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

Immediate Joiners for Software Engineer/ Tech Lead - 3 to 14 years | MS CRM located at Pune

Dear Candidate,

Elitecore is looking for Software Engineer/ Tech Lead - MS CRM for its Product Dev Team located at Pune.

Immediate Joiners needed.

Company Profile
Elitecore Technologies Pvt. Ltd. is a Carlyle Group investee IT Company headquartered in Ahmedabad, India with over 850+ employees worldwide. Envisioned as Platform for Innovators, it has grown to become a high growth company in IPbased technologies offering business-critical solutions for Telecommunications, Networks Security and Access Gateway markets to clients across 110+ countries.

Founded in 1999; Elitecore"s strong technical credentials and a unique management philosophy makes it one of the fastest-growing Network Security and Telecom solution companies in the world. Elitecore"s CEO, Hemal Patel has been recognized as one of the top 50 powerful persons of Gujarat, India by Zee Business Media and the profiled as Rising Generation by Divya Bhaskar of the Bhaskar Group.

Elitecore"s Cyberoam range of UTM security products have been consistently rated 'Visionary' by global analyst Gartner in its Magic Quadrant for UTM and are currently No.1 in India.
Elitecore"s Telecom Practices division is well known for its innovative OSS/BSS solutions which has presence among 44+ leading telecom operators in the world and was rated 'Cool' by Gartner in its Communications Service Provider Operational and Business Infrastructure, 2012 Report. It also won analyst Frost & Sullivan"s prestigious Price-Performance-Value Leadership Award for its Billing and Charging Solutions.

For more details about the company pls. visit www.elitecore.com

We are expanding our team and are looking for innovators who can contribute to the growth of one of the fastest growing product companies in India.

 The profile requirement is given below. 

Position: Solution Designer/Tech Lead/ Developer - MS CRM
Job Location - Pune and Onsite
Exp Range - 3 to 14 Years

Roles and Responsibilities: 

• 4 - 10 years or more of total IT experience, with a minimum of 8 years of experience in Microsoft technologies
• 4 years or more in MSCRM
• Must have executed at least one large, complex, full-lifecycle implementations of MSCRM for an Enterprise customers, in the capacity of Tech Lead
• (At least one project must be on MSCRM 2011 / 2013) - involving team sizes of more than 20 resources, onsite-offshore model
• Must be thorough and hands-on in at two of the CRM modules - Sales, Service, Marketing
• Must have some experience on MSCRM 2013
• Experience in XRM is a must
• Should have executed integration of MSCRM /XRM with ERP and other legacy systems
• Must have thorough hands-on experience in deployment of MSCRM - including IFD, clustering, performance tuning, etc.
• Should be thorough and hands-on in Microsoft technologies : .NET 4.x, C#, ASP.NET, WWF, WCF, SQL Server, SSIS/SSRS Web Services
• Must have at least 2 years of Onsite experience
• Experience of other CRM products is a plus (though not mandatory)
• Should have led team sizes upwards of 6 - 7 consultants in projects
• Good communication skills - written and oral
• Demonstrable customer handling and management skills

Desired Profile 
Qualification: B.E.
Experience: 6+ year experience

If the profile and the challenges of the growing organization excite you, then please apply along with the required details.
1. Current Company
2. Current Designation
3. Current Salary (Gross Take home)
4. Expected Salary
5. Marital Status
6. Joining Period.
7. Total Experience
8. Area of Expertise

Regards,
Manager HR
Elitecore Technologies Pvt. Ltd.

904, Silicon Tower, Off C.G.Road,
Ahmedabad 380 006, India.
Desk : +91-79-66065606 329
Cell : +91- 9727743597

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/

Senior SAP Presales Consultants Required for CMMi Level 5 Company

Company:                   Bahwan Cyber Tek

Experience:                  5 to 10 yrsLocation:                     Chennai Bahwan CyberTek Pvt Ltd.  is looking for Senior SAP Presales Consultants for Chennai location. If the below job opportunity interests you, kindly send across your updated resume to joshua.philip@bahwancybertek.com Candidates should have vicinity on the following,Qualifications:  BE/BTech/BBA/MBAExperience: Years: 5-10 yrs
 Job Description:Identify, understand and define customer needs, objectives and business requirements, design a solution that can best meet the Client's requirementsCommunicate the business requirements to project/implementation team after completion of sale to ensure a smooth transition from presales to implementation stagesDevelop presentation material and demonstration scenarios for sales presentations which show how existing business processes can be mapped against R/3 or will need to be enhancedDemonstrate the value of the solution (not just demonstrate the functionality) and build a strong working relationship with both the prospect, SAP Partners and the SAP Account TeamSupport prioritized sales cycles, helping with strategy, competitive positioning, demonstrations and presentationsAssume a key role in opportunity planning, strategy, solution approach and competitive positioningActively support the sales teams in promoting and identifying solutions, articulating functional fit and completeness, responding to bid cycles, to the customer requests for information and information to tenderContribute to pipeline and revenue increase, through participation and coordination of demand generation activities, including customer workshops, SAP tradeshows and company eventsPossess strong sense of teamwork, integrity, self-motivation, positive attitude, and works to solve problemsStay up to date with new trends within SAP, our competitors, our partners and the IT industry as a wholeAttend industry seminars and events to raise profile of SAP and maintain own up to date knowledge of industry Role:                           Business AnalystRole Category:            System Design/Implementation/ERP/CRMIndustry Type:             IT-Software / Software ServicesFunctional Area:           IT Software - Application Programming, MaintenanceKeywords:                   Presales, Pre - sales, SAP Desired Candidate Profile      
          
Education:                   (UG - Any Graduate - Any Specialization) OR (PG - Any PG Course - Any Specialization) OR (Doctorate - Doctorate Not Required) Company Profile :   Bahwan Cyber Tek     http://www.bahwancybertek.com      
Bahwan CyberTek, (BCT) established in 1999, is a global IT provider of innovative software products and services. As a CMMi Level-5 Ver 1.3 organization, BCT is committed to delivering world-class solutions for its customers. Headquartered in Boston, US, BCT has 1850+ professionals excel in engineering and product development, middleware and integration solutions, business process management, business intelligence, business process outsourcing, and infrastructure management solutions. Our focus verticals include Banking, Government, Energy & Utilities and Logistics and SCM. BCT has delivered solutions in 20 countries across North America, Middle East, Far East, Africa and Asia. BCT's offerings span across Product Development, Systems Integration, Outsourced Application Development, Migration and Customization, Training and Consulting Services. Leveraging our state-of-the art Centre of Excellence (COE) in Chennai, and a global delivery model we provide our clients cost effective end-to-end solutions and a rapid time to market. Capitalizing on the vast implementation experience, industry expertise and a CUstomer Enterprise CENTric approach, BCT has developed CUECENT BPM, CUECENT ESB and Cuecent BPMS products. BCT is an Oracle Platinum Partner for Fusion Middleware and E-Business Suite and has been recognized as an SOA Pillar Partner in USA. With BCT's 10 year long association with Oracle as an Alliance Partner, BCT works with Oracle globally in providing high performance cost-effective solutions and brings the experience of 500+ B2B & Middleware Engagements worldwide across multiple verticals for its customers. To know more log on to www.bahwancybertek.com | www.cuecent.com                                 Contact: Joshua Immanuel Philiphttp://www.bahwancybertek.com

How to use Queues in Microsoft Dynamic CRM 2011

How to use Queues in Microsoft Dynamics CRM ?

A queue is nothing but a container for keeping  about anything that demands some action in CRM. Entities of any type can be added to the queue so that it can be assigned, categorized and processed.

Programmatically, a queue is a collection of queue items. A queue item serves as a container for an entity record, such as a task, an email, or an invoice.

An email activity in Microsoft Dynamics CRM can be converted into 3 different entities:

1. Lead

2. Opportunity

3. Case

Default Queue:

By default, every CRM user and team gets a default queue created with the user or team name respectively. You can choose to use this queue for all your work items, or you can create own queues to organize your stuff, for example on the basis of Priority.

Entities that can added to Queues?

In Microsoft CRM 2011, queues can be used for just any entity that demands some action – a task that needs to be done, a case that needs to be closed, a phone call that needs to be made

The following list contains default queue-enabled entities in Microsoft Dynamics CRM 2011:

• Appointment
  
• Campaignactivity
  
• CampaignResponse
  
• Email
  
• Fax
  
• Incident
  
• Letter
  
• PhoneCall
  
• RecurringAppointmentMaster
  
• ServiceAppointment
  
• Task

Enable Queues for Entities

In CRM 2011,  you can enable other entities for queues as well. In order to enable queues for entities other than those mentioned above, you will need to enable it for individual entities.

Go to the entity’s customization screen, and check the checkbox: Queues as shown in the image below:

In entity’s customization screen, check the checkbox: Queues  to enable those item to added to queue.