ms dynamics crm training in hyderabad-aads education

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Tel: 9912876900/8008203031 Email: [email protected] website: www.aadseducation.com Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad www.aadseducation.com Microsoft Dynamic CRM 2011 TRAINING 1. MSCRM OverView (What's New Features in Dynamic CRM 2011) 2. CRM Admin 1. Hardware and Software requirements 2. Setting up CRM Server Steps 3. CRM Tools 4. Third Party Tools 5. Differnce in CRM 4.0 and CRM 2011 6. Introduction OnPrimes, Online and Partner hosted 3. Marketing Automation 1. Marketing list 2. Marketing list MembersMember 3. Campaign 4. Campaign Activity 5. Quick Campaign 6. Distribute the Campaign Activity 7. Open the Campaign Activity (Email Message) 8. Promote to Response 9. Convert Campaign Response to Lead 10. Lead Qualification 11. Create Account Contact and Opportunity 12. CRM Activites 13. Sales Literature

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Aads education offers Microsoft customer relationship management to build a career in IT companies. Different modules cover functional, technical, and administrative issues the course includes CRM process with latest system.

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Page 1: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

Microsoft Dynamic CRM 2011 TRAINING 1. MSCRM OverView (What's New Features in Dynamic CRM 2011)

2. CRM Admin

1. Hardware and Software requirements 2. Setting up CRM Server Steps 3. CRM Tools 4. Third Party Tools 5. Differnce in CRM 4.0 and CRM 2011 6. Introduction OnPrimes, Online and Partner hosted

3. Marketing Automation

1. Marketing list 2. Marketing list MembersMember 3. Campaign 4. Campaign Activity 5. Quick Campaign 6. Distribute the Campaign Activity 7. Open the Campaign Activity (Email Message) 8. Promote to Response 9. Convert Campaign Response to Lead 10. Lead Qualification 11. Create Account Contact and Opportunity 12. CRM Activites 13. Sales Literature

Page 2: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

4. SalesForce Automation

1. Product Catalog 2. Discount List 3. Unit Group 4. Product 5. Price List 6. Opportunity 7. Quotes 8. Order 9. Invoice 10. Compitetor 11. Sales Literature

5. ServiceAutomation

1. Contract Template 2. Knowledge base Articles 3. Service Calendar 4. Contract 5. Contract line 6. Case

6. Marketing,Sales and Service Hands on Lab

7. Form Customization

1. New Forms 2. Design forms 3. Create attributes 4. Modify existing attributes

Page 3: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

5. Validations 6. Change Icons of a custom Entity in MS Dynamics CRM 2011 7. Editing Form Left Navigation items 8. Tabs 9. Sections 10. Headers 11. Footers

8. Views Customization

1. Advance find view 2. User Personal View 3. Associate View 4. Saved Query 5. User Query 6. Filters on Views 7. Connections in MS CRM 2011

9. Relationships

1. 1:N (one-to-many) Relationship 2. N:1 (many-to-one) Relationship 3. N:N (many-to-many) Relationships 4. Relationship Types 5. Cascading Rules 6. Adding Sub-Grids to Forms 7. Filtered Lookup Approaches in CRM

Page 4: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

10. Multiple Forms and Security

1. Form level Security in Microsoft Dynamics CRM 2011 2. Determine Field Level Security Permissions in Microsoft Dynamics CRM 2011 3. Microsoft Dynamics CRM 2011 – Multiple Role Based Forms 4. Setting up CRM 2011 Mobile Express

11. Auditing, Duplicate Detection and Data Import and Export

1. Enable Auditing Globally in CRM 2011 System 2. How to Use Audit Trails in Microsoft CRM 2011 3. Duplicate Detection & Merging Records in Microsoft Dynamics CRM 2011 4. Microsoft Dynamics CRM 2011 - Dynamic Worksheets in Excel Feature 5. Microsoft Dynamics CRM Data Import

12. CRM Securities

1. Roles 2. Privileges 3. Creating New Users 4. Setting Manager 5. Creating Business Unit 6. Team Management

13. Integrations 1. MSCRM Outlook Client Integration 2. SharePoint Integration with MSCRM

Page 5: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

14. Templates

1. Email Templates 2. Contract Templates 3. Knowledge base Articles 4. Subject 5. User Personal Settings 6. Identifying CRM Version

15. Dashboards Charts and I frames

16. CRM Out of Box Reports and Integrating with SSRS Custom Reports

17. Goal Management and Queue Management

18. Plugins

1. Introduction to the Event Framework 2. Plug-in Development 3. Write a Plug-In 4. Understand the Data Context Passed to a Plug-In 5. Handle Exceptions in Plug-Ins 6. Impersonation in Plug-Ins 7. Register and Deploy Plug-Ins 8. Debug a Plug-In 9. Register a Plug-in Using the Plug-in Registration Tool 10. Register a Plug-in Assembly 11. Register the Plug-in for an Event

19. Hands on lab on Plugins

20. Plugin Scenarios

Page 6: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

21. Workflows

1. Microsoft Dynamics CRM 2011 - Process Architecture 2. Defining Scope using Workflows in Microsoft Dynamics CRM 2011 3. Using the Workflow Process Step Editor in Microsoft Dynamics CRM 2011 4. Creating Child Workflows in Microsoft Dynamics CRM 2011 5. CRM 2011 Using Workflows vs. Dialogs

22. Dialogs

1. Working with Dialogs in Microsoft Dynamics CRM 2011 2. Utilizing Dialogs in CRM 2011 for Record

23. CRM SDK

1. Create 2. Update 3. Retrieve 4. Retrieve Multiple 5. Delete 6. CRM WCF Service 7. Portal Integration 8. DataMigration

24. Web Resources

1. Client Script Scripting using Java Script

25. Introduction to oData and Jscript in CRM 2011

1. Use Web Service Data in Web Resources (REST and SOAP Endpoint) 2. Use the REST Endpoint for Web Resources 3. What Is REST? 4. Microsoft Dynamics CRM Implementation of REST

Page 7: MS Dynamics CRM Training in Hyderabad-Aads Education

Tel: 9912876900/8008203031 Email: [email protected]

website: www.aadseducation.com

Address: 2nd Floor, Uma Chambers, Nagarjuna Circle, Punjagutta, Hyderabad

www.aadseducation.com

5. OData Entity Data Model (EDM) 6. OData and Jscript in CRM 2011 7. Limitations of OData Endpoint in CRM 2011

26. Performing CRUD Operations in CRM 2011 through JSON

27. Ribbon and Sitemap Customizations

28. Solution Management

1. Managed Solution 2. UnManaged Solution 3. CRM Project Deployment 4. Certifications for Microsoft Dynamics CRM 2011 5. Common Keyboard Shortcuts in Microsoft Dynamics CRM 2011