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MicroSoft MS Dynamics Hands-On Online Training By IT Professionals



Microsoft Dynamics CRM Training deals with Customer engagement solutions which help companies deliver exceptional customer satisfaction, creating long-term relationships based on knowledge and trust. In this program we cover all the modules Functional, Technical, Administrative required for implementing successful customer relationship management program. Our learning pack covers all the aspects and key requirements for a CRM process and integration with existing systems.      


FOR FREE DEMO contact :

Email : raj@apex-online-it-training.com
Phone/WhatsApp : +91-(850) 012-2107  
USA Number : 214-628-3894
Gtalk : raavi.sriraja@gmail.com


MS Dynamics Interview Questions and Answers, Recorded Video Sessions, Materials, Mock Interviews Assignments Will be provided
  

MS DYNAMICS COURSE CONTENT
(the course agenda can be modified as per your requirements):


MicroSoft CRM Basics

Course Snapshot

MSCRM Basics
MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts, Activities

Customization & Solutions

Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1:N, N:1, N:N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import & Export Customization

Report Management

Dashboard Creations
Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Web Services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy
Components Management


MS Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units And Security Roles

Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

Module 2: Configuring Users And Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions
Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities

Module 6: Customizing Relationships And Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

Module 7: Customizing Forms, Views And Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions


MS Dynamics CRM 2011 Installation and Deployment

Module 1: Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Components
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Office Outlook
Microsoft Dynamics CRM E-mail Router
Microsoft SQL Server 2008
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Microsoft SharePoint
Internet Information Services
Active Directory
Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning The Installation

Planning the Microsoft Dynamics CRM Deployment
Privileges for the Installation User
Supported Server Technologies
Hardware Requirements
Software Requirements
Active Directory and Microsoft Dynamics CRM 2011
Securing Network Traffic
Microsoft Dynamics CRM Offerings
Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

Microsoft Dynamics CRM Server Architecture
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM 2011 Server
Installation Troubleshooting
Post-Installation Tasks
Install Microsoft Dynamics CRM using the Command Line
Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Microsoft Dynamics CRM 2011 Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Installing Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Reporting Authoring Extension
Lab : Install Reporting Extensions

Module 5: Installing And Deploying The E-Mail Router

Understanding the E-mail Router
Install the E-mail Router and Rule Deployment Wizard
Configure the E-mail Router
Set Up a Forward Mailbox
Deploy Inbox Rules
Approve E-mail Addresses
Install the E-mail Router on Multiple Computers
Troubleshooting
Discussion – E-mail Router
Lab : Install the E-mail Router
Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM For Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview
Installation Requirements
Deployment Methods
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User E-mail Settings
Installing Microsoft Dynamics CRM for Outlook using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Lab : Offline Capability

Module 7: Configure An Internet Facing Deployment

Overview of Claims-Based Authentication
General Requirements
Certificates
Install Active Directory Federation Services 2.0
Configure AD FS 2.0
Configure Claims-Based Authentication
Configure Internet-Facing Deployment

Module 8: Upgrading To Microsoft Dynamics CRM 2011

Upgrade Considerations
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

Redeploying Microsoft Dynamics CRM
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Importing Organizations
Manage Servers
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components