Microsoft Dynamics 365 Online Expert level by invitech it solutions

Introductionto Microsoft Dynamics CRM

Sales Process

Leads
Opportunities
Competitors
Products
Quotes, Orders and Invoices
Goals

Marketing

Marketing Lists
Campaigns
Sales Literature
Quick Campaigns
Service
Services
Service Calendar
Cases
Knowledge Base
Contracts

Administration, Settings & Configuration

` Administration

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
Working with Multi Currency
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
Using Deployment Manager
Redeploying Dynamics CRM

Basic and Advanced Customizations in MS Dynamics CRM

Entity Customization

Basic Form Customizations
Basic UI Customization Capabilities
Form Customization Working with Tabs, Sections, Fields and IFrames
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 Customizations Common Tasks
Advanced Views Customizations

Form Scripting

Client side scripting using Java Script
Working with I Frames

Working with Web Resources

Report Wizard, Scheduling and ExportingReports

Working with Dash Boards

Extending MS Dynamics CRM

Processes (Workflows & Dialogs)

Overview of Workflow
Creating Workflows steps through Workflow Designer
Overview of Dialogs
Creating Dialog Pages, Prompt and Response
Working with Input Parameters in Dialogs

Ribbon Customizations

Creating & Hiding Ribbon Elements
Enabling & Disabling Ribbon Elements

Working with Site Maps

Introduction to Solutions

Managed & Unmanaged Solutions
Importing & Exporting Solutions

Advanced Client Side Scripting

Working with ODATA
Working with REST
Working with SOAP

CRM Web Services

Introduction to Web Services
Query Expression & Query Attribute
Request & Response

Plugins

The Event Execution Pipeline
IPluginExecutionContext Interface
Developing Plugins
Deploying Plugins
Debugging Plugins

Custom Workflows

Developing Custom Workflow Activities
Deploying Custom Workflow Activities

Debugging Custom Workflow Activities