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Microsoft dynamics CRM online training Contact : 9052666559 Visit: www.msdynamicscrmtraining.com
Overview • Introduction • Introducing Dynamics CRM • Demo: Looking around CRM • CRM Architecture • Demo: Getting started with a trial organization • Wrapping up
Overview Applications • Sales module overview • Demo: Sales process • Demo: New sales process forms • Marketing overview • Demo: Marketing lists and quick campaigns • Service overview • Demo: Knowledge base articles and cases • Other key entities
Overview Platform • CRM Platform Overview • User Authentication • CRM Multi-tenant • Demo: Deployment Manager • Online vs. On Premise
Platform Overview • CRM Configuration Overview • Demo: Administrative Settings • Key Points - Administration Settings • Demo: Business Management Settings • Data Management Overview • Demo: Data Management
Business Units, Teams and Users • Business Units • Demo: Creating Business Units • Tips in Business Unit Creation • Demo: Working With Teams • More on Teams and Users • Demo: Users • User Licensing
Security Module • Security Overview • Managing Security Roles • Demo: Security Roles • Tips - Security Roles and Sharing • Field Level Security • Demo: Sharing and Field Level Security • Building A Security Model
Overview of Programmability • Overview Customization and Programmability • Demo: Customize and Entity • Other Customizations • Demo: Client Side Customization • API • Demo: Connecting and Requests • Azure and Wrapping Up
Introduction to Solutions • Getting Started With Solutions • Demo: Create and Change a solution • Solution Life Cycle and Behavior • Demo: Working With Solutions • Managed vs. Unmanaged, Summary
CRM Data Modeling • Introduction to Data Modeling • Demo: Data Modeling • Options, Tips and Summary