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MB2-718: Dynamics 365 for Customer Service Certification dumb

MB2-718: Dynamics 365 for Customer Service Certification Exam Syllabus

Syllabus

Manage Cases, the Knowledge Base, and the Interactive Service Hub (25% - 30%)
  • Create and manage cases
    • Manage case lists and views, search for case records, create a new case record, convert activities to cases, perform case resolution processes, implement case routing rules; set up and configure case creation and update rules, implement parent/child cases, merge cases
  • Create and manage the knowledge base
    • Search for articles; associate an article with a case; use knowledge base articles to help resolve cases; create, manage, and maintain knowledge base article templates; create, modify, and publish knowledge base articles; format articles; attach knowledge base articles to email messages
  • Install and configure Microsoft Dynamics CRM Server
    • Install sample data; install and configure language packs, install the email router, configure server synchronization, configure SharePoint integration, install the SSRS data connector
  • Manage the Interactive Service Hub
    • Implement single-stream and multi-stream dashboards, manage queues and cases from streams
Manage Queues, Entitlements, and Service Level Agreements (SLAs) (20% - 25%)
  • Create and manage queues
    • Differentiate between queue types, create and maintain queues, add cases and activities to queues, reconfigure queue items, implement case routing
  • Create and manage entitlements
    • Define entitlements, create and maintain entitlement templates, create and configure a new entitlement, create entitlements and add entitlement lines, apply entitlements to cases, associate products, associate entitlement channels, associate an SLA, activate and deactivate entitlements, renew an entitlement
  • Create and manage SLAs
    • Define standard and enhanced SLAs, implement SLA actions and details, use SLAs on-demand, manage cases with standard and enhanced SLAs
Implement Service Management Analysis and Voice of the Customer Surveys (15% - 20%)
  • Perform service management analysis
    • Create Microsoft Power BI dashboards, create service dashboards, design and create system charts, identify goal management components, define goals, implement and configure Advanced Find, create editable grids, identify service report types, design reports, export content to Microsoft Excel
  • Upgrade Microsoft Dynamics CRM and other components
    • Identify VOC features and components, install and configure VOC, create survey forms, create surveys by using the survey designer, create and configure surveys, link survey questions, pipe data into surveys, route responses, configure survey distribution options, identify and configure survey result options
Manage the Unified Service Desk (USD) (15% - 20%)
  • Install and configure the USD application
    • This topic may include: Install and configure the USD application; define User Interface Integration (UII) actions and calls; create an action call; manage connections by using Connection Manager, Global Manager, and debugger
  • Implement hosted controls
    • Create hosted controls, implement toolbars, identify and declare common events, implement window navigation rules, create and configure default and specific rules, implement data and replacement parameters
  • Configure server-side synchronization
    • Manage USD sessions, configure user settings and options, create agent scripts, identify debugger capabilities and components, view page data and parameters in the debugger
Manage Dynamics Field Service and the Interacitve Services Hub (15% - 20%)
  • Install and configure Dynamics 365 Field Service
    • Plan a Field Service implementation; identify Field Service security roles and administration tasks; view and configure the schedule board; implement the schedule assistant; identify work order relationships; identify accounts, incident types, and service task types; identify agreement options; configure agreement bookings and invoices
  • Manage the Field Service mobile app and other Field Service features
    • Identify features and limitations of the mobile app, configure the Field Service mobile app, review customer assets, manage the purchase order process, manage inventory, process returns

MB2-715: Dynamics 365 Customer Engagement Online Deployment Dumbs

MB2-715 Certification Syllabus

Create a Customer Organizational Structure (25% - 30%)
  • Support the Microsoft Dynamics 365 client environment
    • Validate minimum browser requirements for devices utilizing the web interface to access Microsoft Dynamics 365, ensure client devices meet the minimum hardware specifications, support outlook integration by using Outlook or Outlook with Dynamics 365 App for Outlook installed, manage phone and tablet client environments
  • Deploy Microsoft Dynamics
    • Determine the proper edition of Microsoft Dynamics 365 suited for the client; determine the proper pricing, packaging, and subscription model based on the needs of the organizational environment; create a deployment plan to meet organizational considerations
  • Import data into the Microsoft Dynamics 365 environment
    • Design a data import plan, import data through supported methodologies, upload data from on-premises to Azure, manage large volume migrations with the Data Loader service
  • Manage the Microsoft Dynamics 365 environment
    • Sign-up and cancel subscriptions, manage users, configure SSO and AD synchronization within hybrid environments with Active Directory Federation Services (ADFS), configure administrative access, assign roles
Administer the Microsoft Dynamics 365 Environment (25% - 30%)
  • Deploy instances
    • Deploy appropriate number and types of instances for designated environments, deploy sandbox and production instances, configure and edit instance properties
  • Manage instances
    • Switch an instance, reset an instance, delete an instance, copy an instance, manage regions and multiple tenant environments, manage storage and resources, manage administrative email notifications
  • Manage updates
    • Design a Microsoft Dynamics 365 update policy; review, approve, and skip updates; schedule updates
Integrate Microsoft Dynamics with Other Applications (20% - 25%)
  • Integrate Microsoft Exchange, SharePoint, and OneDrive with Microsoft Dynamics
    • Configure Exchange server synchronization for incoming and outgoing traffic, manage folder based tracking flows, manage SharePoint integration, enable OneDrive for Business, configure control access and folder structure for SharePoint
  • Integrate other Microsoft Online Business Solutions with Microsoft Dynamics
    • Manage OneNote integration, manage Microsoft Social Engagement integration, manage Yammer integration, manage workspace collaboration with Office 365 Groups, manage and configure Delve integration
  • Integrate customized and third party applications with Microsoft Dynamics
    • Configure and manage app modules, create customized function apps with App Designer, create site maps by using Design App Mapper, obtain access to additional apps through App Source and Power Apps
Manage Microsoft Outlook and Mobile Environments (25% - 30%)
  • Integrate Microsoft Dynamics 365 with Outlook
    • Manage supported environments for Microsoft Dynamics 365 for Outlook, deploy Microsoft Dynamics 365 for Outlook through multiple methods, configure Microsoft Dynamics 365 for Outlook to connect to multiple instances, configure synchronized fields, perform basic functions using the Microsoft Dynamics 365 App for Outlook interface
  • Manage and configure mobile apps for Microsoft Dynamics 365
    • Configure Microsoft Dynamics 365 for phones express and newer Microsoft Dynamics 365 for Phones and Tablets, configure entities and security privileges, manage CRM forms and dashboards
  • For Dumbs contact on training@magnifez.com / WhatsApp: +91 8008 048 446

Register Plugin using Plugin Registration tool step by step | Dynamics CRM 2016

In this article on Dynamics CRM 2016 I will explain how to register Plugins using Plugin registration tool step by step. In the last article we discussed about developing a simple plugin. Once you have completed developing your plugin the next step is register to register the plugin DLL with Dynamics CRM application.

Plugin Registration in Dynamics CRM 2016

Plugin registration is the process of integrating your plugin code with Dynamics CRM server so that you can extend the standard behavior of CRM application. Once you compiled your plugin code in Visual Studio editor you will get the assembly file( pluginname.dll). This assembly can be integrated with CRM application in different ways.

Different ways to Register Plugin with Dynamics CRM 2016

Using Tools: There exists some free tools using which you can register plugins. The most common one is Plugin Registration tool developed Dynamics CRM community. We will explain how to Plugin registration tool in this article
Using Solution: Yes you add the plugin assembly and plugin steps into a solution and register in the target CRM environment.  Programmatically: Writing code you can register your plugin with CRM application.

Plugin Registration Tool

  • It can be used to register plug-ins and custom workflow activities with Microsoft Dynamics CRM.
  • Plug-ins and custom workflow activities can only be registered in the sandbox (isolation mode) of Microsoft Dynamics CRM Online.
Here we have attached a video which talks about the entire process of registering a plugin assembly with Dynamics CRM 2016 application.



Start Customizing Dynamics CRM 2016 | An intro to out-of-the-box customization

 introduction intro Customize microsoft dynamics crm 2015 2016 magnifez IT services provider training

Intro to Customizing Dynamics CRM 2016

The last webinar conducted by Dynamics CRM Developers Group – Hyderabad was focused on Customizing Dynamics CRM 2016.  In the 1 hour 15 minutes got an opportunity to talk about out-of-the-box customization on the Dynamics CRM 2016 application such as customizing User Interface, Entities, Business Rules and Dashboards.

Agenda of the session is given below.
  • Introduction To Customizing Dynamics CRM 2016
  • Customizing CRM User Interface
  • Customizing Entities and Fields
  • Managing Relationships
  • Customizing Forms
  • Business Rules
  • Customizing Views
  • Customizing Charts and Dashboards

Introduction to Customization

Dynamics CRM provides a flexible platform using which we can extend the functionality of CRM as per business requirements.

Out-of-the-Box(OOB) Customization:

  • Entity Customization – GUI based Customization
  • Processes ( Workflows and Dialogs)

Code based Customization

  • Plugins
  • Custom workflow activities.
  • Web Services

Privileges required for customization

System Administrator and System Customizer security roles give you the permissions you need to customize your CRM deployment.

What is Metadata?

Metadata means “data about data” and it defines the structure of the data stored in the system.
When you customize Microsoft Dynamics CRM using the customization tools in the application, you’re adding or updating the metadata or data used by features that depend on the metadata.
So you can add new features to CRM without breaking your system. Should be able to apply an update rollup or upgrade to the latest version and enjoy the best new features.

Supported Vs Unsupported Customization:

Supported Customization:

  • APIs and Best code practices mentioned in CRM SDK.
  • Codes which won’t break during upgrading CRM system.
Ex: Customization using CRM GUI Customizations tools : Customizing forms, Views, Charts etc.

Un-supported Customization:

  • Un-supported customization might when you do code base customization on Dynamics CRM.
  • Unsupported by Microsoft support Team
  • It may break while upgrading CRM system
Ex: Interacting with the web application DOM elements using JavaScript, Retrieving/updating data directly from database tables, Changing the database tables, stored procedures, or views.

Customize Dynamics CRM 2016 User Interface

  • You can enhance CRM User Interface using themes.
  • The theme colours are applied globally throughout the application.
You can enhance the following visual elements in the UI:
  • Change product logos and navigation colours to create product branding
  • Adjust accent colours, such as hover or selection colours
  • Provide entity-specific colouring
To customize your theme you need to navigate to Settings – > Customizations -> Themes

Customize Dynamics CRM 2016 User Interface

What can you change in CRM themes?

  • Logo
  • Logo tooltip
  • Navigation bar color
  • Navigation bar shelf color
  • Header color
  • Global link color
  • Selected link effect
  • Hover link effect
  • Process control color
  • Default entity color
  • Default custom entity color
  • Control shade
  • Control border

Create And Edit Entities

Entities define the types of records that business users can use in a Microsoft Dynamics CRM organization.

In the CRM web application, you can edit existing System entities and also create, and delete custom entities.

To customize an entity navigate to Settings -> Customizations-> Customize the system -> Entity_Name

Required Fields of an Entity

Display Name
This is the singular name for the entity that will be shown in CRM.

Plural Name
This is the plural name for the entity that will be shown in CRM.

Name
This field is pre-populated based on the display name you enter. It includes the solution publisher customization prefix.

Ownership
You can choose either user or team-owned or organization owned.

Edit An Existing Entity

Create A Custom Entity
  • In additional the existing system entities users with required privileges can create new entities in CRM System.
  • User with System Admin and system customizer roles can create custom entities.
  • Before going to create a new entity developer should make sure that any of the existing entities can support the particular business logic.

customize-entity-new-form-dyanamics-crm-2015-2016-2013-training-magnifez.com

New Entity Form

new-entity-form-customize-dynamics-crm-2013-2015-2016-training-online-magnifez.com
Demo : Create And Edit An Entity
Book entity. Define a book entity in the system. The entity should have the following attributes:
Book title
ISBN
Publish year
Check in / check out status
Check-out date
Check-out contact
Planned check-in date
Cover price
Book category: Drop down of the following (literature, art, science, text book, engineering)

Create An Activity Entity in Dynamics CRM 2016

To create an activity entity, select Define as an activity entity before you save the entity.

Under Areas that display this entity, select areas available in the navigation bar you want this entity to be available from

Primary Field: Each custom entity has a primary field. This is defined in the Primary Field tab. You must locate this field in the entity fields.

Understanding Entity Views

A view is a saved query which shows the subset of records of an entity as per pre-specified conditions.

Each entity in CRM comes with a set of System Views by default.
CRM users can create more custom views in the system.
Only users with System admin or cutomizer role can create/edit organization views.
Example: My Active Account View
create-new-view-customize-dynamics-crm-2013-2015-2016-online-training-dynamics-magnifez

Types of Views

There are 3 main types of views: public, system, and personal.
 
Public Views. Comes with the application. Custom views created at the organization level are also public views. One of these public views can be defined as a default view.
 
System Views. Similar to Public views and are created by CRM on installation. System Views include Associated View, Advanced Find View, Lookup View and Quick Find View.
 
Personal Views. Users can create their own views using the Advanced Find tool and save them as personal views.

Customize Views

We can customize the View Name, columns names, add or remove columns, update filtering criteria etc.

To create or updated Public and System Views:
Go to Settings -> Customizations -> Entity_Name -> Views

Personal views can be created from the Command Bar itself.

New personal views can be created for your business requirement and the ownership will be at organization level. Existing views can be edited too.
Customize Views
customize-entity-views-dynamics-crm-2013-2015-2016-online-training-magnifez


Create a Custom View
create-custom-view-customize-dynamics-crm-2013-2015-2016-online-training-magnifez

Enter Details:
  • View Name
  • Description
  • Create a Custom Viewcreate-new-view-add-columns-customize-dynamics-crm-2013-2015-2016-online-training-magnifez

Configure an Entity view

  • Edit filtering Criteria
  • Add Columns
  • Configure Sorting
  • Change Properties
  • Remove
create-new-personal-view-edit-filter-crcustom-entity-customize-microsoft-dynamics-criteria-crm-2013-2015-2016-online-training-magnifez create-new-personal-view-edit-filter-crcustom-entity-add-columns-customize-microsoft-dynamics-crm-2013-2015-2016-online-training-magnifez

Create a Personal View

Very similar to how we create Public Views

Steps:
  • Give a name and description
  • Edit Filtering Criteria
  • Add/Edit Columns

Create a Personal View

create-new-personal-view-custom-entity-customize-microsoft-dynamics-crm-2013-2015-2016-online-training-magnifez

Edit Filter Criteria
Add Criteria Clauses
Use Group AND, Group OR to combine Clauses
create-new-personal-view-edit-filter-crcustom-entity-customize-microsoft-dynamics-criteria-crm-2013-2015-2016-online-training-magnifez

Add Columns
Add New Columns
Edit Existing Columns
Edit Columns properties

create-new-view-add-columns-customize-dynamics-crm-2013-2015-2016-online-training-magnifez

Basics of Entity Charts

A chart is a graphic representation of data from multiple records of an entity.

Charts are integrated with grids in the web application. They are built from the query on the data.

When a view is updated for the data, the associated charts also get updated automatically.
Settings -> Customizations -> Entity_Name-> Charts

Example: Leads by Rating

‘Leads by Rating’ chart displays the graphical representation of leads View based on Rating.
create-new-chart-visualization-customize-dynamics-crm-2013-2015-2016-online-training-dynamics-magnifez

Types of Charts

There are 2 types of charts: system and personal.

System Charts. System charts can only be created by users with System Administrator or System Customizer roles. These charts are by default visible to all users.

 These charts can be customized by going on to the settings area and customizing the system.

User Charts. Personal charts can only be seen by the users that create them or the ones to whom these charts are shared with. These charts can only be shared if the owner has sharing privileges.

Customize Charts

You can edit exists charts or create new ones.
To customize: Settings – > Customizations ->Default Solution -> Entity_name -> Charts.
Charts can be imported and exported as well as be transferred from one deployment to another.
Charts can be created via CRM views or through coding.

Create A New Chart

create-new-chart-visualization-customize-dynamics-crm-2013-2015-2016-online-training-dynamics-magnifez

Edit A Chart

You can customize the existing charts:
  • Display Name
  • Legend (Y -axis ) values
  • Category ( X-axis) Values
  • Chart type
  • Update Aggregate functions
customize-edit-entity-charts-visualization-dynamics-crm-2013-2015-2016-online-training-magnifez

Understanding Business Rules

  • Business rules are a good alternative to build validations on forms with UI.
  • Using business rules system administrators or a power users can create validations without coding skills.
  • Jscript cant be replaced by business rules.
  • Understanding Business Rules
There are four ways you can view, create, or edit business rules:
  1. Solution – > Entity
  2. Solution -> Entity-> Field
  3. Form Editor -> Business Rules
  4. Form Editor -> Field

Scope of Business rules

Uses of Business Rules

  • Make a field ‘Business Required’ when the value in another field is changed
  • Set the value of a field based on various criteria
  • Calculate the value in a field based on the value(s) of other field(s)
  • Show an error message when an invalid value is entered
  • Show/hide or enable/disable a field depending on the value entered in another field

Create New Business Rules

Can create from Forms as well as Form Fields.
Mention the following:

Scope of Business Rule

Validations
IF..ELSE. ELSE IF loops for Conditions.
Actions – What actions need to be done
Pactise : Set Discount as per Purchase Timeframe
create-new-business-rules-portal-business-logic-javascript-example-customize-dynamics-crm-2013-2015-2016-online-training-magnifez
Practise: Set Exchange Rate field as Required
If Status = active
Then ExchangeRate as business Required.
Eles IF Currency doent contain Value
Then show Error Message.
create-edit-new-business-rules-portal-business-logic-javascript-example-customize-dynamics-crm-2013-2015-2016-online-training-magnifez

Customizing Dashboards in Dynamics CRM 2016

Understanding Dashboards
Dashboards in Microsoft Dynamics CRM provide an overview of business data ‒ actionable information that’s displayed across the organization.  Use a dashboard to see performance at a glance.

Components of a Dashboard:

  • Views
  • Charts
  • iFrames
  • Web Resources – HTML, Silverlight content.

Types of Dashboards

User dashboards:
  • A user dashboard can be created by any user in the user’s work area.
  • A user dashboard doesn’t have to be published to be visible, but it’s only visible to the person who created it, unless shared with others
System dashboards :
  • Is created by a system administrator or customizer in the Settings area.
  • A system dashboard must be published to be visible.
  • After it’s published, it’s visible to everyone in the organization, unless hidden by the admin or customizer.

Sales Dashboard

Includes
Chart: Leads by Rating
Chart: Lead Conversion Rate
Chart: Sales Pipeline
Chart: Activities By Owner
sample-intro-dashboards-views-charts-customizing-dynamics-crm-2015-2016-lecture-slide-video-training

Out-of-the-box and Custom Dashboards

Dynamics CRM is shipped with out of the box Dashboards which span across sales, marketing and service modules.
In addition to this you can also create custom dashboards.

Some of the Out-of-the-box views

  • Sales performance Dashboards
  • Sales Activity Dashboard
  • Marketing Dashboard
  • Customer Service Manager Dashboard

Work with Dashboards

You can do following operations on dashboards:
  • You can set frequently used dashboards as default Dashboard.
  • You create new Dashboards, modify existing components.
  • You deactivate existing Dashboards.
  • Create and share your personal dashboards with other users.

Create a Dashboard

Steps in involved in creating a dashboard:
  • Choose a dashboard layout
  • Provide descriptive name
  • Add a chart, view or Iframe.
Choose a Dashboard Layout
create-new-customize-dashboard-customizing-dynamics-crm-2015-2016-lecture-slide-video-training

Add a Chart to the Dashboard

  1. Select the record type for the chart.
  2. Select a view that the data in the chart will be based on.
  3. Choose the actual chart.
  4. Select Add.

Share Your dashboard with Others

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share-personal-dashboard-customizing-dynamics-crm-2015-2016-lecture-slide-video-training

Originally Posted on Magnifez blog, an IT service organization. 

Interactive Dashboards in Dynamics CRM 2016 | MS CRM Basics Video


create interactive dashboard service hub microsoft crm 2016 magnifez training centre bangalore hyderabad

Interactive dashboards in Dynamics crm 2016

Interactive Dashboard is a new type of Dashboard added in Dynamics CRM 2016 which is meant to use on Interactive Service Hub, a new feature added in CRM 2016. Interactive Service Hub is a one stop place for service desk agents to manage all their tasks. Not many businesses started using this feature and it seems like Microsoft is testing one new tool for service desk organizations.

In this article we will talk about the basics of Interactive Dashboards in Dynamics CRM 2016, its components and how to use to them in Interactive Service Hub.

A video attached explains about Interactive dashboard.



Interactive Dashboards
Interactive Dashboards mean to display in Interactive Service hub, a new featured introduced in Dynamics CRM 2016.

For service reps, the interactive experience dashboards will become a one-stop workplace to view their workload information and take actions.

The interactive experience dashboards come in two flavours: multi-stream and single-stream. In addition, multi-stream dashboards can be home page or entity specific dashboards.

Interactive Dashboards

Interactive Dashboards can be the standard dashboard or entity specific.

Enable Interactive Dashboards

In order to create an Interactive experience Dashboard for a particular entity, it need to be enabled for the entity.

Create A New Interactive Dashboard

Microsoft Dynamics CRM 2016 Training - Technical


Microsoft Dynamics CRM Training - Technical



Dynamics CRM is a powerful and mature Customer Relationship Management package. According to Microsoft, CRM "delivers a holistic view of each customer that enables client-facing employees to make expedited and educated decisions about strategic efforts in the sales, marketing, and customer service fields."Your effectiveness in managing your customer relationships using CRM is directly related to your level of mastery of the application. New Horizons provides training to enable you to build your skill set and get the most out of this extraordinary tool.

PART I – Applications in CRM 

Introduction to Microsoft Dynamics CRM 

Sales Process 

• Leads 

• Opportunities 

• Competitors 

• Products 

• Quotes, Orders and Invoices 

• Goals 

Marketing  

• Marketing Lists 

• Campaigns 

• Sales Literature 

• Quick Campaigns 

• Services 

• Service Calendar 

• Cases 

• Knowledge Base 

• Contracts 


PART II – Administration, Settings & Configuration 

Administration 

• Creating and managing Business Units, Users and Teams 

• Privileges, Access Levels and Security Roles 

• Creating and managing Security Roles 

• Auto Numbering and System Settings 

• Installing MUI Language Packs 

Settings & Configuration 

• Business Management 

• Sites, Sales Territories, Facilities and Resource Groups 

• System Queues and Custom Queues 

• Services and Business Closures 

• Fiscal Year Settings and Quotas 

• Subjects 

• Connections 

• Data Management 

• Duplication Detection Settings, Rules and Jobs 

• Bulk Record Deletion 

• Data Maps and Imports 

• Product Catalog 

• Understanding the Product Catalog 

• Unit Groups 

• Adding Products 

• Creating Price Lists 

• Creating Discount Lists  


PART III – Basic and Advanced Customizations in MS Dynamics CRM 

Entity Customization 

• Basic Form Customizations 

• Basic UI Customization Capabilities 

• Form Customization – Working with Tabs, Sections, Fields and IFrames 

• Introduction to Application Event Programming 

• Using Form and Field Events 

MS CRM Entity Model 

• Customization Concepts – Entity Types and Attributes 

• Creating Custom Entities and Attributes 

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, Scheduling and Exporting Reports 

Working with Dash Boards 


PART IV – Extending MS Dynamics CRM 

Processes(Workflows & Dialogs) 

• Overview of Workflow 

• Creating Workflows steps through Workflow Designer 

• Overview of Dialogs 



Introduction to Solutions 

• Managed & Unmanaged Solutions 

• Importing & Exporting Solutions 

Plugins 

• Developing Plugins 

• Deploying Plugins

For detail contacts us on firozct@gmail.com / +91 9739 222 782

Microsoft Dynamics CRM 2016 Training


Microsoft Dynamics CRM 2016 Training 

Dynamics CRM is a powerful and mature Customer Relationship Management package. According to Microsoft, CRM "delivers a holistic view of each customer that enables client-facing employees to make expedited and educated decisions about strategic efforts in the sales, marketing, and customer service fields."Your effectiveness in managing your customer relationships using CRM is directly related to your level of mastery of the application. New Horizons provides training to enable you to build your skill set and get the most out of this extraordinary tool.

Microsoft Dynamics CRM 2016 Training - Functional

In this course we will cover Dynamics CRM functionality from scratch including the 3 modules namely - Sales , marketing and Service Management. Also we would cover Microsoft Social Engagement, the new Social CRM part of Dynamics CRM.This course will enable you to become an expert on Dynamics CRM functionality and will help you boost your career.

Course Content

PART I – Applications in CRM Introduction to Microsoft Dynamics CRM 

Sales Process • Leads • Opportunities • Competitors • Products • Quotes, Orders and Invoices • Goals Marketing  • Marketing Lists • Campaigns • Sales Literature • Quick Campaigns 
• Services • Service Calendar • Cases • Knowledge Base • Contracts 


PART II – Administration, Settings & Configuration Administration • Creating and managing Business Units, Users and Teams • Privileges, Access Levels and Security Roles • Creating and managing Security Roles • Auto Numbering and System Settings • Installing MUI Language Packs 

Settings & Configuration • Business Management • Sites, Sales Territories, Facilities and Resource Groups • Working with Multi Currency • System Queues and Custom Queues • Services and Business Closures • Fiscal Year Settings and Quotas • Subjects • Connections • Data Management • Duplication Detection Settings, Rules and Jobs • Bulk Record Deletion • Data Maps and Imports • Product Catalog • Understanding the Product Catalog • Unit Groups • Adding Products • Creating Price Lists • Creating Discount Lists • Using Deployment Manager • Redeploying Dynamics CRM 

PART III – Basic Customization in MS Dynamics CRM Entity Customization • Basic Form Customization • Basic UI Customization Capabilities • Form Customization – Working with Tabs, Sections, Fields and IFrames • Introduction to Application Event Programming • Using Form and Field Events 


Views and Advanced Views • Public, Personal and System Views • View Customization – Common Tasks • Advanced Views Customization 
Report Wizard, Scheduling and Exporting Reports Working with Dash Boards 


PART IV – Extending MS Dynamics CRM Processes(Workflows & Dialogs) • Overview of Workflow • Creating Workflows steps through Workflow Designer • Overview of Dialogs 

For more details and enquery. contact us on firozct@gmail.com / 9739 222 782

Immediate Joiners for Software Engineer/ Tech Lead - 3 to 14 years | MS CRM located at Pune


Dear Candidate,
Elitecore is looking for Software Engineer/ Tech Lead - MS CRM for its Product Dev Team located at Pune.

Immediate Joiners needed.

Company Profile
Elitecore Technologies Pvt. Ltd. is a Carlyle Group investee IT Company headquartered in Ahmedabad, India with over 850+ employees worldwide. Envisioned as Platform for Innovators, it has grown to become a high growth company in IPbased technologies offering business-critical solutions for Telecommunications, Networks Security and Access Gateway markets to clients across 110+ countries.

Founded in 1999; Elitecore"s strong technical credentials and a unique management philosophy makes it one of the fastest-growing Network Security and Telecom solution companies in the world. Elitecore"s CEO, Hemal Patel has been recognized as one of the top 50 powerful persons of Gujarat, India by Zee Business Media and the profiled as Rising Generation by Divya Bhaskar of the Bhaskar Group.
Elitecore"s Cyberoam range of UTM security products have been consistently rated 'Visionary' by global analyst Gartner in its Magic Quadrant for UTM and are currently No.1 in India.
Elitecore"s Telecom Practices division is well known for its innovative OSS/BSS solutions which has presence among 44+ leading telecom operators in the world and was rated 'Cool' by Gartner in its Communications Service Provider Operational and Business Infrastructure, 2012 Report. It also won analyst Frost & Sullivan"s prestigious Price-Performance-Value Leadership Award for its Billing and Charging Solutions.

For more details about the company pls. visit www.elitecore.com

We are expanding our team and are looking for innovators who can contribute to the growth of one of the fastest growing product companies in India.
 The profile requirement is given below. 


Position: Solution Designer/Tech Lead/ Developer - MS CRM
Job Location - Pune and Onsite
Exp Range - 3 to 14 Years

Roles and Responsibilities: 

  • 4 - 10 years or more of total IT experience, with a minimum of 8 years of experience in Microsoft technologies
  • 4 years or more in MSCRM
  • Must have executed at least one large, complex, full-lifecycle implementations of MSCRM for an Enterprise customers, in the capacity of Tech Lead
  • (At least one project must be on MSCRM 2011 / 2013) - involving team sizes of more than 20 resources, onsite-offshore model
  • Must be thorough and hands-on in at two of the CRM modules - Sales, Service, Marketing
  • Must have some experience on MSCRM 2013
  • Experience in XRM is a must
  • Should have executed integration of MSCRM /XRM with ERP and other legacy systems
  • Must have thorough hands-on experience in deployment of MSCRM - including IFD, clustering, performance tuning, etc.
  • Should be thorough and hands-on in Microsoft technologies : .NET 4.x, C#, ASP.NET, WWF, WCF, SQL Server, SSIS/SSRS Web Services
  • Must have at least 2 years of Onsite experience
  • Experience of other CRM products is a plus (though not mandatory)
  • Should have led team sizes upwards of 6 - 7 consultants in projects
  • Good communication skills - written and oral
  • Demonstrable customer handling and management skills
Desired Profile 
Qualification: B.E.
Experience: 6+ year experience

If the profile and the challenges of the growing organization excite you, then please apply along with the required details.
1. Current Company
2. Current Designation
3. Current Salary (Gross Take home)
4. Expected Salary
5. Marital Status
6. Joining Period.
7. Total Experience
8. Area of Expertise


Regards,
Manager HR
Elitecore Technologies Pvt. Ltd.

904, Silicon Tower, Off C.G.Road,
Ahmedabad 380 006, India.
Desk : +91-79-66065606 329
Cell : +91- 9727743597

SpiderLogic is looking for Senior MS CRM Developer / 3.5 to 8 years experience / Bangalore, India



SpiderLogic is looking for MS CRM consultants for Bangalore location.

Designation: MS CRM Sr. Developer

Experience: 3.5 to 8 yrs
Number of position: 1
Education: BE / BTech / ME / MTech / MCA
Key Skills: MS CRM Customization, Plug-in development, Implementations, Work Flow, ASP.Net & Reports.
Package: 10 - 11L
Location: Bangalore





Company Profile

SpiderLogic is the custom software division of Wipfli LLP, one of the top 25 accounting and consulting firms in the United States. SpiderLogic builds, integrates, and supports custom industrial-strength applications for clients. 

For more than 10 years, SpiderLogic has been a leader in designing systems utilizing advanced technology. We have a track record of success across many clients, industries and functions.  


Detailed Job profile:

Primary purpose of the position:
Individual that will develop, install, and support CRM, Collaboration, and Business Intelligence software implementations for existing and future CRM software customers.  Additionally, this individual will, at the direction of the Service Delivery leader, assist in the implementation and maintenance of the Service Delivery Center.

Specific Job Responsibilities:
·         Program in packaged application environments utilizing GUI and Web tools such as HTML, AJAX, JavaScript, ASP.NET 3.5+, Classic ASP programming style, SQL Reporting Services, XML, Silverlight.
·         Develop SQL scripting and stored procedures to be utilized in the development of CRM software applications.       
·         Design relational databases to best support application design set forth in functional specifications.
·         Provide ongoing support for CRM, Collaboration, and Business Intelligence applications ensuring overall client satisfaction.
·         Create technical specifications based on functional specifications provided by project team business analysts.  Technical specifications will be utilized in the design and development of CRM software applications.
·         Create unit test plans and perform unit testing to ensure quality of work.
·         Work in a project team environment, both with Wipfli team members and client team members.
·         Communicate project status and issues to project managers and other practice leaders as necessary.
·         Stay abreast of current and upcoming trends and technical capabilities of CRM, Collaboration, and Business Intelligence software.
·         Evaluate and identify other potential service needs for clients.
·         Participate in community activities and professional organizations to develop business contact relationships.
·         Assist in the sales process by working with the business development team to develop the scope of services and approach to solve client CRM needs.
·         Assist in the sales process by providing technical assistance and expertise on sales calls.     

Specific Skills, Education and Experience Requirements:
·         Bachelor’s degree in Information Systems or similar technical background, preferably with CRM, Collaboration, and/or Business Intelligence knowledge.
·         Work experience analyzing, designing, developing, implementing and supporting business processes in sales, marketing, and customer service functions.
·         Experienced troubleshooting and testing skills.
·         Demonstrated ability to implement tools and strategies to ensure a high standard of quality control.
·         Demonstrated problem identification/analysis skills.
·         Demonstrated communication and organizational skills.
·         Ability to handle multiple assignments with minimal supervision.
·         Demonstrated software development and systems analysis skills.
·         Demonstrated database design and query skills.
·         Demonstrated report design and creation skills.
·         Demonstrated writing skills
·         Ability to build and foster professional business relationships
·         Knowledge of industry practices and processes in line with firm’s target market


Contact:

Prerna Consultants Pvt. Ltd.
Shanmugha Arcade - 3rd Floor , # 39, NGEF Lane, Indiranagar - 1st Stage, Bangalore - 560038 /  +91-9035527000