CrmWrench | Microsoft Dynamics CRM

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/

Microsoft Dynamics CRM 2013 Certification Exams

As Microsoft has rolled out its 2013 version of Microsoft Dynamics CRM 2013 the company has setup certification exams for the new version of software. There are 5 streams of certification exams exists for Dynamics CRM 2013 as Microsoft Dynamics CRM 2013 Applications, Extending Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM 2013 Deployment, Microsoft Dynamics CRM 2013 Customization and Configuration and Functional Application in Microsoft Dynamics Marketing.

Microsoft Dynamics CRM 2013 Certification Exams

Each of the links here will take you to the certification page on Microsoft learning page.

CRM Online specific certifications:

In addition the above mentioned exams Microsoft has started two new streams for exams for the online version of Microsoft Dynamics CRM.

MB2-721: Microsoft Dynamics Customization and Configuration in CRM Online Fall '13
MB2-722: Microsoft Dynamics Deployment in CRM Online Fall '13

Related articles:

MS CRM 2013 - Interview Qestions

I have had posted articles on the interview questions for Microsoft CRM 2011 couple of months back and found out that there is lot number of people looking for MS CRM interview questions online. Now it is the time of Microsoft Dynamics CRM 2013 so I have updated the list and publishing here for version CRM 2013.

As the first release of Dynamics CRM 2013 ( ver 6.0) comes with lot of changes in user Interface, in Dynamics CRM 2013 Service Pack1 (SP1) version there are considerable changes in the features as well especially in the service management module. So if an interviewer is keen to check your knowledge on MS CRM 2013 then you can expect some questions from the new service management and service scheduling features added to this version of MS CRM 2013.

Here is the list of MS CRM 2013 interview questions

1. What is the default time period of auto-save in MS CRM 2013 forms?

2. Can you disable auto-save for a particular entity form and if yes, how?

3. What is business Process flows in MS CRM 2013?

4. Have you got a chance to customize business Process flows in MS CRM 2013? If yes, what you tried to achieved using the same?

5. List out the new process types added in MS CRM 2013?

6. Has Microsoft made any chances to the table of MS CRM, and if yes what are those?

7. How to achieve duplication detection in MS CRM 2013?

8. What are the changes in service module brings in MS CRM 2013?

9. What is business rules and how it is helpful in scripting?

10. What is business rules in MS CRM 2013 and how you can implement the same?

11. If there exists two business rules registered for a single field on form, where business rule 1 set the value of field as X and business rule 2 sets the value of field as Y, then what will be the value of the field?

Read more : Interview questions for Microsoft Dynamics CRM 2011

I will update the list with more relevant questions as possible!

Hope the questions are useful. Please feel free to let me know your opinion!!

Microsoft Dynamics CRM 2015 Release Preview Guide

Microsoft has released the preview guide for Microsoft Dynamics CRM 2015.

Through this release Microsoft expects to bridge the gap between sales and marketing departments by making them enabled to work together.

The document outlines the capabilities of its upcoming Customer Relationship suite products - Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online (2015 Update), Microsoft Dynamics Marketing (2015 Update) and Microsoft Social Listening (2014 R2).