• support@conveytechlabs.com

Microsoft Crm Course Structure Functional

Duration
40 – 45 hrs
Type
online

Microsoft Dynamics CRM is released by the Microsoft ,the present version of MS Dynamics CRM is 2013 and previous versions are MS CRM 2011 or MS CRM 5.0 and MS Dynamics CRM 4.0. The openings was good most of the mnc’s are hiring the MS CRM Technical Consultants and MS CRM Functional Consultants. like Wipro , Infosys , HCL , IBM…

    • Duration: 40 – 45 hrs
    • Timings: Week days 1-2 Hours per day (or) Weekends: 2-3 Hours per day
    • Method: Online/Classroom Training
    • Study Material: Soft Copy
    Module 01: Introduction to Customization and Configuring Dynamics CRM 8
    • Talent and Course Introduction
    • Module Overview
    • CRM Overview
    • What is Dynamics Customization and Configuration?
    • CRM Architecture
    • Customization Methodology
      Module 02: Manage Microsoft Dynamics CRM Online Subscriptions
    • Module Overview
    • Configuring CRM
    • Overview of CRM Security
    • User Administration
    • Mailboxes
    • Teams
      • Module 03: CRM Security Model
      • Module Overview
      • Purpose of the CCRM Security Model
      • Privileges
      • Access Levels
      • Security Roles
      • Hierarchy Security
      • Hierarchy Types
      Module 04: Introduction to solutions
      • Module Overview
      • Solutions Overview
      • Solution Detail
      • Creating and Working with Solutions
      • Working with Solution Assets
      • Exporting Solutions
      • Importing Solutions
      Module 05: Entity and Field Customization

      • Module Overview
      • Types Entities
      • Entity Ownership
      • Entity Properties
      • System vs Custom Entities
      • Custom Entities and Security Roles
      • Overview of Fields
      • Field Properties
      Module 06: Additional Field Customization
      • Module Overview
      • Creating Fields to Meet Client Needs
      • Calculated Fields
      • Rollup Fields
      • CRM Option Sets
      • Alternate Keys
      • Field Level Security
      • State and Status Reason Transitions
      Module 07: Configure mobile devices
      • Module Overview
      • Types of Relationships
      • How and where they are created
      • Many to Many Relationships
      • Hierarchical Data
      • Entity Mapping
      • Connection and Connection Roles
      Module 08: Customizing Forms
      • Module Overview
      • Form types
      • Qualities of a good form
      • Building a Form     130
      • Specialized Form Components
      • Access Teams and Sub Grids
      • Working with Navigation
      • Additional Form Types
      • Multiple Forms
      • Form customizations and Mobile Clients
      Module 09: Business Rules
      • Module Overview
      • Business Rules
      • Business Rule Scope
      • Trigger Rules
      • Condition and Actions
      • Else Conditions and Actions Occur When Conditions Are True
      Module 10: Views and Visualizations
      • Module Overview
      • Using Views
      • View Customization
      • System View Types Quick Find
      • Customization Charts
      • Customizing Dashboard
      • Themes
      Module 11: Introduction to Processes
      • Module Overview
      • Processes and Automation
      • Workflow Basics
      Module 12: Business Process Flows
      • What are CRM Business Process Flows
      • Enabling Business Process Flows
      • Steps Stages and Categories
      • Conditional Branching
    • Career oriented training.
    • One to One live interaction with a trainer.
    • Demo project end to end explanation.
    • Interview guidence with resume preparation.
    • Support with the trainer through E-mail.