MS Dynamics D365 CRM

Microsoft Power Platform + Dynamics 365 Core + CE + Dynamics 365
Developer
Installation and Deployment (MS CRM Administration)

  1. Microsoft Dynamic CRM Over view
  2. Different types of Deployment (Online, On- Premise and Partner Hosted)
  3. Hardware and Software Requirements
  4. Installation of Dynamics CRM
  5. Deployment Manager 6. Reporting Configuration
  6. Organization Import and database Restore
  7. Upgrade lower version to Higher Version
  8. Database Structure
  9. Language pack Installation
  10. Roll up Installations
    Microsoft Dynamic CRM Applications (MS CRM Functional)
  11. Overview
  12. Navigation
  13. Working with the Application
  14. Working with Records
  15. Quick Find and Multi-entity search
  16. Marketing, Sales and Service Overview
  17. Marketing, Sales and Service Life Cycle with different domains and real time examples
    Customization and Configuration
  1. Create model-driven apps
  1. Configure a model-driven app
  2. Create and configure entities
  3. Create and configure forms
  4. Create and configure views
  5. Create and configure fields
  6. Create and configure relationships
  7. Create and configure charts
  8. Create and configure dashboards
  9. Create and manage reports
  10. Configure auditing
  11. Configure calculated and rollup fields
  12. Configure hierarchical views
  13. Configure timer Control
  14. Create and configure (Iframes,webresource, HTML and images )
  15. Configure settings to meet minimal capabilities
  16. Configure out of the box and custom items to meet minimal capabilities specified
  17. Design site map
  18. configure apps by using App Designer
  1. Configure visualizations Create Canvas Apps
  1. configure a Canvas App
  2. develop complex expressions
  1. Create and configure templates
  1. identify available templates in Dynamics 365
  2. create email templates
  3. create Excel templates
  4. create Word templates
  5. create and configure article and campaign templates
  6. create contact templates
  7. create article templates
  1. Manage entities and data
  1. Modify an existing data model
  2. Create new or modify existing entity(s)
  3. Create new or modify existing relationships
  4. Create new or modify existing fields
  5. Create new or modify existing views
  6. Manage accounts and contacts and other entities
  7. Create and configure Common Data Services
  1. Import and export data (Data Management OOB)
  1. Import data by using the import data wizard
  2. Export data from Dynamics 365
  3. Create data templates
  4. Choose file types to upload into system
  5. Identify source fields to Dynamics 365 Fields mapping
  6. Save mappings to template
  7. Import field translations Manage data
  8. Perform data clean-up
  9. Configure bulk record deletion
  10. Configure duplicate detection setting
  11. Implement data encryption
  1. Implement security
  1. Configure security in Office 365
  2. Identify Office 365 Admin role assignments
  3. Add Users to security group administration Configure security settings
  4. Manage security roles
  5. Manage users
  6. Manage teams
  7. Create and manage field security profiles
  8. Configure hierarchy security
  1. Advanced technical – Extending CRM
  1. Integration with Microsoft Dynamics CRM
  1. MS CRM SDK (MS CRM Architecture, Assemblies, CRM Application Framework, WCF
    Web Service) 2. SSRS Integration with MS CRM
  2. Asp. Net Integration with MS CRM
    a. CURD Operations
    b. Query Expressions
    c. Fetch Xml
    d. Query by Attribute
  3. SharePoint Integration with MS CRM
  4. Outlook Offline Client Integration with MS CRM
  5. SSIS Integration with MS CRM
  6. 3 rd Party Integration with MS CRM 8. Data Migration with MS CRM
    Plugins
  7. MS CRM Plugin Architecture
  8. Development
  9. Registration
  10. Debugging
  11. Shared Variables
  12. Images
  13. Plugin Messages
  14. Impersonation
  15. Plugin Constructors
  16. Offline Plugins
  17. Plugin Execution Order
  18. Handling Exceptions
  19. Synchronous vs. Asynchronous
  1. Configure Power Automate
  1. Configure a Flow
  2. Configure actions to use Common Data Service connectors
  3. Develop complex expressions
    Workflows
  4. Understanding Workflows Basics
  5. Understanding the trigger options with RT workflow
  6.  Child Workflows
  7. On Demand Workflows
  8.  Custom Workflows
  9.  Recursive Workflows
  10.  Wait Conditions
  11. Extending Workflows with Code
    Implement processes
    1. Create and configure business process flows
    2. Create and configure business rules
    Actions
    JavaScript
    1. Advance JavaScript
    2. configure supporting components
    3. create JavaScript
    4. register an event handler
    5. use the Web API from client scripting
    6. Apply business logic using client scripting
  12. Business Rules
  1. Ribbon Customizations
  1. Site Map Customizations
  1. Create and maintain solutions
  1. 1. Configure solutions
    2. Import and export solutions
    3. Manage solution dependencies
    4. Distribute solutions and patches

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