Microsoft Dynamic Training

Microsoft Dynamic Training

Microsoft Dynamic Training is a one-step software solution to all your repetitive tasks. It enables you to automate your monotonous tasks and make work simple.

Zongly Noida revitalizes today's generation to become Microsoft Dynamic Training Experts by joining our exceptional course. Our course includes training from basic till advanced level, covering the below topics:

We at Zongly Noida, aim to provide the finest of skills to our students. Our classes comprise of digital training materials along with highly competence trainers, who are expertized in the industry. Our trainers are certified professionals who will consecutively guide you with ample hands-on experience.

Our primary goal is to brew a valuable future of our students so that they can outshine in today's market without having prior experience in the industry.We ensure to take all our students with several Video tutorials and provide good experience on Live Projects.

Our courses are followed by practical assessments/tests to check the knowledge acquired by our students. We assure to provide a certificate at the end of each course as all our trainings are certification based.

For enrolling to our courses, you can contact on the below mentioned contact details.
 


Course Curriculam

  • 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

  • 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

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

  • 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

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

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

  • 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

  • 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

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

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

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

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

  • 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

  • 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

  • Business Units and Security Roles
  • Business Units
  • Managing Business Units
  • Security Features

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

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

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

  • Entity Concepts
  • Modifying Custom Entities

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

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

  • Field Security Scope
  • Field Security and Other Security Methods

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

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

For Demo request

MODES OF DELIVERY

Online Training

Instructor Led live online training

Classroom Training

Instructor Led classroom training

One to One Training

Customized and Exclusive training based on your requirement

Team/Corporate Training

Customize Corporate Training

KEY FEATURES

Course Customization

Course customization according to requirement

Real-time Projects

Training on Real time Projects.

Learning Management System

Recorded Every Session and shared with Learners