Dynamics 365 CRM Developer Training Online

Developer Online Training – Microsoft Dynamics 365 Customer Engagement (CRM)

Course Objective

This course is developed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics 365 CRM technology. The course covers Dynamics 365 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 365 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 365 CRM.

Course Duration:  

Total duration: 20 Hours

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: Dynamics 365 Functionality

Introduction to Dynamics 365 Customer Engagement (CRM)

  • Dynamics product Stack
  • History of Microsoft Dynamics CRM
  • Editions in Microsoft Dynamics CRM
  • Deployment types & Licensing Options
  • Comparison with other CRM’s in the Market
  • XRM Framework
  • Out of Box Features (OOB Concepts)

 

Module 2: Customizing Dynamics 365 CRM

MS CRM Entity Model

  • Intro to OOB Customization
  • Supported Vs un-Supported customization
  • Entity Customization
  • Custom Entities and Attributes
  • Form Customizations
  • Customization Concepts – Entity Types and Attributes
  • Form Customization – Working with Tabs, Sections, Fields and Iframes
  • Introduction to Application Event Programming
  • Using Form and Field Events
  • Mobile Forms

Entity Relationships

  • Types of Relationships
  • Creating Entity Relationships
  • Creating 1:N and N:1 relationships
  • Creating N:N relationships
  • Understanding Relationship Behaviours
  • Entity Mapping 

 

Views and Advanced Views

  • Types of Views
  • Public, Personal and System Views
  • View Customizations – Common Tasks
  • Advanced Views Customizations
  • Personal Views
  1. Charts and Dashboards
  • System and Personal charts
  • Customize existing charts
  • Creating new charts
  • Personal Charts
  • Sharing Personal Charts

Relationships, Views and Advanced Views

  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping

 

Business Rules

Processes: Workflows & Dialogs)

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

 

Processes: Business Process Flows and Actions

  • Overview of BPFs
  • New BPF designer
  • Customize existing BPFs
  • Create new BPFs and braching
  • Overview of Actions
  • Create Actions for Account Entity
  • Working with Input Parameters in Dialogs.

Module 4: Extending Dynamics 365 CRM

Intro to Extending Dynamics 365 CRM

  • Introduction to Extending Dynamics 365 CRM
  • XRM Platform
  • Why Custom Development is needed?
  • Dynamics 365 CRM Extensibility Architecture
  • Different methods to extend Dynamics 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 using JavaScript

  • Client side scripting using Java Script
  • Working with Iframes
  • 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

 

Develop Plugins

  • What is Plugins?
  • Understanding Event Execution Pipeline
  • Developing Plugins
  • Deploy and Register Plugins
  • Use Plugin Registration Tool
  • Develop plugins for CRM Online
  • Debug Plugins online and on-premise
  • ITrace Service
  • Register Plugins with Actions

 

Develop Actions

  • Actions
  • How Actions work
  • Actions Vs Workflows
  • Register Plugins with Actions
  • Trigger actions from Workflows
  • Trigger Actions using code.

 

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 365 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 365 CRM SiteMap

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

 

Develop Reports for Dynamics 365 CRM

  • Reporting in Dynamics 365
  • Create Reports using Reports Wizard
  • FetchXML Reports
  • SSRS Based Reports
  • Reporting for Dynamics CRM online
  • Integrate Reports in Dynamics CRM Environment
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