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• Microsoft Dynamic CRM 2013
•
• Installation, Configuration, Deployment,
Customization, Application and Extended
CRM:
• 1. MSCRM Overview (What’s New Features in
Dynamic CRM 2013)

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• 2. Installation steps and CRM Admin
• Hardware and Software requirements
• Setting up CRM Server Steps
• CRM Tools
• Introduction On Primes, Online and Partner
hosted

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• 3. Configuration
• CRM Securities
• Roles
• Privileges
• Creating New Users
• Setting Manager
• Creating Business Unit
• Team Management

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• Auditing, Duplicate Detection and Data
Import and Export
• Enable Auditing Globally in CRM 2013 System
• How to Use Audit Trails in Microsoft CRM
2013
• Duplicate Detection & Merging Records in
Microsoft Dynamics CRM 2013

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• Microsoft Dynamics CRM 2013 - Dynamic
Worksheets in Excel Feature
• Microsoft Dynamics CRM Data Import
• Templates
• Email Templates
• Contract Templates
• Knowledge base Articles
• Subject
• User Personal Settings

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• 4. Application
• Marketing Automation
• Marketing list
• Marketing list Members Member
• Campaign
• Campaign Activity

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• Quick Campaign
• Distribute the Campaign Activity
• Open the Campaign Activity (Email Message)
• Promote to Response

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• Convert Campaign Response to Lead
• Lead Qualification
• Create Account Contact and Opportunity
• CRM Activities
• Sales Literature

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• Sales Force Automation
• Product Catalog
• Discount List
• Unit Group
• Product
• Price List

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• Opportunity
• Quotes
• Order
• Invoice
• Competitor
• Sales Literature

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• Service Automation
• Contract Template
• Knowledge base Articles
• Service Calendar
• Contract
• Contract line
• Case

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• 4. Customization
• Form Customization
• New Forms
• Design forms
• Create attributes
• Modify existing attributes

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• Validations
• Editing Form Left Navigation items
• Tabs
• Sections
• Headers
• Footers

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• Views Customization
• Advance find view
• User Personal View
• Associate View
• Saved Query
• User Query
• Filters on Views
• Connections in MS CRM 2013

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• Relationships
• 1:N (one-to-many) Relationship
• N:1 (many-to-one) Relationship
• N:N (many-to-many) Relationships
• Relationship Types
• Cascading Rules
• Adding Sub-Grids to Forms
• Filtered Lookup Approaches in CRM

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• Multiple Forms and Security
• Form level Security in Microsoft Dynamics
CRM 2013
• Determine Field Level Security Permissions in
Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2013 – Multiple Role
Based Forms
• Setting up CRM 2013 Mobile Express

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• Workflows
• Microsoft Dynamics CRM 2013 - Process
Architecture
• Defining Scope using Workflows in Microsoft
Dynamics CRM 2013
• Using the Workflow Process Step Editor in
Microsoft Dynamics CRM 2013
• Creating Child Workflows in Microsoft Dynamics
CRM 2013
• CRM 2013 Using Workflows vs. Dialogs

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• Dialogs
• Working with Dialogs in Microsoft Dynamics
CRM 2013
• Utilizing Dialogs in CRM 2013 for Record
• Dashboards and Charts
• CRM Out of Box Reports and Integrating with
SSRS Custom Reports

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• 5. Extending CRM
• Integrations
• MSCRM Outlook Client Integration
• SharePoint Integration with MSCRM
• http://microsoftdynamics.co.in/microsoft-
dynamics-crm-online-training/