Dynamics AX CRM Training in Chennai

MSCRM Basics

• MSCRM Introduction
• MSCRM Architecture, Layers and Technology
• MSCRM Basic Navigations
• Accounts, Contacts , Activities

Sales & Marketing  Management

• Lead Management
• Opportunity Management
• Product Management
• Campaign Management
• Marketing List Management
• Quotes, Order, Invoice Management
• Competitors and Goal Management
• Sales Literature and Marketing Materials

Service Management

• Case Management
• Service Management
• Contract Management
• Knowledge Base Article Management

Business Management

• Fiscal Year, Business Closures
• Goal Metrics
• Facilities and Equipment’s
• Queue management (Configuring POP3, SMTP, Gmail)
• Resource Group
• Quota, Sales Territories, Site Management
• Subjects, Connection & Relationship Roles.

Administration

• System Settings, Server Settings
• Business Unit, Security Roles creations.
• Field Security Profiles
• Team, User Creation
• Access and Privileges
• Auto Numbering, Languages Settings

Database Management

• Data Imports
• Data Maps
• Templates of Data Imports
• Duplicate Detection Settings, Rules, Jobs
• Bulk Deletion

Customization& Solutions

• Customization of System Entity, Custom Entity
• Entity Creation, Attribute Creations
• Form Creation, Section, Tabs, I frames,
• Relationship (1:N, N:1, N:N)
• Views creation
• Templates creation (Email, Contract, KB)
• Understanding Solutions
• Import & Export Customization

Document Management

• Document Management
• Share point Document Locations
• Components Management

Report Management

• Dashboard Creations
• Customizing Reports

Import and Exports of Reports

Customizing RDL files with Business Intelligence Studio

Goal Management

• Goal Audit Settings
• Entity and Field Audit Settings
• Audit Log Management
• Audit Summary

Workflow Creations

• Process Creations
• Process Triggers, Loops, Branch, Chain
• Process Export, Import and Publish
• Workflow Rules

Marketing Automation in Microsoft Dynamics

• Introduction

  • Benefits of Closed Loop Marketing
  • Creating and Using Marketing Lists
  • Marketing Campaigns and Quick Campaigns
  • Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating a Marketing Campaign
  • Creating and Using Campaign Templates
  • Importing Leads

• Implementing and Managing Marketing Campaigns

  • Campaigns, Campaign Activities and Marketing Lists
  • Creating and Using Email Templates
  • Sales Literature, Products and Price Lists
  • Distributing Campaign Activities
  • Capturing and Viewing Campaign Responses
  • Working with Campaign Responses

• Analysis, Reporting and Goals

  • Analyzing Marketing Information with Lists, Views and Charts
  • Working with Reports
  • Creating and Managing Marketing Goals
  • Creating Charts
  • Customizing and Working with Dashboards

Sales Management in Microsoft Dynamics CRM 2011

• Introduction

  • Overview of the Sales Process in Microsoft Dynamics CRM
  • Core Records in the Sales Process
  • Tracking Competitors and Managing Sales Literature
  • Working with Leads
  • Working with Opportunities
  • Sales Processes, Workflows and Dialogs

• Working with the Product Catalog

  • The Product Catalog and the Sales Process
  • Unit Groups
  • Adding and Maintaining Products
  • Creating, Maintaining and Using Price Lists

• Sales Order Processing

  • The Microsoft Dynamics CRM Sales Order Process
  • Opportunities, Quotes, and the Sales Process
  • Working with Orders
  • Working with Invoices

• Analysis, Reporting and Goals

  • Analyzing Sales Information with Lists, Views and Charts
  • Working with Reports
  • Exporting Sales Information to Microsoft Office Excel
  • Creating and Managing Sales Goals
  • Creating Charts
  • Dashboards

Service Management in Microsoft Dynamics

• Introduction

  • Getting Started with Service Management
  • Cases and the Service Management Process
  • Queues and Contracts in Service Management
  • Working with Cases in the Case Grid

• Working with Cases and Contracts

  • Creating Case Records
  • Working with Cases
  • Contracts and Contract Templates
  • Creating and Working with Contracts
  • Using Contracts with Cases

• Using the Knowledge Base

  • Article Templates
  • Creating, Approving and Publishing Articles
  • Using and Searching the Knowledge Base
  • Cases and Knowledge Base Articles

• Working with Teams and Queues

  • Introduction to Teams
  • Introduction to Queues
  • Creating and Managing Queues
  • Working with Queues and Queue Items
  • Using Workflows with Queues

• Analysis, Reporting and Goals

  • Service Management Reports
  • Service Management Charts and Dashboards
  • Goal Management for Service

Service Scheduling in Microsoft Dynamics

• Introduction

  • Service Scheduling Overview
  • Service Scheduling Scenarios
  • Service Scheduling Process
  • Working with Service Activities and the Service Calendar
  • Closing, Canceling, or Rescheduling a Service Activity
  • Using Charts and Reports to Analyze Service Activities

• Advanced Topics

  • Understanding the Service Activity Scheduling Engine
  • Resources, Services and Selection Rules
  • Incorporating Customer Preferences
  • Resource and Service Capacity Requirements
  • Understanding Sites and Same-Site Requirements

Microsoft Dynamics Customization and Configuration

• Business Units and Security Roles

  • Business Units
  • Managing Business Units
  • Security Features

• Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

• Customizing Microsoft Dynamics

  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions

• Customizing Fields

  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

• Customizing Entities

  • Entity Concepts
  • Modifying Custom Entities

• Customizing Relationships and Mappings

  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

• Customizing Forms, Views and Charts

  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

• Configuring Field Security

  • Field Security Scope
  • Field Security and Other Security Methods

• Configuring Auditing

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

• Configuring Solutions

  • solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions