Online Training

We Provide Training on below subjects.
  1. Dynamics 365 CRM Technical & Functional,Pre-sales
  2. C#.NET & ASP.NET Dynamic Programming
  3. SQL Server Integration Services (SSIS)
  4. SQL Server Reporting Services (SSRS)
  5. Web Design : HTML , CSS, Javascript & JQuery, Photoshop
  6. Degree Student Academic Project Submissions
  7. On-the-job Support for Corporate Employees
  8. Freelancing Project Works

Dynamics 365 CRM Technical

Module : 1 Microsoft Dynamics CRM Concepts & Introduction
Microsoft Dynamics CRM functionality
Microsoft Dynamics CRM clients
Microsoft Dynamics CRM records
Application navigation
Module : 2 Customer records
Addresses
Personal options
Customization or Configuration. SSPUAT – Create a Solution and publisher
Module 3 Dynamics 365 CRM Application Architecture & Security Model in Microsoft Dynamics CRM 2016
Introduction to Business Units. Overview of Security Roles. User Management Overview. Team Management Overview, Teams and Sharing. Manage Security Roles for Users and Teams.
Module 4 Organization, Users and Business Unit, OOB Concept
Field Data Types. Field Display Formats. Field Properties. Customize Existing Fields. Configure Option Sets. Status and Status Reason Fields. Delete Fields.Global Option Set
Module 6: Lead to Opportunity Process Form
Convert Activity Records to Leads
Qualifying and Disqualifying Leads
Module 7:  Create, Maintain, and Use Sales Literature- Create, Maintain, and Use Competitors
Module 8: Create Opportunities and Work with Opportunity Form
Changing Opportunity Status,Managing Sales Opportunities- Create, work with, close, and reopen Opportunity records.
Describe the different statuses of an opportunity.- Use the assign functionality in Microsoft Dynamics to assign opportunities to other users.
Manage opportunities from system views.
Module 9 The Microsoft Dynamics CRM Product Catalog
Unit Groups
Adding and Maintaining Products
Creating, Maintaining and Using Price Lists
Currency Management
Creating a Price List, Managing the Product Catalog- Create Currency
Create a Unit Group associated with the Currency
Create a Product
Module 10 Create a Price List and Price List Item Tied to the Currency
Adding Line Items (Opportunity Products) to Opportunities
Quote Management
Working with Orders
Working with Invoices
Module 11 Configuring Goal Metrics
Configuring Fiscal Periods
Creating and Assigning Goal Records
Creating and Recalculating Parent and Child Goal Records
Creating a Rollup Query, Implement a Goal Metric
Module 12: Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N Relationships Connections and Connection Roles.
Module 13 Form Customisation Overview. Create and Modify Forms. Quick Create and Quick View Forms. Manage Multiple Forms. Mobile Clients,Modify Form Layout and Add Fields ,Create a Role-Based Form for the Competitor entity.
Module 14: View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views.Lab : Modify a Quick Find View
Module 15 Configure Business RulesLab : Create a Business Rule
Module 16 Service Scheduling Scenarios
Service Scheduling Terminology
Service Scheduling Process
Resources, Services and Selection Rules
Include Customer Preferences
Understand Sites and Same-Site Requirements
Manage Business Closures
Explain the Service Activity Scheduling Engine
Working with Service Activities and the Service Calendar
Close, Cancel, or Reschedule a Service Activity
 

Module 17

Running Built-in Reports
Exporting Sales Information to Excel
Working with Charts and Dashboards
Working with System Charts from the Opportunity List
Working with Dashboards
Create a New Dashboard in the Workplace
Sharing DASHBOARDS, Charts and Advanced Find Queries
Create a chart.
Create a dashboard, and add the advanced find query and chart to it.
Share the dashboard.
Module 18 Field Security. Access Team Templates. Auditing Overview
Module 19 Implementing Business Processes
Overview of Workflow
Overview of Dialogues
Setting up Custom Workflow Activity Assemblies
Demonstration: Configuring a Custom Workflow Activity
Creating Custom Workflow Activities
Debugging Custom Workflow Activities
Module 20 Objectives, Introduction
Overview of Plug-ins
Developing Plug-ins
Register and Deploy Plug-ins,Application Event Programming Objective SSPUAT