United Global Soft
Call : +91 8099902123(IND)
+1-201-710-8393(USA)

Email : Info@Unitedglobalsoft.com
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Introduction to Microsoft Dynamics CRM
Sales Process
• Leads
• Opportunities
• Com...
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Settings & Configuration
• Administration
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Data Management
Duplication Detection Settings, Rules and
Jobs
Bulk Record Deletion
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• Basic Form Customizations
Basic UI Customization Capabilities
Form Customization – Workin...
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• Views and Advanced Views
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View Customizations – Common Tas...
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Working with Site Map
Working with ISV. Config
Using the CRM Web Services
• CRM Service
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Form Scripting and Extensions (Java Script)
• Calling Web Services from java script
• Advanced topi...
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Microsoft crm dynamics in India

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Microsoft crm dynamics 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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