MS Dynamics CRM with Power Apps Training

Duration5 weeks

Mode of TrainingOnline

LevelAdvanced

MS Dynamics CRM Online Training

The MS Dynamics CRM Visualpath is the Best Software Online Training institute in Hyderabad.

Unlock the potential of Microsoft Dynamics CRM with industry-leading training at VisualPath Institute. Our comprehensive MS Dynamics CRM Training program is designed to equip you with the knowledge and skills needed to excel in the world of customer relationship management. Whether you're a beginner aiming to master the basics or a seasoned professional looking to enhance your expertise, our training offers a tailored learning experience suitable for all levels.

Key Features

Expert Instructors:

Learn from experienced instructors who bring real-world insights into the classroom, enabling you to grasp concepts with practical examples.

Hands-on Learning:

Our training is centered around hands-on exercises and projects that simulate real-world scenarios, ensuring you can apply your learning effectively.

Comprehensive Curriculum:

Cover the entire spectrum of MS Dynamics CRM, including but not limited to customer data management, sales automation, customer service, marketing campaigns, and reporting.

Flexible Schedules:

We offer weekday and weekend batches to accommodate your busy schedule, ensuring that you can pursue your training without disruption.

Why Visualpath?

You may also see course CurriculumMS Dynamics CRM with Power Apps Curriculum

Applications in CRM

Sales Process
- Leads
- Opportunites
- Competitors
- Products
- Quotes,Orders and Invoices
Marketing
- Marketing Lists
- Campaigns
- Sales Literature
- Quick Campaigns
Service
- Services
- Service Calendar
- Cases
- Knowledge Base

Administration, Settings & Configuration

Administration
- Creating and managing Business Units, Users and Teams
- Privileges, Access Levels and Security Roles
- Creating and managing Security Roles
- Auto Numbering and System Settings
Data Management
- Duplication Detection Settings, Rules and Jobs
- Bulk Record Deletion
- Data Maps and Imports
- Product Catalog
- Understanding the Product Catalog
- Unit Groups
- Adding Products
- Creating Price Lists
- Creating Discount Lists

Model Driven App/ MS Dynamics CRM Customizations

Entity Customization
- Basic Form Customizations
- Basic UI Customization Capabilities
- Form Customization – Working with Tabs, Sections, Fields
- Introduction to Application Event Programming
- Using Form and Field Events
Entity Model
- Customization Concepts – Entity Types and Attributes
- Creating Custom Entities and Attributes
Relationships, Views and Advanced Views
- Types of Relationships
- Relationship Behaviors
- Creating Entity Relationships
- Entity Mapping
Views and Advanced Views
- Public, Personal and System Views
- View Customizations – Common Tasks
- Advanced Views Customizations
Form Scripting
- Client side scripting using Java Script/Power FX
- Working with I Frames
Working with Web Resources
Report Wizard, Scheduling and Exporting Reports
Working with Dash Boards

Extending Model driven App/MS Dynamics CRM

Processes (Workflows & Dialogs)
- Overview of Workflow
- Creating Workflows steps through Workflow Designer
- Overview of Dialogs
- Creating Dialog Pages, Prompt and Response
- Working with Input Parameters in Dialogs
Ribbon Customizations
- Creating & Hiding Ribbon Elements
- Enabling & Disabling Ribbon Elements
Working with Site Maps
Introduction to Solutions
- Managed & Unmanaged Solutions
- Importing & Exporting Solutions
CRM Web Services
- Introduction to Web Services
- Query Expression & Query Attribute
- Request & Response
Plugins
- The Event Execution Pipeline
- IPluginExecutionContext Interface
- Developing Plugins
- Deploying Plugins
- Debugging Plugins
Custom Workflows
- Developing Custom Workflow Activities
- Deploying Custom Workflow Activities
- Debugging Custom Workflow Activities

Canvas Customizations

Canvas App Designer
- Screens
- Controls
- Data
- Media
- App Checker
- Save, publish and share
User Interface (UI) Elements

Changing control properties
Adding functions to controls
Colors
If statement
Text Label and Text input
HTML text and rich text editor
Image and video controls
Buttons, shapes and icons
Checkbox, Toggle and Date picker
Dropdown, list box, combo box and radio
Naming conventions

Dynamically changing control properties at run-time

Adding actions to text input (Enable save button when Text input value changes)
Disable/enable Text input by clicking a checkbox

Container vs groups
Local and global Variables
Collections
Working with Gallery and Data Table
Add Functionality by introducing code to Power Apps

Logical and comparison operators
Filtering collection columns
Inserting item into a collection
Updating single record in a collection using patch function
Deleting a record from collection
Working with Aggregation functions
Accessing contextual variables in other screens

Power Automate Training

Introduction to Power Automate
Types of flows
Variables
Functions
Parallel branches
Apply to each, select, filter
Create HTML table and send email
Trigger conditions
Call flow from Power App