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.


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Email : raj@apex-online-it-training.com

Phone/WhatsApp : +91-(850) 012-2107

USA Number : 214-628-3894

Gtalk : raavi.sriraja@gmail.com

Blog: http://apex-it-online-trainings.blogspot.in


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