United Global Soft
Call : +91 8099902123(IND)
+1-201-710-8393(USA)
Email : Info@Unitedglobalsoft.com
 Introduction to Microsoft Dynamics CRM
 Sales Process
 • Leads
 • Opportunities
 • Competitors
 • Products
 • Quot...
 Settings & Configuration
 • Administration
 Creating and managing Business Units, Users and
Teams
 Privileges, Access...
 Data Management
 Duplication Detection Settings, Rules and
Jobs
 Bulk Record Deletion
 Data Maps and Imports
 • Prod...
 • Basic Form Customizations
 Basic UI Customization Capabilities
 Form Customization – Working with Tabs, Sections,
Fi...
 • Views and Advanced Views
 Public, Personal and System Views
 View Customizations – Common Tasks
 Advanced Views Cus...
 Working with Site Map
 Working with ISV. Config
 Using the CRM Web Services
 • CRM Service
 • Discovery Service
 • ...
 Form Scripting and Extensions (Java Script)
 • Calling Web Services from java script
 • Advanced topics, including fro...
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Microsoft CRM Dynamics Online Training in India

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Microsoft CRM Dynamics Online Training in India

  1. 1. United Global Soft Call : +91 8099902123(IND) +1-201-710-8393(USA) Email : Info@Unitedglobalsoft.com
  2. 2.  Introduction to Microsoft Dynamics CRM  Sales Process  • Leads  • Opportunities  • Competitors  • Products  • Quotes, Orders and Invoices  Marketing  • Marketing Lists  • Campaigns  • Sales Literature  • Quick Campaigns  Service  • Services  • Service Calendar  • Cases  • Knowledge Base  • Contracts Email : Info@Unitedglobalsoft.com
  3. 3.  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  • Business Management  Sites, Sales Territories, Facilities and Resource Groups  Working with Multi Currency  System Queues and Custom Queues  Services and Business Closures  Fiscal Year Settings and Quotas  Subjects Email : Info@Unitedglobalsoft.com
  4. 4.  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  Entity Customization Email : Info@Unitedglobalsoft.com
  5. 5.  • 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 Email : Info@Unitedglobalsoft.com
  6. 6.  • Views and Advanced Views  Public, Personal and System Views  View Customizations – Common Tasks  Advanced Views Customizations  Report Wizard, Scheduling and Exporting Reports  PART II – Extending MS Dynamics CRM  Workflows  • Overview of Workflow  • The Workflow Designer  • Creating Workflows through Workflow Designer  • Creating Custom Workflow Activities  • Debugging Custom Workflow Activities Email : Info@Unitedglobalsoft.com
  7. 7.  Working with Site Map  Working with ISV. Config  Using the CRM Web Services  • CRM Service  • Discovery Service  • Metadata Service  Advanced Platform Operations  • Querying Data  • Query Expression  • Query by Attribute  • Filtered Views  • Dynamic Entities  • Execute Method  • Working with Request and Response Email : Info@Unitedglobalsoft.com
  8. 8.  Form Scripting and Extensions (Java Script)  • Calling Web Services from java script  • Advanced topics, including from type considerations, cross-site scripting, using script for  validation, and loading external script files  • Script examples  Plug-ins  • The event execution pipeline  • Details of the “IPluginExecutionContext” Interface  • Developing and Deploying plug-ins  • Debugging plug-ins  Email : Info@Unitedglobalsoft.com

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