business Management 7

    • Lecture7.1
      Sites, Sales Territories, Facilities and Resource Groups
    • Lecture7.2
      Working with Multi Currency
    • Lecture7.3
      System Queues and Custom Queues
    • Lecture7.4
      Services and Business Closures
    • Lecture7.5
      Fiscal Year Settings
    • Lecture7.6
      Subjects
    • Lecture7.7
      Connections

  • Data Management 6

    • Lecture8.1
      Install/Uninstall Sample Data.
    • Lecture8.2
      Data Import option
    • Lecture8.3
      Import Data Wizard
    • Lecture8.4
      Duplication Detection Settings, Rules and Jobs
    • Lecture8.5
      Bulk Record Deletion
    • Lecture8.6
      Data Maps and Imports

  • Product Catalog Settings 6

    • Lecture9.1
      Understanding the Product Catalog
    • Lecture9.2
      Setup a new Product Catalog
    • Lecture9.3
      Unit Groups
    • Lecture9.4
      Adding Products
    • Lecture9.5
      Creating Price Lists
    • Lecture9.6
      Creating Discount Lists

  • Document Management Settings 7

    • Lecture10.1
      Native Document Management Options
    • Lecture10.2
      Sales Literature and Notes
    • Lecture10.3
      SharePoint for Document Management
    • Lecture10.4
      Prepare for Integration
    • Lecture10.5
      SharePoint Integration with Dynamics 365
    • Lecture10.6
      OneNote Integration
    • Lecture10.7
      OneDrive Integration

  • Audit Settings 5

    • Lecture11.1
      Intro to Auditing
    • Lecture11.2
      Audit user login details
    • Lecture11.3
      Enable auditing
    • Lecture11.4
      Entity and Field level Auditing
    • Lecture11.5
      Security roles for Auditing

  • Customizing Dynamics 365 CRM 10

    • Lecture12.1
      Intro to OOB Customization
    • Lecture12.2
      Supported Vs un-Supported customization
    • Lecture12.3
      Entity Customization
    • Lecture12.4
      Custom Entities and Attributes
    • Lecture12.5
      Form Customizations
    • Lecture12.6
      Customization Concepts – Entity Types and Attributes
    • Lecture12.7
      Form Customization – Working with Tabs, Sections, Fields and Iframes
    • Lecture12.8
      Introduction to Application Event Programming
    • Lecture12.9
      Using Form and Field Events
    • Lecture12.10
      Mobile Forms

  • Entity Relationships 6

    • Lecture13.1
      Types of Relationships
    • Lecture13.2
      Creating Entity Relationships
    • Lecture13.3
      Creating 1:N and N:1 relationships
    • Lecture13.4
      Creating N:N relationships
    • Lecture13.5
      Understanding Relationship Behaviours
    • Lecture13.6
      Entity Mapping

  • Views and Advanced Views 5

    • Lecture14.1
      Types of Views
    • Lecture14.2
      Public, Personal and System Views
    • Lecture14.3
      View Customizations – Common Tasks
    • Lecture14.4
      Advanced Views Customizations
    • Lecture14.5
      Personal Views

  • Charts and Dashboards 5

    • Lecture15.1
      System and Personal charts
    • Lecture15.2
      Customize existing charts
    • Lecture15.3
      Creating new charts
    • Lecture15.4
      Personal Charts
    • Lecture15.5
      Sharing Personal Charts

  • Relationships, Views and Advanced Views 4

    • Lecture16.1
      Types of Relationships
    • Lecture16.2
      Relationship Behaviors
    • Lecture16.3
      Creating Entity Relationships
    • Lecture16.4
      Entity Mapping

  • Business Rules 6

    • Lecture17.1
      Overview of Workflow
    • Lecture17.2
      Creating Workflows steps through Workflow Designer
    • Lecture17.3
      Synchronous Vs Asynchronous Workflows
    • Lecture17.4
      Overview of Dialogs
    • Lecture17.5
      Creating Dialog Pages, Prompt and Response
    • Lecture17.6
      Working with Input Parameters in Dialogs

  • Processes: Business Process Flows and Actions 7

    • Lecture18.1
      Overview of BPFs
    • Lecture18.2
      New BPF designer
    • Lecture18.3
      Customize existing BPFs
    • Lecture18.4
      Create new BPFs and branching
    • Lecture18.5
      Overview of Actions
    • Lecture18.6
      Create Actions for Account Entity
    • Lecture18.7
      Working with Input Parameters in Dialogs

  • Intro to Extending Dynamics 365 CRM 7

    • Lecture19.1
      Introduction to Extending Dynamics 365 CRM
    • Lecture19.2
      XRM Platform
    • Lecture19.3
      Why Custom Development is needed?
    • Lecture19.4
      Dynamics 365 CRM Extensibility Architecture
    • Lecture19.5
      Different methods to extend Dynamics CRM
    • Lecture19.6
      Supported Vs un-supported customizations
    • Lecture19.7
      How to use SDK for custom development?

  • Working with Web Resources 4

    • Lecture20.1
      Understanding Web Resources
    • Lecture20.2
      Different Types of web resources
    • Lecture20.3
      Create new web resources
    • Lecture20.4
      Use Web resources for CRM Customization

  • Form Scripting using JavaScript 7

    • Lecture21.1
      Client side scripting using Java Script
    • Lecture21.2
      Working with Iframes
    • Lecture21.3
      CRM form events.
    • Lecture21.4
      Onload, OnSave, OnChange and TabStateChange
    • Lecture21.5
      Understand Xrm.Page Object model
    • Lecture21.6
      Use Javascript Notifications and alerts
    • Lecture21.7
      Debug Javascript on different browsers – IE, Firefox and Chrome

  • Develop Plugins 9

    • Lecture22.1
      What is Plugins?
    • Lecture22.2
      Understanding Event Execution Pipeline
    • Lecture22.3
      Developing Plugins
    • Lecture22.4
      Deploy and Register Plugins
    • Lecture22.5
      Use Plugin Registration Tool
    • Lecture22.6
      Develop plugins for CRM Online
    • Lecture22.7
      Debug Plugins online and on-premise
    • Lecture22.8
      ITrace Service
    • Lecture22.9
      Register Plugins with Actions

  • Develop Actions 6

    • Lecture23.1
      Actions
    • Lecture23.2
      How Actions work
    • Lecture23.3
      Actions Vs Workflows
    • Lecture23.4
      Register Plugins with Actions
    • Lecture23.5
      Trigger actions from Workflows
    • Lecture23.6
      Trigger Actions using code.

  • Develop Custom Workflow Activities 5

    • Lecture24.1
      Basics of customizing Workflows and Dialogs.
    • Lecture24.2
      Basic elements of Custom Workflow activities
    • Lecture24.3
      Developing and Deploying Custom Activities
    • Lecture24.4
      Integrate Custom activities with Workflows and Dialogs.
    • Lecture24.5
      Debugging Custom Workflow Activities

  • Customizing Dynamics 365 CRM Ribbons 5

    • Lecture25.1
      Intro to CRM Ribbons and Ribbon Structure.
    • Lecture25.2
      How to Customize CRM Ribbons Manually?
    • Lecture25.3
      Creating & Hiding Ribbon Elements
    • Lecture25.4
      Enabling & Disabling Ribbon Elements
    • Lecture25.5
      CRM Customizing using Ribbon Workbench

  • Customizing Dynamics 365 CRM SiteMap 4

    • Lecture26.1
      Basics of CRM Sitemap
    • Lecture26.2
      Different methods to customize CRM Sitemap
    • Lecture26.3
      Sitemap customization manually
    • Lecture26.4
      Sitemap customization using Sitemap Editor

  • Develop Reports for Dynamics 365 CRM 6

    • Lecture27.1
      Reporting in Dynamics 365
    • Lecture27.2
      Create Reports using Reports Wizard
    • Lecture27.3
      FetchXML Reports
    • Lecture27.4
      SSRS Based Reports
    • Lecture27.5
      Reporting for Dynamics CRM online
    • Lecture27.6
      Integrate Reports in Dynamics CRM Environment
Firoz Muhammed
Firoz Muhammed who has 10 years of experience in the IT industry. A Certified Microsoft Dynamics 365 Customer Engagement Consultant and Corporate Trainer. He has been teaching and consultant for more than 9 years. He carries experience in areas of business development, consulting, application development and corporate training. He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies. He can be connected on [email protected] For training inquiries please mail to [email protected] or call +91 8008 048 446
$750.00 $650.00

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