Microsoft Dynamics CRM 2016 Training - Technical

Microsoft Dynamics CRM Training - Technical

Dynamics CRM is a powerful and mature Customer Relationship Management package. According to Microsoft, CRM "delivers a holistic view of each customer that enables client-facing employees to make expedited and educated decisions about strategic efforts in the sales, marketing, and customer service fields."Your effectiveness in managing your customer relationships using CRM is directly related to your level of mastery of the application. New Horizons provides training to enable you to build your skill set and get the most out of this extraordinary tool.

PART I – Applications in CRM 

Introduction to Microsoft Dynamics CRM 

Sales Process 

• Leads 

• Opportunities 

• Competitors 

• Products 

• Quotes, Orders and Invoices 

• Goals 

Marketing  

• Marketing Lists 

• Campaigns 

• Sales Literature 

• Quick Campaigns 

• Services 

• Service Calendar 

• Cases 

• Knowledge Base 

• Contracts 

PART II – Administration, Settings & Configuration 

Administration 

• Creating and managing Business Units, Users and Teams 

• Privileges, Access Levels and Security Roles 

• Creating and managing Security Roles 

• Auto Numbering and System Settings 

• Installing MUI Language Packs 

Settings & Configuration 

• Business Management 

• Sites, Sales Territories, Facilities and Resource Groups 

• System Queues and Custom Queues 

• Services and Business Closures 

• Fiscal Year Settings and Quotas 

• Subjects 

• Connections 

• Data Management 

• Duplication Detection Settings, Rules and Jobs 

• Bulk Record Deletion 

• Data Maps and Imports 

• Product Catalog 

• Understanding the Product Catalog 

• Unit Groups 

• Adding Products 

• Creating Price Lists 

• Creating Discount Lists  

PART III – Basic and Advanced Customizations in MS Dynamics CRM 

Entity Customization 

• Basic Form Customizations 

• Basic UI Customization Capabilities 

• Form Customization – Working with Tabs, Sections, Fields and IFrames 

• Introduction to Application Event Programming 

• Using Form and Field Events 

MS CRM Entity Model 

• Customization Concepts – Entity Types and Attributes 

• Creating Custom Entities and Attributes 

Relationships, Views and Advanced Views 

• Types of Relationships 

• Relationship Behaviors 

• Creating Entity Relationships 

• Entity Mapping 

Views and Advanced Views 

• Public, Personal and System Views 

• View Customizations – Common Tasks 

• Advanced Views Customizations 

Form Scripting 

• Client side scripting using Java Script 

• Working with IFrames 

Working with Web Resources 

Report Wizard, Scheduling and Exporting Reports 

Working with Dash Boards 

PART IV – Extending MS Dynamics CRM 

Processes(Workflows & Dialogs) 

• Overview of Workflow 

• Creating Workflows steps through Workflow Designer 

• Overview of Dialogs 



Introduction to Solutions 

• Managed & Unmanaged Solutions 

• Importing & Exporting Solutions 

Plugins 

• Developing Plugins 

• Deploying Plugins

For detail contacts us on firozct@gmail.com / +91 9739 222 782

Microsoft Dynamics CRM 2016 Training

Microsoft Dynamics CRM 2016 Training 

Dynamics CRM is a powerful and mature Customer Relationship Management package. According to Microsoft, CRM "delivers a holistic view of each customer that enables client-facing employees to make expedited and educated decisions about strategic efforts in the sales, marketing, and customer service fields."Your effectiveness in managing your customer relationships using CRM is directly related to your level of mastery of the application. New Horizons provides training to enable you to build your skill set and get the most out of this extraordinary tool.

Microsoft Dynamics CRM 2016 Training - Functional

In this course we will cover Dynamics CRM functionality from scratch including the 3 modules namely - Sales , marketing and Service Management. Also we would cover Microsoft Social Engagement, the new Social CRM part of Dynamics CRM.This course will enable you to become an expert on Dynamics CRM functionality and will help you boost your career.

Course Content

PART I – Applications in CRM Introduction to Microsoft Dynamics CRM 

Sales Process • Leads • Opportunities • Competitors • Products • Quotes, Orders and Invoices • Goals Marketing  • Marketing Lists • Campaigns • Sales Literature • Quick Campaigns 
• Services • Service Calendar • Cases • Knowledge Base • Contracts 


PART II – Administration, Settings & Configuration Administration • Creating and managing Business Units, Users and Teams • Privileges, Access Levels and Security Roles • Creating and managing Security Roles • Auto Numbering and System Settings • Installing MUI Language Packs 

Settings & Configuration • 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 and Quotas • Subjects • Connections • Data Management • Duplication Detection Settings, Rules and Jobs • Bulk Record Deletion • Data Maps and Imports • Product Catalog • Understanding the Product Catalog • Unit Groups • Adding Products • Creating Price Lists • Creating Discount Lists • Using Deployment Manager • Redeploying Dynamics CRM 

PART III – Basic Customization in MS Dynamics CRM Entity Customization • Basic Form Customization • Basic UI Customization Capabilities • Form Customization – Working with Tabs, Sections, Fields and IFrames • Introduction to Application Event Programming • Using Form and Field Events 


Views and Advanced Views • Public, Personal and System Views • View Customization – Common Tasks • Advanced Views Customization 
Report Wizard, Scheduling and Exporting Reports Working with Dash Boards 


PART IV – Extending MS Dynamics CRM Processes(Workflows & Dialogs) • Overview of Workflow • Creating Workflows steps through Workflow Designer • Overview of Dialogs 

For more details and enquery. contact us on firozct@gmail.com / 9739 222 782

SpiderLogic is looking for Senior MS CRM Developer / 3.5 to 8 years experience / Bangalore, India

SpiderLogic is looking for MS CRM consultants for Bangalore location.

Designation: MS CRM Sr. Developer

Experience: 3.5 to 8 yrs

Number of position: 1

Education: BE / BTech / ME / MTech / MCA

Key Skills: MS CRM Customization, Plug-in development, Implementations, Work Flow, ASP.Net & Reports.

Package: 10 - 11L

Location: Bangalore

Company Profile

SpiderLogic is the custom software division of Wipfli LLP, one of the top 25 accounting and consulting firms in the United States. SpiderLogic builds, integrates, and supports custom industrial-strength applications for clients. 

For more than 10 years, SpiderLogic has been a leader in designing systems utilizing advanced technology. We have a track record of success across many clients, industries and functions.  

http://spiderlogic.com/

Detailed Job profile:

Primary purpose of the position:

Individual that will develop, install, and support CRM, Collaboration, and Business Intelligence software implementations for existing and future CRM software customers.  Additionally, this individual will, at the direction of the Service Delivery leader, assist in the implementation and maintenance of the Service Delivery Center.

Specific Job Responsibilities:

·         Program in packaged application environments utilizing GUI and Web tools such as HTML, AJAX, JavaScript, ASP.NET 3.5+, Classic ASP programming style, SQL Reporting Services, XML, Silverlight.

·         Develop SQL scripting and stored procedures to be utilized in the development of CRM software applications.       

·         Design relational databases to best support application design set forth in functional specifications.

·         Provide ongoing support for CRM, Collaboration, and Business Intelligence applications ensuring overall client satisfaction.

·         Create technical specifications based on functional specifications provided by project team business analysts.  Technical specifications will be utilized in the design and development of CRM software applications.

·         Create unit test plans and perform unit testing to ensure quality of work.

·         Work in a project team environment, both with Wipfli team members and client team members.

·         Communicate project status and issues to project managers and other practice leaders as necessary.

·         Stay abreast of current and upcoming trends and technical capabilities of CRM, Collaboration, and Business Intelligence software.

·         Evaluate and identify other potential service needs for clients.

·         Participate in community activities and professional organizations to develop business contact relationships.

·         Assist in the sales process by working with the business development team to develop the scope of services and approach to solve client CRM needs.

·         Assist in the sales process by providing technical assistance and expertise on sales calls.     

Specific Skills, Education and Experience Requirements:

·         Bachelor’s degree in Information Systems or similar technical background, preferably with CRM, Collaboration, and/or Business Intelligence knowledge.

·         Work experience analyzing, designing, developing, implementing and supporting business processes in sales, marketing, and customer service functions.

·         Experienced troubleshooting and testing skills.

·         Demonstrated ability to implement tools and strategies to ensure a high standard of quality control.

·         Demonstrated problem identification/analysis skills.

·         Demonstrated communication and organizational skills.

·         Ability to handle multiple assignments with minimal supervision.

·         Demonstrated software development and systems analysis skills.

·         Demonstrated database design and query skills.

·         Demonstrated report design and creation skills.

·         Demonstrated writing skills

·         Ability to build and foster professional business relationships

·         Knowledge of industry practices and processes in line with firm’s target market

Contact:

Prerna Consultants Pvt. Ltd.

Shanmugha Arcade - 3^rd Floor , # 39, NGEF Lane, Indiranagar - 1^st Stage, Bangalore - 560038 /  +91-9035527000

Microsoft Dynamics CRM Infrastructure Overview

Microsoft Dynamics CRM Infrastructure Overview

In this video( a bit older at the time of MS CRM 2011) gives an overview of Microsoft Dynamics Dynamics CRM. Video explains on how we can implement a Dynamics CRM infrastructure which is high available and scalable.

We can implementing a high available Dynamics CRM environment  by clustering at application server level and load balancing. We can make the environment scalable by fail-over at SQL Server and at SSRS( SQL Server Reporting Server)

Understanding the Structure of CRM 2013 - Microsoft Dynamics CRM

Understanding the Structure of CRM 2013 - Microsoft Dynamics CRM




In this video, learn the overarching structure of Microsoft Dynamics CRM 2013.

This lesson is designed to help beginners understand Microsoft Dynamics CRM 2013 and Dynamics CRM Online by learning the user interface and how the application is structured. If you watched "What is Microsoft Dynamics CRM 2013?" you learned that this CRM 2013 is not only a CRM application that's designed to work from day one, but also a framework capable of being molded to your business practices. This lesson touches on some navigational features, but focuses primarily on the architecture of the application.

Source: http://www.xrm.com/

Microsoft Dynamics CRM 2013 User Experience Overview [Video]

The new Microsoft Dynamics CRM has a cleaner, faster and more intuitive user interface, all to drive your productivity. In this video, Eric Boocock, Senior Product Marketing Manager at Microsoft Dynamics shows new elements like the touch enabled navigation model, a new version of the customer record, a new command bar and more. Eric also demos the new Microsoft Dynamics CRM, in Firefox. Learn more about Microsoft Dynamics CRM vision at http://www.microsoft.com/en-us/dynami...

Microsoft Dynamics CRM - Accenture - Pune/Mumbai/Chennai/Hyderabad

Client : Accenture

Location : Chennai/Hyderabad/Mumbai/Pune

Skills : Microsoft-Dynamics CRM Technical

JD- Must Have skills - Must have worked on CRM 011 for atleast 6 months - Must have worked on Dynamics CRM 4 or 011 version for atleast a Year. - Should be able to create and debug Plugins - Should be able to create and debug Custom Workflow activities - Should be able to do Ribbon customization - Understanding of Solutions - Understanding of the security in Dynamics CRM - Should have understanding of using Developer Toolkit for Dynamics CRM Good to have Skills - Silverlight - SSRS"


Position : SSE/TL

Exp : 3 - 10 Yrs

If interested, Kindly send your updated CV to kavitha.ezhilarasi@adecco.co.in with current CTC

DOB.
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Current Location        

Immediate Opening for MS CRM Developers for Cognizant - Bangalore

Skills:

Hands on experience on MS CRM 2011 Development/ Architecture experience

Experience required for the Job: 3 - 7 years

Job Location: Bengaluru/Bangalore

Interested candidates please send your updated resume for further discussions ASAP

Contact: Bramha | bramhanadam.gourappagari@cognizant.com

Cognizant (NASDAQ: CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant combines a passion for client satisfaction, technology innovation, deep industry and business process expertise, and a global, collaborative workforce that embodies the future of work. With over 50 delivery centers worldwide and approximately 149,000 employees as of September 30, 2012, Cognizant is a member of the NASDAQ-100, the S&P 500, the Forbes Global 2000, and the Fortune 500 and is ranked among the top-performing and fastest growing companies in the world. 

Visit us online at www.cognizant.com for more information

14 Microsoft Dynamics CRM 2011 Books that Every Consultant Should Have

Anyone who is trying to learn the basics of Microsoft Dynamics CRM or upgrade their knowledge on the latest version of Dynamics CRM platform needs the best resources - books on Dynamics CRM.  A bunch of good books in your shelves will help you go long way in your Dynamics CRM career.

Some of the best books on Dynamics CRM that I found out are listed out here, which is not in any particular order. 

Microsoft Dynamics CRM 2011 Application Design

Author: Mahender Pal (Dynamics CRM MVP).

This book is a guide for developers to extend Dynamics CRM using the newest customization features - custom modules, site map customization, use of developer’s toolkit to build plugins, create web applications in Silverlight and create mobile applications with Mobile Express.

Microsoft Dynamics CRM2011 Unleashed

Authors: Marc J. Wolenik, Damian Sinay and Rajya Vardhan Bhaiya.

A guide for planning, customizing, deploying, and securing Microsoft Dynamics CRM 2011. Explain how Dynamics CRM 2011 works and how to drive maximum business value from it. It also contains discussions on data visualization, SharePoint integration, user interface changes, dashboards, workflows, WCF-based programming model, UI scripting, and security.  

Working with Microsoft Dynamics CRM2011

Authors: Mike Snyder, Jim Steger, and Kristie Reid.

This book provides hands-on lessons on configure, adapt, and extend Microsoft Dynamics CRM 2011. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming. 

MicrosoftDynamics CRM 2011 Step byStep

Authors: Mike Snyder, Jim Steger, and Brendan Landers.

Use the easy-to-follow lessons to master the fundamentals of Microsoft Dynamics CRM 2011. It goes in depth on working within tools such as Microsoft Outlook®; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders etc. 

MicrosoftDynamics CRM 2011 Administration Bible

Authors: Matt Wittemann and Geoff Ables;

An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts! This in-depth Bible is packed with expert guidance on Microsoft's Dynamics CRM 2011. Whether you're new to Dynamics CRM or upgrading from an earlier version, you'll get thoroughly up to speed on everything from the basics to new features and more.

Sams Teach Yourself MicrosoftDynamics CRM 2011 in 24 Hours

Authors: Anne Stanton.

This book is a straightforward, step-by-step approach to orchestrate successful Dynamics CRM projects, automate processes, create more efficient workflows, and optimize sales and marketing campaigns. Explains in 24 simple chapters new features of Dynamics CRM ranging from the new Ribbon interface to SharePoint integration. 

The CRM Field Guide

The CRM Field Guide is an essential guide to Microsoft Dynamics CRM that everyone should have on their bookshelf. This book offers you the best practices and strategies of the combined experience of some of the most recognizable global experts in the CRM industry. 

Microsoft Dynamics CRM 2011 New Features

Authors: Jim Wang, Darren Liu

This book will help you master the new features of Microsoft Dynamics 2011. Covering client-side programming to perform data validation, automation, process enhancement, Plug-Ins and Processes. Also covers extending Microsoft Dynamics CRM 2011 in the Cloud.  You can read more about the book in the review that DONNA EDWARD wrote.

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

Authors:  Neil Benson(Dynamics CRM MVP).

This book is mainly focuses on Dynamics CRM certification paper MB2-866- Customization and Configuration Certification guide, contains a plethora of information relevant to helping you pass the exam to include a practice exam. 

Microsoft Dynamics CRM 2011: Dashboards Cookbook

Author: Mark AuCoin ( Dynamics CRM MVP).

This book provides you very specific information  you need to become the Master of CRM Dashboards. visualizing your most important data at a glance. Explains how iFrames, chart customizations, advanced WebResources etc. can improve your dashboards in Dynamics CRM with scenario.

Microsoft Dynamics CRM Online 2011 Quick Reference

Authors: Edward Kachinske, Timothy Kachinske, and Adam Kachinske

Just like the title says this book is a quick reference for online version of Dynamics CRM- Dynamics CRM Online 2011. Explores end-user features in CRM Online 2011 and includes step-by-step processes, tips & tricks, and expert advice from some of the country’s top CRM consultants.

MaximizingYour Sales with Micrbysoft Dynamics CRM 2011

Authors: Edward Kachinske, Timothy Kachinske, and Adam Kachinske.

This book is more of focusing on the functional side of Dynamics CRM targeted for Sales Professionals and other CRM Users who want to learn how to get the most from the application when working with Accounts, Contact, Opportunities, Reports and more.

DynamicsCRM Deep Dive: Security

Author: Mitch Milam (Dynamics CRM MVP).

A book dedicated for Dynamics CRM security. As name indicates a deep dive into all aspects of security related to the Microsoft Dynamics CRM 2011 application.

Silverlight+ CRM

Author: Dave and Julie Yack (Dynamics CRM MVPs). 

A guide explains how to use Silverlight with CRM 2011 application. Describes in details how Silverlight components can be added and make them building blocks for larger Dynamics CRM solutions. A guide for for developers who want to learn more about the capabilities of Silverlight and CRM 2011.