Microsoft Dynamics CRM

• Introduction
• Online v/s On – premise
• User Interface

How to Navigate

• Recently viewed items
• Saving your data

Common Functions

• Advanced Find
• Other Common Functions

Accounts

• Required Fields for Accounts
• Additional Fields for Account Records
• Top Menu Options for Accounts
• Contacts Associated with Accounts

Contacts

• Required Fields for Contacts
• Additional Fields for Contact Records

Activities

• Quick Create
• Adding a New Activity Directly to a record
• Working with Activities
• Properties to consider
• Fax Activities
• Phone Call Activities
• Email activities
• Letter Activities
• Appointment Activities
• Scheduling Recurring AppointmentsService Activities
• Campaign Response Activity
• Custom Activities

• Flow interfaces for sales.
•  Lead to Opportunity flow example

Leads

• Working with New Leads
• Converting Leads
  Opportunities
• Creating a New Opportunity
• Add products to an Opportunity
• Closing Opportunities

Quotes, orders, and Invoices

• Working with Quotes
• Draft status
• Order
• Invoices
• Sales Literature

Goals, Goal Metrics, and Roll up Queries

• Define Goal Metrics
• Create New Goal
• Set Goal Criteria

Marketing Lists

• Use Lookup to Add Members
• Use Advanced Find to Add Members
• Use Advanced Find to Remove Members
• Use advanced Find to Evaluate Members
• Other Marketing List Features

Campaigns

• Working with New Campaigns and Campaigns Templates
• Adding Campaign Activities
• Campaign Responses

Quick Campaigns

• Creating Quick Campaigns
• Status of Quick Campaigns

Understanding Service and Service Activities
Services

• Service Calendar
• Service Activity
• Managing User’s Working Time
• Appointments
• Customers
• Social Profiles

Cases

• Add Related Activities
• Delete Case
• Resolve Case
• Cancel Case
• Reports

Articles

• Subjects
• Submitting an Article
• Approving an Article
• Rejecting an Article
• Reports
• Articles security

• Fiscal Year Settings
• Goal Metrics
• Business Closures
• Facilities / Equipment
• Queues
• Resource Groups
• Sales Territories
• Services
• Sites
• Subjects
• Currencies
• Connection Roles
• Relationship Roles
• Automatic record creation and Update Rules

• Article Templates
• Contract Templates
• Email Templates
• Mail Merge Templates
• Document Templates
• Email Signatures

• Families & Products
• Price Lists
• Discount Lists
• Unit Groups

• Case Settings with Record Creation and Update Rule
• Service Terms
• Service Scheduling
• SLA
• Entitlements

• Customize the System
• Publishers
• Solutions
• Developer Resources
• Themes

• Announcements
• Auto-Numbering
• System Settings
• Languages
• Privacy Preferences
• Subscription Management
• System Notifications
• Resources in Use

• Users
• Teams
• Security Roles
• Business Units
• Field Security Profiles
• Hierarchy Security
• Positions
• Access Team Templates

• Duplicate Detection Settings
• Duplicate Detection Rules
• Duplicate Detection Jobs
• Bulk Record Deletion
• Data Maps
• Imports
• Templates for Data Import
• Sample Data
• Add Ready-to-use Business Processes
• Data Encryption

• Global Audit Settings
• Entity and Field Audit Settings
• Audit Summary View
• Audit Log Management

• Email Sever Profiles
• Mailboxes
• Migrate Email Router Data
• Email Configuration Settings
• Server-Side Synchronization Monitoring

• Business Process Flow
• Workflow
• Dialog
• Actions

• Overview of Web Resources
• Web Resource Management
• Using Jscript Libraries
• Form and Field Events
• Pass Parameters
• Debugging Client-Side Code

• Customizing the Site Map
• Customizing the Ribbon

• Overview of Plug-ins
• Developing Plug-ins
• Entity Classes and Plug-ins
• Register and Deploy Plug-ins
• Debugging Plug-ins.

• Querying in Microsoft Dynamics CRM
• Query Expression
• Query By Attitude
• Fetch XML

• Setting up Custom Workflow Activity Assemblies
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities