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Dynamics 365 CRM

Microsoft Dynamics 365 CRM Training

  • Microsoft Dynamics CRM helps you evolve your business tactics. One can grasp new prospects and opportunities across the business organization and streamline data, processes, and people using Microsoft Dynamics CRM and Microsoft Dynamics 365. These are smart business applications developed to help you run and manage your business boosting customer engagement and satisfaction.
  • Amalgamating the abilities of ERP systems and CRM business software, you can run your business having intellectual applications functioning collectively and seamlessly in the cloud environment.
  • Talking about Microsoft Dynamics 365, it is a platform that delivers productivity driven apps that help in managing certain business functions. Optimize operations, empower employees, engage customers, reinvent business models and products on an extremely flexible cloud platform using Microsoft Dynamics 365.
  • The appearance of Microsoft 365 is similar to that of office 365. This means that you can benefit from purpose-built supple applications typically developed for industries, business functions, and roles such as: Project Marketing Service Automation, Operations, Field Service, Finance, Customer Service, and Sales.
  • As this platform has two editions and several extensible application options, user types, and plans, you have a chance to grow your business with exact solution your business is looking for.
Microsoft Dynamics 365 CRM Training

How Microsoft Dynamics Helps in various business domains

Sales and customer service

Generate revenue from business relations by implementing digital expertise while closing your business deals.

Operations

Use thorough analytical data to provide top-notch customer service and earn loyal customers.

Field Service

Get comprehensive retail, financial, and manufacturing solutions by taking data-driven decisions.

Project Automation

Right from channelized scheduling to analytical maintenance, master the art of service calling with intellectual abilities.

Marketing

Use intelligent tools and gain gratified clients while efficiently managing your business.

Consumer Insights

Rationalize your marketing and sales strategies to better connect with client experiences every time you interact using Adobe Marketing Cloud.

Training Contents

  • Customization and Configuration Overview
  • Privileges Required
  • Data Metadata overview
  • Work with Solutions
  • Create, Update, Export, Import Solutions
  • Managed vs Unmanaged Solutions
  • Different Solutions and Patches
  • Customize Applications
  • Design Forms, Views, Charts, Reports
  • Mobile Forms Quick Create Forms, Quick View Forms, Navigation
  • Business Processes
  • Business Rules
  • Business Process Flows
  • Workflows
  • Dialogs
  • Actions
  • Entity and Field level Customization
  • System Vs Custom Entities
  • Calculatd Fields, Rollup Fields, Field Level Security
  • Web Resources
  • HTML, JavaScript Web Resources
  • Dynamics 365 Portals
  • Provision a Portal
  • Manage a Portal
  • Configure Dynamics 365 Portal
  • Manage Portal Contents
  • Customize Portal Contents
  • Development Overview
  • SDK Overview
  • Developer Tools
  • Development Style
  • XRM Overview
  • Build Web Application Overview with SDK common methods
  • Server-to-Server Authentication
  • Authenticate Users
  • Dynamics 365 Web Services
  • Organization Service
  • Discovery Service
  • Web API
  • Build Client Applications using XRM tools
  • XRM Tooling
  • Extend Applications
  • XRM Applications Overview
  • Metada and Data Models
  • Auto-number attributes
  • Customize entity attributes
  • Alternate Keys
  • Plug-in Development
  • Asynchronous Service
  • Plug-In Deployment
  • JavaScript Development
  • JQuery Development
  • Custom Workflow Assemblies
  • Custom Workflow Development and Deployment
  • Manage Documents using SharePoint
  • Enable Sharepoint Document management for specific entities
  • Integrate/Synchronize Email System
  • Server-side sync overview
  • Azure Integrations with Dynamics 365
  • Configurations
  • Overview of Field Service
  • Install and Setup Dynamics 365 for Field Service
  • Configure Default Settings
  • Resource Setup
  • Booking Setup
  • Work Order Setup
  • Inventory Setup
  • Agreements and Billing Setup
  • Universal Resource Scheduling
  • Configure the Schedule Board
  • Create a Work Order
  • Schedule a Work Order
  • Submit and approve time-off requests
  • Inventory Management
  • Setup a customer assets
  • Create a purchase order
  • Create an Inventory transfer
  • Create an inventory adjustments
  • Process a return
  • Return product to vendor
  • View product inventory
  • Introduction to CRM
  • Introduction to Microsoft Dynamics 365
  • Microsoft Dynamics 365 online Trial login
  • Introduction to Microsoft Dynamics 365 for Sales
  • Overview of entities, fields, records, record types
  • Overview of Customers, Leads, Opportunities, Orders, Products, UI Navigation
  • Sales to Order Processing
  • Setup a Product Catalog
  • Products, Bundles, Product Hierarchy, Clone Product
  • Product Catalog – Price Lists, Product – Price List Item Configuration
  • Goal, Goal Management, Reports, Dashboards
  • Introduction to Microsoft Dynamics 365 for Marketing
  • Marketing Lists
  • Campaigns & Quick Campaigns Target Campaigns Track Marketing Response
  • Introduction to Microsoft Dynamics 365 for Customer Service
  • Overview of Case Management
  • Queues overviews, Parent/child cases, Case routing rules, Case from Email
  • Service Level Agreements
  • Service Scheduling
  • Resource Scheduling
  • Customer Service Hub
  • Manage Cases and SLA’s
  • Knowledge Base Article
  • Dynamics 365 Subscriptions
  • What is Office 365?
  • Overview of Administration Area
  • Templates
  • Security Concepts
  • Manage Security, Users & Teams
  • Team Templates
  • Field Security Profiles
  • Business Unit
  • Business Unit Hierarchy
  • Setup an Organization
  • Settings Area
  • Manage Data
  • Import Export Data
  • Data Duplication Rules
  • Bulk Deletion
  • System Jobs
  • Audit History
  • Overview of Project Service Automation
  • Configure Project Service Automation
  • Setup resources
  • Resource Manager Overview
  • Manage Resource Requests
  • Schedule Resource for a Project
  • View Resource Availability
  • View Resource Utilization
  • Use Resource Scheduling Optimization
  • Project Manager Overview
  • Provide Work Estimates
  • Create a Project
  • Schedule a project with a work breakdown structure
  • Determine Project Cost and revenue estimates
  • Track Project Progress and cost
  • Create a Project Template
  • Submit Resource Requests
  • Create an Office 365 Group for a Project
  • Add documents to a Project
  • Track Project Status
  • View Project Team Members and Manage Bookings
  • View and Edit Project Estimates
  • Approve Time and Expenses
  • Review Project Actuals
  • View and Send Invoices
  • Account Manager Overview
  • Create a Customer Account
  • Create a Project Opportunity
  • Create a Project Quote
  • Create a Project Contract
  • Time, Expense, and Collaboration
  • Manage Projects and Bookings in Office 365
  • Collaborate using Office 365 Groups
  • Project Resource Hub

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