Microsoft Dynamics CRM 2013/2015/2016 Training in Bangalore

Microsoft Dynamics CRM is Customer Relationship Management (CRM) software that focuses mainly on Sales, Marketing and Service sectors to enable companies to manage and track all customer-facing activities.Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a Browser or by a thick client plug-in to Microsoft Outlook. Besides Internet Explorer the Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Roll up,The current version of Microsoft Dynamics CRM is 2016 with over 80,000 customers.

MS Dynamics CRM Training - Overviews

  • 10+ years of experienced Trainers
  • Online classes available in morning, evening and weekends
  • FREE Unlimited practice sessions
  • One to One training facility
  • 100% Live training, during the session you can ask any doubts
  • Classroom training with all technical support, from morning 9:00 Am to evening 6:00 PM
  • Trained 1000+ students
  • Successfully delivered 300+ corporate training programs
  • FREE Unlimited practice online sessions
  • Post training support for implementation
  • Covers all modules (functional, technical and administrative)
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Microsoft Dynamics CRM 2015 Technical Training Syllabus

PART I – Applications in CRM

Introduction to Microsoft Dynamics CRM
Sales Process
• Leads
• Opportunities
• Competitors
• Products
• Quotes, Orders and Invoices
• Goals
• Marketing Lists
• Campaigns
• Sales Literature
• Quick Campaigns
• Services
• Service Calendar
• Cases
• Knowledge Base
• Contracts

PART II – Administration, Settings & Configuration

• Creating and managing Business Units, Users and Teams
• Privileges, Access Levels and Security Roles
• Creating and managing Security Roles
• Auto Numbering and System Settings
• Installing MUI Language Packs
Settings & Configuration
• Business Management
• Sites, Sales Territories, Facilities and Resource Groups
• System Queues and Custom Queues
• Services and Business Closures
• Fiscal Year Settings and Quotas
• Subjects
• Connections
• Data Management
• Duplication Detection Settings, Rules and Jobs
• Bulk Record Deletion
• Data Maps and Imports
• Product Catalog
• Understanding the Product Catalog
• Unit Groups
• Adding Products
• Creating Price Lists
• Creating Discount Lists

PART III – Basic and Advanced Customization in MS Dynamics CRM

Entity Customization
• Basic Form Customization
• Basic UI Customization Capabilities
• Form Customization – Working with Tabs, Sections, Fields and I-Frames
• Introduction to Application Event Programming
• Using Form and Field Events
MS CRM Entity Model
• Customization Concepts – Entity Types and Attributes
• Creating Custom Entities and Attributes
Relationships, Views and Advanced Views
• Types of Relationships
• Relationship Behaviors
• Creating Entity Relationships
• Entity Mapping
Views and Advanced Views
• Public, Personal and System Views
• View Customization – Common Tasks
• Advanced Views Customization
Form Scripting
• Client side scripting using Java Script
• Working with I-Frames
Working with Web Resources
Report Wizard, Scheduling and Exporting Reports
Working with Dash Boards

PART IV – Extending MS Dynamics CRM

Processes(Workflows & Dialog)
• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Overview of Dialog
Introduction to Solutions
• Managed & Un-managed Solutions
• Importing & Exporting Solutions
• Developing Plugins
• Deploying Plugins

How does MS Dynamics CRM help a business?

Collecting and Sharing Data

CRM systems like Sales force and Microsoft Dynamics CRM provide a standardized method for collecting and sharing customer data and cataloging customer interactions

Maintain Contact, Verify Address, Create Invoices

CRM can be used by executives to create sales projections, by sales reps to maintain contact with clients, by shipping clerks to verify addresses, and by the billing department to create invoices

Easily Share Business Data

If all of the data is standardized, it’s easily shared throughout the business.

Increase Sales, Improve Customer Relations

The goal of CRM is to provide a comprehensive store of customer data that can be used to increase sales, improve customer retention, and make customer relations more efficient

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