Developer/ Technical Consultant Course Dynamics 365 [ On-Demand Video Courses]

Course Intro

This course is developed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics Customer engagement (CRM) technology. The course covers Dynamics Customer engagement (CRM) functionality such as sales, marketing and customer service modules, and configuring the application for business requirements. The course gives more focus on customizing Dynamics Customer engagement (CRM) using UI and also extending the standard functionality of the application using code. By the end of the course attendees would carry a good knowledge on all areas of Dynamics Customer engagement (CRM).

Job Opportunities

The demand for certified Dynamics Customer engagement (CRM) consultants are higher in the market. A 2-3 years experienced Dynamics Customer engagement (CRM) functional consultant can earn as much as $70k-90k on an average. This course on Dynamics Customer engagement (CRM) Sales will help you on the following job roles:

  • Sales and Marketing
  • Dynamics Customer engagement (CRM) Functional Consultant
  • Quality Analysts/ Testing Professionals
  • IT Business Analysts
  • Pre-sales Consultants
  • IT Manager

 

Course Duration

 Total duration: 18+ hours of Video.

Prerequisites for the training

  • Basic knowledge on Sales, Marketing and Customer Service operations
  • Basic skill on .net programming and JavaScript
  • Access to Dynamics 365 account (cloud or on premise)

Expected Audience

  • .NET Developers
  • IT business analysts
  • Pre-sales and Sales Consultants
  • IT Managers
  • System Architects and designers
  • System admins
  • Fresh graduates

 

Course Contents

Module 1: Customizing Dynamics Customer engagement (CRM) using Code

Dynamics Customer engagement (CRM) Entity Model

  • Customization Concepts – Entity Types and Attributes
  • Filtered Views
  • Creating Custom Entities and Attributes
  • Entity Customization
  • Form Customizations
  • UI Customization Capabilities
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms

 

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, Exporting Reports

Working with DashBoards

Processes (Workflows & Dialogs)

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs

 

Module 2: Extending Dynamics Customer engagement (CRM)

Intro to Extending Dynamics Customer engagement (CRM)

  • Introduction to Extending Dynamics Customer engagement(CRM)
  • XRM Platform
  • Why Custom Development is needed?
  • Dynamics Customer engagement(CRM) Extensibility Architecture
  • Different methods to extend Dynamics Customer engagement (CRM)
  • Supported Vs un-supported customizations
  • How to use SDK for custom development

 

Working with Web Resources

  • Understanding Web Resources
  • Different Types of web resources
  • Create new web resources
  • Use Web resources for CRM Customization

 

Form Scripting

  • Understand basics of client scripting for CRM
  • CRM form events – Onload, OnSave, OnChange and TabStateChange.
  • Understand Xrm.Page Object model.
  • Use Javascript Notifications and alerts.
  • Debug Javascript on different browsers – IE, Firefox and Chrome.

 

Plugins

  • Understanding Event Execution Pipeline
  • Developing Plugins
  • Deploy and Register Plugins
  • Use Plugin Registration Tool
  • Develop plugins for CRM Online.

 

Develop Custom Workflow Activities

  • Basics of customizing Workflows and Dialogs.
  • Basic elements of Custom Workflow activities
  • Developing and Deploying Custom Activities
  • Integrate Custom activities with Workflows and Dialogs.
  • Debugging Custom Workflow Activities

 

Customizing Dynamics Customer engagement (CRM) Ribbons

  • Intro to CRM Ribbons and Ribbon Structure.
  • How to Customize CRM Ribbons Manually
  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
  • CRM Customizing using Ribbon Workbench

 

Customizing Dynamics Customer engagement (CRM) SiteMap

  • Basics of CRM Sitemap
  • Different methods to customize CRM Sitemap
  • Sitemap customization manually
  • Sitemap customization using Sitemap Editor

 

Develop Reports for Dynamics Customer engagement (CRM) – using Report Wizard and SSRS

  • Basics of Reporting in Dynamics Customer engagement (CRM)
  • Create Reports using Reports Wizard
  • FetchXML Reports
  • SSRS Based Reports
  • Reporting for Dynamics Customer engagement (CRM) online
  • Integrate Reports in Dynamics Customer engagement (CRM) Environment

 

Trainer’s Profile 

  • This course is prepared by Firoz Muhammed who has 10 years’ experience in the IT industry. He is a corporate trainer and certified Microsoft Dynamics Customer engagement(CRM) Consultant.
  • He has been teaching and do consulting for more than 9 years.
  • He carries experience in areas of business development, consulting, application development and corporate training.
  • He has worked for corporate like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies.
  • He can be connected on  [email protected]
  • For training inquiries please mail to [email protected] or call +91 8008 048 446.

 

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