 |
|
|
|
|
|
MS CRM 4.0 - Application and Customization
(32 Hours)
Course Description:
Microsoft Dynamics CRM 4.0 is a broad and extensible platform which is built to be customized to your client needs, but also contains many useful features right out of the box.
This workshop will take you through the application existing features and customization tools. By the end of it, you will be able to set up a Microsoft Dynamics CRM working application without writing a single line of code.
Each topic will be accompanied with real business requirements from actual projects I have implemented.
Workshop target: Understanding Microsoft Dynamics CRM 4.0 concepts and features, acquiring familiarity with the application existing features and extending abilities using real business requirements implementation
Trainer:
Yaniv Arditi experts in Microsoft Dynamics CRM products and is officially certified by Microsoft to develop and implement these products. In the last four years, as a product expert, Yaniv was involved in consulting, training and managing various projects for global organizations which implemented Microsoft Dynamics CRM products in versions 1.2 to 4.0. Among his other roles, Yaniv carried out a long line of development roles as a development team leader and solutions architect for ASP.NET technology.
In 2008 Yaniv has joined E4D as a consultant and trainer who experts in the development of interfaces and ISV solutions for Microsoft Dynamics CRM products
Course Content:
 Module 1: Proudct Overview
- Introduction to Microsoft Dynamics CRM
- Getting around in Microsoft Dynamics CRM
- Working and customazing Accounts and Contacts
- Working with Activities and Notes
- Microsoft Dynamics CRM for Outlook
- Business Requirement implementation
|
Module 2: Sales
- Working and customazing Leads and Opportunities
- Working with Quotes
- The products catalog
- Sales Reports
- Business Requirement implementation
|
Module 3: Marketing
- Using Marketing Lists
- Managing Campaigns and Quick Campaigns
- Working and customazing Campaigns activities and Responses
- Marketing Reports
- Business Requirement implementation
|
Module 4: Service
- Tracking Service Requests
- Using the Knowledge Base
- Working with Contracts and Queues
- Service Scheduling
- Service Reports
- Business Requirement implementation
|
Module 5: Authrization model
- Privileges overview
- Understanding the Authorization model
|
Module 6: Data Management
- Detecting Duplicate Records
- Using Advanced Find
- Using the Reports Wizard
- Reporting with Microsoft Office Excel
- Importing Data
- Business Requirement implementation
|
Module 7: Workflow
- Workflow overview
- Creating workflow rules
- Extending workflow rules
- Business Requirement implementation
|
Module 8: Customizaing and Extending Microsoft Dynamics CRM 4.0
- Customization overview
- Customizing Forms and Views
- Customizing Entities and Attributes
- Customizing Relationships and Mappings
- Supporting Multi languages organization
- Extending Microsoft Dynamics CRM 4.0 overview
- Business Requirement implementation
|
|
|
|
|
|