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

Microsoft Dynamics CRM 2011 Interview Questions- Security

Security is an important part of Microsoft Dyanmics CRM administrator day to day activities. Developers who customize and implement the Microsoft CRM also should have a good idea of security model. In any Microsoft CRM technical interview you can expect a couple of security questions. So I have compiled the most important security questions here.

1. Difference between Role based and object based security.

2. What are the 3 different security levels in Microsoft CRM 2011

3. Define Role based, record based and field level security.

4. Define security roles and Field level security?

5. A user in Microsoft CRM have assigned Sales representative role and have Read access for accounts at user level. Later he assigned to a Sales manager role which has write access for accounts at organizations level. What would be the access he will have in effect?

6.  In a sales organization who implemented Microsoft CRM, sales manager wants the sales target and deadline fields disabled for sales executives from all the forms. How to achieve this?

7. Can a Microsoft CRM user apply field level security for a system entity field?

8. How to implement Field level security for a field in an entity form?

9. There exists two business units in an organization, BU1 and BU2. The admin need to give  user of BU1 access to some records that belongs to BU2. What is the best approach to configure the same?

10. Define privileges and access levels?

11. What are the five access level depths that are available for most privileges?

Also Read: Microsoft Dynamics CRM 2011 Interview Questions -1

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