PART I – Applications in 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

PART II – Administration, 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

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

PART III – Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization

• Basic Form Customizations
• Basic UI Customization Capabilities
• Form Customization – Working with Tabs, Sections, Fields
• 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

Views and Advanced Views

• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations

Form Scripting

• Client side scripting using Java Script
• Working with I Frames

v  Working with Web Resources

v  Report Wizard, Scheduling and Exporting Reports

 v  Working with Dash Boards

 PART IV – Extending MS Dynamics CRM

                                  Processes (Workflows & Dialogs)

• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialogs
• Creating Dialog Pages, Prompt and Response
• Working with Input Parameters in Dialogs

Ribbon Customizations

• Creating & Hiding Ribbon Elements
• Enabling & Disabling Ribbon Elements

Working with Site Maps

 Introduction to Solutions

• Managed & Unmanaged Solutions
• Importing & Exporting Solutions

 CRM Web Services

• Introduction to Web Services
• Query Expression & Query Attribute
• Request & Response

 Plugins

• The Event Execution Pipeline
• IPluginExecutionContext Interface
• Developing Plugins
• Deploying Plugins
• Debugging Plugins

           Custom

Workflows

• Developing Custom Workflow Activities
• Deploying Custom Workflow Activities
• Debugging Custom Workflow Activities