Dynamics 365 Techno-Functional Online Training is developed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics 365 CRM technology. The course covers Dynamics 365 CRM functionality such as sales, marketing and customer service modules, and configuring the application for business requirements. The course gives more focus on customizing Dynamics 365 CRM using UI and also extending the standard functionality of the application using code. By the end of the course attendees would carry a good knowledge on all areas of Dynamics 365 CRM.
Prerequisites for Dynamics 365 Techno-Functional Online Training
- Basic knowledge on Sales, Marketing and Customer Service operations
- Basic skill on .Net programming and JavaScript
- Access to Dynamics 365 account (cloud or on premise)
This course is designed for both Administrators of a CRM system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM.
MCSA: Microsoft Dynamics 365. This Dynamics certification requires two exams: MB2-715 & MB2-716. This course prepares delegates for the MB2-716 exam: Microsoft Dynamics 365 Customization and Configuration. After taking this course delegates, with minimal amount of additional study, will be prepared to take exam MB2-716.
- Security Configuration and System Settings.
- How to customise the system through the use of custom Solution layers.
- How to create Business Process Flows and Business Rules.
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MODULE 1 : INTRODUCTION TO DYNAMICS 365 CUSTOMER ENGAGEMENT
- Lesson 1 : Dynamics product Stack
- Lesson 2 : History of Dynamics CRM
- Lesson 3 : Editions in Dynamics CRM
- Lesson 4 : Deployment types & Licensing Options
- Lesson 5 : Comparison with other CRM’s in the Market
- Lesson 6 : XRM Framework
- Lesson 7 : Out of Box Features (OOB Concepts)
- Lesson 8 : Apps in Dynamics 365
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MODULE 2 : SALES MODULE
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MODULE 3 : MARKETING MODULE
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MODULE 4 : DYNAMICS 365 FOR CUSTOMER SERVICE
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MODULE 5 : CONFIGURING DYNAMICS 365 CUSTOMER ENGAGEMENT
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MODULE 6 : DATA MANAGEMENT
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MODULE 7 : PRODUCT CATALOG SETTINGS
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MODULE 7 : DOCUMENT MANAGEMENT SETTINGS
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MODULE 8 : CUSTOMIZING DYNAMICS 365 CRM
- Lesson 1 : Intro to OOB Customization
- Lesson 2 : Supported Vs un-Supported customization
- Lesson 3 : Entity Customization
- Lesson 4 : Custom Entities and Attributes
- Lesson 5 : Form Customizations
- Lesson 6 : Customization Concepts – Entity Types and Attributes
- Lesson 7 : Form Customization – Working with Tabs, Sections, Fields and Iframes
- Lesson 8 : Introduction to Application Event Programming
- Lesson 9 : Using Form and Field Events
- Lesson 10 : Mobile Forms
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MODULE 9 : ENTITY RELATIONSHIPS
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Module 10 : VIEWS AND ADVANCED VIEWS
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Module 11 : CHARTS AND DASHBOARDS
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MODULE 12 : RELATIONSHIPS, VIEWS AND ADVANCED VIEWS4
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MODULE 13 : BUSINESS RULES
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MODULE 14 : FORM SCRIPTING USING JAVASCRIPT
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MODULE 15 : DEVELOP PLUGINS
- Lesson 1 : What is Plugins
- Lesson 2 : Understanding Event Execution Pipeline
- Lesson 3 : Developing Plugins
- Lesson 4 : Deploy and Register Plugins
- Lesson 5 : Use Plugin Registration Tool
- Lesson 6 : Develop plugins for CRM Online
- Lesson 7 : Debug Plugins online and on-premise
- Lesson 8 : ITrace Service
- Lesson 9 : Register Plugins with Actions
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MODULE 16 : DEVELOP ACTIONS
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MODULE 17 : DEVELOP CUSTOM WORKFLOW ACTIVITIES
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MODULE 18 : CUSTOMIZING DYNAMICS 365 CRM RIBBONS
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MODULE 19 : CUSTOMIZING DYNAMICS 365 CRM SITEMAP
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Module 20 : DEVELOP REPORTS FOR DYNAMICS 365 CRM
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