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Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft that let you smartly handle sales, marketing & customer service. If you are the one who wants to make your career in CRM and looking for professional training courses, then Microsoft Dynamics CRM Online Training is the one that you need to invest your time on. Have a look at the course curriculum to know what all you will get to learn in Microsoft Dynamics CRM Training by BestOnlineTrainers. Take the plunge now & become a rocking star of your organization's CRM department. Register for free demo today.

Microsoft Dynamics CRM Training is beneficial for:
  • Sales & Marketing professionals
  • Customer Service professionals
  • Students who wants to make their career in customer service
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Microsoft Dynamic CRM 2011 Course Details

1.MSCRM Overview (What’s New Features in Dynamic CRM 2011)

CRM Admin

  • Hrdware and Software requirements
  • Setting up CRM Server Steps
  • CRM Tools
  • Introduction On Primes, Online and Partner hosted

Marketing Automation

  • Marketing list
  • Marketing list Members Member
  • Campaign
  • Campaign Activity
  • Quick Campaign
  • Distribute the Campaign Activity
  • Open the Campaign Activity (Email Message)
  • Promote to Response
  • Convert Campaign Response to Lead
  • Lead Qualification
  • Create Account Contact and Opportunity
  • CRM Activities
  • Sales Literature

Sales Force Automation

  • Product Catalog
  • Discount List
  • Unit Group
  • Product
  • Price List
  • Opportunity
  • Quotes
  • Order
  • Invoice
  • Competitor
  • Sales Literature

Service Automation

  • Contract Template
  • Knowledge base Articles
  • Service Calendar
  • Contract
  • Contract line
  • Case

Marketing, Sales and Service Hands on Lab

Form Customization

  • New Forms
  • Design forms
  • Create attributes
  • Modify existing attributes
  • Validations
  • Editing Form Left Navigation items
  • Tabs
  • Sections
  • Headers
  • Footers

Views Customization

  • Advance find view
  • User Personal View
  • Associate View
  • Saved Query
  • User Query
  • Filters on Views
  • Connections in MS CRM 2011


  • 1:N (one-to-many) Relationship
  • N:1 (many-to-one) Relationship
  • N:N (many-to-many) Relationships
  • Relationship Types
  • Cascading Rules
  • Adding Sub-Grids to Forms
  • Filtered Lookup Approaches in CRM

Multiple Forms and Security

  • Form level Security in Microsoft Dynamics CRM 2011
  • Determine Field Level Security Permissions in Microsoft Dynamics CRM< 2011
  • Microsoft Dynamics CRM 2011 – Multiple Role Based Forms
  • Setting up CRM 2011 Mobile Express

Auditing, Duplicate Detection and Data Import and Export

  • Enable Auditing Globally in CRM 2011 System
  • How to Use Audit Trails in Microsoft CRM 2011
  • Duplicate Detection & Merging Records in Microsoft Dynamics CRM 2011
  • Microsoft Dynamics CRM 2011 - Dynamic Worksheets in Excel
  • Feature
  • Microsoft Dynamics CRM Data Import
  • CRM Securities
  • Roles
  • Privileges
  • Creating New Users
  • Setting Manager C
  • reating Business Unit
  • Team Management


  • MSCRM Outlook Client Integration
  • SharePoint Integration with MSCRM
  • Templates

  • Email Templates
  • Contract Templates
  • Knowledge base Articles
  • Subject
  • User Personal Settings
  • Dashboards Charts and I frames

    CRM Out of Box Reports and Integrating with SSRS Custom Reports

    Goal Management and Queue Management


  • Introduction to the Event Framework
  •  2
  • Plug-in Development
  • Write a Plug-In
  • Understand the Data Context Passed to a Plug-In
  • Handle Exceptions in Plug-Ins
  • Impersonation in Plug-Ins
  • Register and Deploy Plug-Ins
  • Debug a Plug-In
  • Register a Plug-in Using the Plug-in Registration Tool
  • Register a Plug-in Assembly
  • Register the Plug-in for an Event
  • Hands on lab on Plug-ins

    Plug-in Scenarios


     Microsoft Dynamics CRM 2011 - Process Architecture  Defining Scope using Workflows in Microsoft Dynamics CRM 2011  Using the Workflow Process Step Editor in Microsoft Dynamics CRM 2011  Creating Child Workflows in Microsoft Dynamics CRM 2011  CRM 2011 Using Workflows vs. Dialogs


     Working with Dialogs in Microsoft Dynamics CRM 2011  Utilizing Dialogs in CRM 2011 for Record<


  • Create
  • Update
  • Retrieve
  • Retrieve Multiple
  •  Delete
  •  Data Migration
  • Web Resources

     Client Script Scripting using Java Script

    Ribbon and Sitemap Customizations

    Solution Management

    • Managed Solution
    • Unmanaged Solution
    •  CRM Project Deployment
    • Certifications for Microsoft Dynamics CRM 2011

    SAP MDG can be beneficial for:

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    • IT Professionals who want to learn SAP MDG
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