Microsoft Dynamics Customer Engagement(CRM) 2016 : Technical Consultant Training Programme

Dynamics CRM is a powerful and mature Customer Relationship Management package. According to Microsoft, CRM “delivers a holistic view of each customer that enables client-facing employees to make expedited and educated decisions about strategic efforts in the sales, marketing, and customer service fields.”Your effectiveness in managing your customer relationships using CRM is directly related to your level of mastery of the application. New Horizons provides training to enable you to build your skill set and get the most out of this extraordinary tool.

PART I – Applications in CRM

Introduction to Microsoft Dynamics CRM

Sales Process

Leads | Opportunities | Competitors | Products | Quotes, Orders and Invoices | Goals

Marketing

Marketing Lists | Campaigns | Sales Literature | Quick Campaigns | Services | Service Calendar | Cases | Knowledge Base | Contracts

PART II – Administration, 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

Settings & Configuration

Business Management | Sites, Sales Territories, Facilities and Resource Groups | System Queues and Custom Queues | Services and Business Closures | Fiscal Year Settings and Quotas | Subjects | Connections |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

PART III – Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization

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

Views and Advanced Views

• Public, Personal and System Views | View Customizations – Common Tasks | Advanced Views Customizations

Form Scripting

Client side scripting using Java Script | Working with IFrames

Working with Web Resources

Report Wizard, Scheduling and Exporting Reports

Working with Dash Boards

PART IV – Extending MS Dynamics CRM

Processes(Workflows & Dialogs)

Overview of Workflow | Creating Workflows steps through Workflow Designer | Overview of Dialogs

Introduction to Solutions

Managed & Unmanaged Solutions | Importing & Exporting Solutions

Plugins | Developing Plugins | Deploying Plugins

For more detail contact us on [email protected] / +91 8008 048 446.