Corporate Microsoft Dynamics CRM Training Course

1. Installation prerequisites

• Operating system requirements
• Software dependencies
• Hardware specifications

2. Deployment strategies

• On-premises deployment
• Cloud deployment (e.g., Microsoft Azure)
• Hybrid deployment options

3. Environment setup

• Server configuration
• Database setup
• Initial configuration steps

1. Overview of Dynamics CRM functionalities

• Overview of core modules and features
• Introduction to the Dynamics CRM interface

2. Sales module

• Lead management
• Opportunity management
• Account and contact management

3. Marketing module

• Campaign management
• Email marketing
• Lead scoring

4. Service module

• Case management
• Service level agreements (SLAs)
• Knowledge base management

1. Entity customization

• Creating custom entities
• Modifying entity attributes

2. Form customization

• Customizing form layouts
• Adding custom fields and controls

3. View customization

• Creating custom views
• Filtering and sorting data in views

1. Configuring charts and dashboards

• Creating and customizing charts
• Designing dashboards for data visualization

2. Creating canvas apps for custom functionalities

• Introduction to Canvas Apps
• Building custom applications using Power Apps

1. Service module functionalities

• Incident management
• Service request management

2. Case management

• Creating and managing cases
• Resolving and closing cases

3. Knowledge base

• Creating and maintaining a knowledge base
• Searching and accessing knowledge articles

1. Entity management

• Managing system and custom entities
• Entity relationships and mappings

2. Data import/export

• Importing data from external sources
• Exporting data for backup or analysis

3. Data migration strategies

• Planning and executing data migration projects
• Data cleansing and validation techniques

1. Import data from external sources

• Importing data using out-of-the-box (OOB) tools
• Mapping fields during data import

2. Export data for analysis

• Exporting data to Excel or other formats
• Data export best practices and considerations

1. User roles and permissions

• Managing user roles and access levels
• Assigning security roles to users

2. Field-level security

• Restricting access to specific fields on forms
• Configuring field-level security profiles

3. Data encryption

• Encrypting sensitive data in Dynamics CRM
• Configuring encryption settings

1. Integration with other Microsoft Products

• Integrating with Microsoft Outlook
• Integration with Microsoft SharePoint

2. Third-party integrations

• Integrating with popular third-party applications (e.g., Mailchimp, DocuSign)
• Using connectors and APIs for integration

3. API integration

• Overview of Dynamics CRM APIs
• Authentication methods and API usage guidelines

1. Plugin development

• Writing custom plugins using C# or JavaScript
• Registering and deploying plugins in Dynamics CRM

2. Plugin deployment

• Testing and debugging plugins
• Managing plugin deployment in different environments

1. Workflow automation

• Creating and managing workflows in Dynamics CRM
• Automating business processes using workflow actions

2. Process automation

• Introduction to power automate 
• Designing automated processes using power automate

1. Workflow creation

• Building workflows using the Dynamics CRM workflow designer
• Defining trigger conditions and actions

2. Workflow customization

• Modifying existing workflows
• Enhancing workflow functionality with custom actions and conditions

1. Business process flows

• Designing and configuring business process flows
• Guiding users through predefined processes in Dynamics CRM

2. Process automation strategies

• Analyzing business processes for automation opportunities
• Implementing process automation solutions in Dynamics CRM

1. JavaScript customization

• Writing and embedding JavaScript code in Dynamics CRM forms
• Interacting with form elements and data using JavaScript

2. Client-side Scripting

• Implementing client-side validation and business logic using JavaScript
• Enhancing user experience with custom client-side scripts

1. Business rule creation

• Defining business rules for data validation and automation
• Configuring rule conditions and actions

2. Rule deployment

• Activating and testing business rules in Dynamics CRM
• Managing business rules across different environments

1. Ribbon customization techniques

• Customizing the Dynamics CRM ribbon interface
• Adding custom buttons, tabs, and commands

2. Ribbon deployment

• Deploying ribbon customizations across different Dynamics CRM environments
• Testing and troubleshooting ribbon customizations

1. Customizing site maps

• Modifying the Dynamics CRM site map navigation structure
• Adding and organizing entities, dashboards, and links

2. Site map deployment

• Deploying site map customizations to Dynamics CRM instances
• Validating site map changes and user access permissions

1. Solution creation

• Creating solution packages to bundle customizations
• Organizing components and dependencies in solutions

2. Solution deployment and management

• Importing and exporting solution packages in Dynamics CRM
• Versioning, updating, and managing solutions in different environments