Introduction Dynamics 365 CRM

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Sanjaya Prakash Pradhan

Specifies Fundamentals behind Dynamics 365 Architecture. Go to softchief.com for more info

Formation

CUSTOMIZATION
SCOPE & ARCHITECTURE
TECHNICAL TRAINING
Sanjaya Prakash Pradhan
MCP & Founder of Softchief.com
COURSE ID D365 - 001 Duration - 1Hr

CRM Architecture
❖ Online & On-Premise
➢ Restrictions
➢ Permissions
❖ Outlook
➢ Offline Filters and Settings for Entities
❖ Web & Mobile
➢ Web Client, Mobile Client, Tablet Client
❖ Functional Modules
➢ Sales, Services, Marketing
❖ Configuration
➢ No Developers Stuffs
❖ Customization
➢ Developer Stuffs
❖ Deployment
➢ Solution and Component Deployment
❖ Third Party Tools
➢ XRMToolBox, Plugin Registration Tool
❖ SQL Database Architecture
➢ Databases, Tables, Views

Customization Scope
❖ S - Schema
➢ Entity, Fields, Relationships, Business Rules
❖ S - Security
➢ Roles, Records, Field, Hierarchy
❖ P - Process
➢ Workflows, CWAs, Plugins, Dialogs, Actions, BPFs
❖ U - UI
➢ Web resources, Javascript, Form Design, Command Customization
❖ A - Analytics
➢ Charts, Dashboard, Reports
❖ T - Templates
➢ Word Templates, Contract Templates, Email Templates

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Introduction Dynamics 365 CRM

1. CUSTOMIZATION SCOPE & ARCHITECTURE TECHNICAL TRAINING Sanjaya Prakash Pradhan MCP & Founder of Softchief.com COURSE ID D365 - 001 Duration - 1Hr

2. CRM Architecture ❖ Online & On-Premise ➢ Restrictions ➢ Permissions ❖ Outlook ➢ Offline Filters and Settings for Entities ❖ Web & Mobile ➢ Web Client, Mobile Client, Tablet Client ❖ Functional Modules ➢ Sales, Services, Marketing ❖ Configuration ➢ No Developers Stuffs ❖ Customization ➢ Developer Stuffs ❖ Deployment ➢ Solution and Component Deployment ❖ Third Party Tools ➢ XRMToolBox, Plugin Registration Tool ❖ SQL Database Architecture ➢ Databases, Tables, Views

3. CRM Architecture

4. Customization Scope ❖ S - Schema ➢ Entity, Fields, Relationships, Business Rules ❖ S - Security ➢ Roles, Records, Field, Hierarchy ❖ P - Process ➢ Workflows, CWAs, Plugins, Dialogs, Actions, BPFs ❖ U - UI ➢ Web resources, Javascript, Form Design, Command Customization ❖ A - Analytics ➢ Charts, Dashboard, Reports ❖ T - Templates ➢ Word Templates, Contract Templates, Email Templates

5. Customization Scope

6. Thanks You Any Questions?

Introduction Dynamics 365 CRM

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