Course Content
MSCRM Basics
- MSCRM Introduction
- MSCRM Architecture, Layers and Technology
- MSCRM Basic Navigations
- Accounts, Contacts , Activities
Sales & Marketing Management
- Lead Management
- Opportunity Management
- Product Management
- Campaign Management
- Marketing List Management
- Quotes, Order, Invoice Management
- Competitors and Goal Management
- Sales Literature and Marketing Materials
Service Management
- Case Management
- Service Management
- Contract Management
- Knowledge Base Article Management
Business Management
- Fiscal Year, Business Closures
- Goal Metrics
- Facilities and Equipment’s
- Queue management (Configuring POP3, SMTP, Gmail)
- Resource Group
- Quota, Sales Territories, Site Management
- Subjects, Connection & Relationship Roles.
Administration
- System Settings, Server Settings
- Business Unit, Security Roles creations.
- Field Security Profiles
- Team, User Creation
- Access and Privileges
- Auto Numbering, Languages Settings
Database Management
- Data Imports
- Data Maps
- Templates of Data Imports
- Duplicate Detection Settings, Rules, Jobs
- Bulk Deletion
Customization& Solutions
- Customization of System Entity, Custom Entity
- Entity Creation, Attribute Creations
- Form Creation, Section, Tabs, I frames,
- Relationship (1:N, N:1, N:N)
- Views creation
- Templates creation (Email, Contract, KB)
- Understanding Solutions
- Import & Export Customization
Document Management
- Document Management
- Share point Document Locations
- Components Management
Report Management
- Dashboard Creations
- Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)
Goal Management
- Goal Audit Settings
- Entity and Field Audit Settings
- Audit Log Management
- Audit Summary
Workflow Creations
- Process Creations
- Process Triggers, Loops, Branch, Chain
- Process Export, Import and Publish
- Workflow Rules
