Course Description
This course provides students with the necessary tools to use Microsoft Dynamics CRM 4.0. The course focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service, and Service Scheduling.
After completing this course, students will be able to: - Use the Microsoft Dynamics CRM user interface and application terminology - Develop basic and advanced navigation and record maintenance - Access the Microsoft Dynamics for Outlook functionality, including synchronization - Perform planning and budgeting tasks related to marketing campaigns- Create and manage customer lists- Create marketing campaigns- Manage campaigns and track campaign responses- Create and maintain account, contact, and activity record management - Schedule, administer, and define services - Use the advanced find functionality to evaluate customer data- Access and maintain contracts, cases, the knowledge base, and queues. - Create and manage accounts, contacts, leads, opportunities, and activities. - Use the sales functionality, including lead, opportunity, quotes, orders, invoices, and the product catalog.
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization. The course is intended for service schedulers, administrators, office managers, CEOs, and consultants who want to gain foundational knowledge of the application functionality.
Agenda
Extensibility Overview
- Microsoft Dynamics CRM Design Focus
- Extensibility Features
- Required Skills
- Resources
Microsoft Dynamics CRM Architecture
- Extensibility Points
- Microsoft Office Outlook Clients
- Layers
- Application Layer
- Platform Layer
- Database Layer
Common Platform Operations
- CrmDiscoveryService
- CrmService
- crmAuthentication Token
- Entity Information
- Microsoft Dynamics CRM Data Types
- Using Type Helpers
- Using the Create Method
- Using the Retrieve Method
- Using the Update Method
- Using the Delete Method
- Using the RetrieveMultiple Method
- Handling SOAP Exceptions
- Lab : Importing Leads
- Lab : Contact Management Application
Advanced Platform Operations
- Querying Data
- QueryExpression
- QueryByAttribute
- Saving Queries
- Filtered Views
- Execute Method
- Requests and Responses
- Dynamic Entities
- Using the Metadata Web Service
- Caching Metadata
- Lab : Using Query Expressions
- Lab : Using Filtered Views
- Lab : Using Request and Response
Custom Workflow Activities
- Configuring Custom Workflow Activities
- Workflow Architecture
- Setting Up Custom Workflow Activity Assemblies
- Creating Custom Workflow Activities
- Debugging Custom Workflow Activities
- Lab : Creating a Custom Workflow Activity
Plug-ins
- Plug-in Model
- Plug-ins Overview
- Event Framework
- Developing Plug-ins
- Impersonation in Plug-ins
- Dynamics Entities and Plug-ins
- Deploying Plug-ins
- Debugging Plug-ins
- Lab : Creating a Plug-in
Application Event Programming
- Form and Field Events
- Overview of Form and Field Events
- Accessing Microsoft Dynamics CRM Data Fields
- Setting Event Dependencies
- Using Best Practices in Writing Client-side code
- Debugging Client-side code
- Using DHTML
- Developing Code with External Files
- Requesting External Data
- Accessing Microsoft Dynamics CRM Web Services
- Lab : Creating Heirarchical Picklists
- Lab : Using XML Request
Application Integration
- Overview - Customizing the User Interface
- Customizing SiteMap
- Using ISV.Config
- Customizations and the Outlook Client
- Using IFrames in Entity Forms
- Using the Microsoft Dynamics CRM Design Guide
- URL Addressable Forms
- IFrames Considerations
- Retrieving Data using Parameters
- Dynamic IFrame
- URL Addressable Forms and Views
- Lab : Creating Menus and Buttons
- Lab : Creating a Task with Default Data
Building ASP .NET Extensions
- Web.config settings within Microsoft Dynamics CRM
- Authentication within Custom ASP .Net applications
- Deploying Custom ASP .Net Applications
- Lab : Creating and Deploying an ASP .NET Application
Comments
Virtual 8969 Extending Microsoft Dynamics CRM 4.0 Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.