MSCRM Basics
- MSCRM Introduction
- MSCRM Architecture, Layers and Technology
- MSCRM Basic Navigations
- Accounts, Contacts , Activities
Sales & Marketing Management
- Lead Management
- Opportunity Management
- Product Management
- Campaign Management
- Marketing List Management
- Quotes, Order, Invoice Management
- Competitors and Goal Management
- Sales Literature and Marketing Materials
- Case Management
- Service Management
- Contract Management
- Knowledge Base Article Management
- Fiscal Year, Business Closures
- Goal Metrics
- Facilities and Equipment’s
- Queue management (Configuring POP3, SMTP, Gmail)
- Resource Group
- Quota, Sales Territories, Site Management
- Subjects, Connection & Relationship Roles.
- System Settings, Server Settings
- Business Unit, Security Roles creations.
- Field Security Profiles
- Team, User Creation
- Access and Privileges
- Auto Numbering, Languages Settings
- Data Imports
- Data Maps
- Templates of Data Imports
- Duplicate Detection Settings, Rules, Jobs
- Bulk Deletion
- Customization of System Entity, Custom Entity
- Entity Creation, Attribute Creations
- Form Creation, Section, Tabs, I frames,
- Relationship (1:N, N:1, N:N)
- Views creation
- Templates creation (Email, Contract, KB)
- Understanding Solutions
- Import & Export Customization
- Document Management
- Share point Document Locations
- Components Management
- Dashboard Creations
- Customizing Reports
Customizing RDL files with Business Intelligence Studio (Basic)
Goal Management
- Goal Audit Settings
- Entity and Field Audit Settings
- Audit Log Management
- Audit Summary
- Process Creations
- Process Triggers, Loops, Branch, Chain
- Process Export, Import and Publish
- Workflow Rules
Marketing Automation in Microsoft Dynamics CRM 2011(80290A)
Module 1: Introduction
- Benefits of Closed Loop Marketing
- Creating and Using Marketing Lists
- Marketing Campaigns and Quick Campaigns
- Quick Campaigns
- Introduction to Marketing Campaigns
- Creating a Marketing Campaign
- Creating and Using Campaign Templates
- Importing Leads
- Campaigns, Campaign Activities and Marketing Lists
- Creating and Using Email Templates
- Distributing Campaign Activities
- Capturing and Viewing Campaign Responses
- Working with Campaign Responses
- Analyzing Marketing Information with Lists, Views and Charts
- Working with Reports
- Creating and Managing Marketing Goals
- Creating Charts
- Customizing and Working with Dashboards
Sales Management in Microsoft Dynamics CRM 2011 (80291A)
Module 1: Introduction
- Overview of the Sales Process in Microsoft Dynamics CRM
- Core Records in the Sales Process
- Tracking Competitors and Managing Sales Literature
- Working with Leads
- Working with Opportunities
- Sales Processes, Workflows and Dialogs
Module 2: Working with the Product Catalog
Module 1: Introduction
Module 1: Introduction
Module 1: Business Units and Security Roles
- The Product Catalog and the Sales Process
- Unit Groups
- Adding and Maintaining Products
- The Microsoft Dynamics CRM Sales Order Process
- Opportunities, Quotes, and the Sales Process
- Working with Orders
- Working with Invoices
- Analyzing Sales Information with Lists, Views and Charts
- Working with Reports
- Exporting Sales Information to Microsoft Office Excel
- Creating and Managing Sales Goals
- Creating Charts
- Dashboards
Module 1: Introduction
- Getting Started with Service Management
- Cases and the Service Management Process
- Queues and Contracts in Service Management
- Working with Cases in the Case Grid
- Creating Case Records
- Working with Cases
- Contracts and Contract Templates
- Creating and Working with Contracts
- Using Contracts with Cases
- Article Templates
- Creating, Approving and Publishing Articles
- Using and Searching the Knowledge Base
- Cases and Knowledge Base Articles
- Introduction to Teams
- Introduction to Queues
- Creating and Managing Queues
- Working with Queues and Queue Items
- Using Workflows with Queues
- Service Management Reports
- Service Management Charts and Dashboards
- Goal Management for Service
Module 1: Introduction
- Service Scheduling Overview
- Service Scheduling Scenarios
- Service Scheduling Process
- Working with Service Activities and the Service Calendar
- Closing, Canceling, or Rescheduling a Service Activity
- Using Charts and Reports to Analyze Service Activities
- Understanding the Service Activity Scheduling Engine
- Resources, Services and Selection Rules
- Incorporating Customer Preferences
- Resource and Service Capacity Requirements
- Understanding Sites and Same-Site Requirements
Module 1: Business Units and Security Roles
- Business Units
- Managing Business Units
- Security Features
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations - Solutions
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
- Entity Concepts
- Modifying Custom Entities
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
- Basic UI Customization Capabilities
- View Customization Overview
- Charts
- Form Customization Overview
- Other Form Objects
- Creating New Forms
- Field Security Scope
- Field Security and Other Security Methods
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
