Microsoft Dynamics CRM 4.0 – Course Content

PART I – Overview

 Introduction to Microsoft Dynamics CRM

 Sales Process

• Leads

• Opportunities

• Competitors

• Products

• Quotes, Orders and Invoices

 Marketing

• Marketing Lists

• Campaigns

• Sales Literature

• Quick Campaigns

 Service

• Services

• Service Calendar

• Cases

• Knowledge Base

• Contracts

 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

• 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

• 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

 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

 Report Wizard, Scheduling and Exporting Reports

PART II – Extending MS Dynamics CRM

 Workflows

• Overview of Workflow

• The Workflow Designer

• Creating Workflows through Workflow Designer

• Creating Custom Workflow Activities

• Debugging Custom Workflow Activities

 Working with Site Map

 Working with ISV. Config

 Using the CRM Web Services

• CRM Service

• Discovery Service

• Metadata Service

 Advanced Platform Operations

• Querying Data

• Query Expression

• Query by Attribute

• Filtered Views

• Dynamic Entities

• Execute Method

• Working with Request and Response

 Form Scripting and Extensions (Java Script)

• Calling Web Services from java script

• Advanced topics, including from type considerations, cross-site scripting, using script for

validation, and loading external script files

• Script examples

 Plug-ins

• The event execution pipeline

• Details of the “IPluginExecutionContext” Interface

• Developing and Deploying plug-ins

• Debugging plug-ins