ANV Infosystem Pvt.Ltd. Pune India
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+91-9175688662
Office Hour: 07:00am - 10:00pm
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Microsoft Dynamics CRM
Introduction
Introduction to concepts of CRM
Sales Module
Lead Management
Opportunity Management
Product Management
Quotes, Orders and Invoices
Goal Management
Product Catalog
Understanding the Product Catalog
Unit Groups
Adding Products
Creating Price Lists
Creating Discount Lists
Marketing Module
Marketing List
Campaigns Management
Sales literature
Quick Campaigns
Goal Management
Service Module
Services
Service Calendar
Case Management
Knowledge Base
Contracts
Administration & Security
Creating and managing Business Units, Users and Teams
Privileges, Access Levels and Security Roles
Positions & Hierarchies
Creating and managing Security Roles
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
Subjects
Connections
Data Management
Duplication Detection Settings, Rules and Jobs
Bulk Record Deletion
Data Maps and Imports
MS CRM Entity Model
Customization Concepts – Entity Types and Attributes
Filtered Views
Creating Custom Entities and Attributes
Entity Customization
Form Customizations
UI Customization Capabilities
Form Customization – Working with Tabs, Sections, Fields and Iframes
Relationships, Views and Advanced Views
Types of Relationships
Relationship Behaviors
Creating Entity Relationships
Entity Mapping
Views and Advanced Views
Public, Personal and System View
View Customizations
Advanced Views Customizations
Processes (Workflows & Dialogs)
Overview of Workflow
Creating Workflows steps through Workflow Designer
Overview of Dialogs
Introduction to Solutions
Managed & Unmanaged Solutions
Relationship Behaviors
Importing & Exporting Solutions
Plugins
The Event Execution Pipeline
Developing Plugins
Plugin Registration Tool
Deploying and Debugging Plugins
Custom Workflows
Developing Custom Workflow Activities
Deploying Custom Workflow Activities
Microsoft CRM – Outlook Integration
Settings
Email Configuration
Email Tracking in CRM
Microsoft-Dynamics
100 % Project Support
Project Customization and Implementations
Experinced IT Professional
Change Request Management
Multiple platform for Support
Admin Support
