Installation and Deployment (MS CRM Administration)
o Microsoft Dynamic CRM Overview
o Different types of Deployment (Online, On- Premise and Partner Hosted)
o Hardware and Software Requirements
o Installation of Dynamics CRM
o Deployment Manager 6. Reporting Configuration
o Organization Import and database Restore
o Upgrade lower version to Higher Version
o Database Structure
o Language pack Installation
o Roll up Installations
Microsoft Dynamic CRM Applications (MS CRM Functional)
o Overview
o Navigation
o Working with the Application
o Working with Records
o Quick Find and Multi-entity search
o Marketing, Sales and Service Overview
o Marketing, Sales and Service Life Cycle with different domains and real time examples
Customization and Configuration
o Create and configure a model-driven apps
o Create and configure entities
o Create and configure forms
o Create and configure views
o Create and configure fields
o Create and configure relationships
o Create and configure charts
o Create and configure dashboards
o Create and manage reports
o Configure auditing
o Configure calculated and rollup fields
o Configure hierarchical views
o Configure timer Control
o Create and configure (Iframes,webresource, HTML and images )
o Configure settings to meet minimal capabilities
o Configure out of the box and custom items to meet minimal capabilities specified
o Design site map
o Configure apps by using App Designer
o Configure visualizations Create Canvas Apps
o Configure a Canvas App
o Develop complex expressions
Microsoft Dynamics CRM 2016 - Service Management Details
o Identify available templates in Dynamics 365
o Create email templates
o Create Excel templates
o Create Word templates
o Create and configure article and campaign templates
o Create contact templates
o Create article templates
Manage entities and data
o Modify an existing data model
o Create new or modify existing entity(s)
o Create new or modify existing relationships
o Create new or modify existing fields
o Create new or modify existing views
o Manage accounts and contacts and other entities
o Create and configure Common Data Services
Import and export data (Data Management OOB)
o Import data by using the import data wizard
o Export data from Dynamics 365
o Create data templates
o Choose file types to upload into system
o Identify source fields to Dynamics 365 Fields mapping
o Save mappings to template
o Import field translations Manage data
o Perform data clean-up
o Configure bulk record deletion
o Configure duplicate detection setting
o Implement data encryption
Implement security
o Configure security in Office 365
o Identify Office 365 Admin role assignments
o Add Users to security group administration Configure security settings
o Manage security roles
o Manage users
o Manage teams
o Create and manage field security profiles
o Configure hierarchy security
Integration with Microsoft Dynamics CRM
o MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF Web Service)
o SSRS Integration with MS CRM
o Asp. Net Integration with MS CRM
o CURD Operations
o Query Expressions
o Fetch Xml
o Query by Attribute
o SharePoint Integration with MS CRM
o Outlook Offline Client Integration with MS CRM
o SSIS Integration with MS CRM
o 3rd Party Integration with MS CRM 8. Data Migration with MS CRM
Plugins
o MS CRM Plugin Architecture
o Development
o Registration
o Debugging
o Shared Variables
o Images
o Plugin Messages
o Impersonation
o Plugin Constructors
o Offline Plugins
o Plugin Execution Order
o Handling Exceptions
o Synchronous vs. Asynchronous
Configure Power Automate
o Configure a Flow
o Configure actions to use Common Data Service connectors
o Develop complex expressions
Workflows
o Understanding Workflows Basics
o Understanding the trigger options with RT workflow
o Workflow Actions
o Real Time Workflows
o Asynchronous Workflows
o Child Workflows
o On Demand Workflows
o Custom Workflows
o Recursive Workflows
o Wait Conditions
o Extending Workflows with Code
Implement processes
o Create and configure business process flows
o Create and configure business rules
JavaScript
o Advance JavaScript
o Configure supporting components
o Create JavaScript
o Register an event handler
o Use the Web API from client scripting
o Apply business logic using client scripting
Business Rules
Ribbon Customizations
Site Map Customizations
Create and maintain solutions
o Configure solutions
o Import and export solutions
o Manage solution dependencies
o Distribute solutions and patches
