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Microsoft Dynamics CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is all about Customer Relationship Management (CRM). MSD-CRM takes care of customers

Microsoft Dynamics CRM Training in Pakistan

Microsoft Dynamics Training

satisfaction and loyalty for further business growth and sustenance of business expansion, and that is why professionals with Microsoft Dynamics CRM specialization has wide demand in business management trade. ASIPT Training Institute based at Lahore, Pakistan conducts exceptional online and regular classroom training for Microsoft Dynamics CRM. Microsoft Dynamics CRM Online Training is mostly joined by the on-job professionals who can pursue the course at their flexible time from home. The course is conducted by industry experts/professionals hence it meets the best industry standard of training and grooming. For more details you can visit microsoft website.

Microsoft Dynamics CRM-Outlines

MSCRM Basics

  1. MSCRM Introduction
  2. MSCRM Architecture, Layers and Technology
  3. MSCRM Basic Navigations
  4. Accounts, Contacts , Activities

Sales & Marketing Management

  1. Lead Management
  2. Opportunity Management
  3. Product Management
  4. Campaign Management
  5. Marketing List Management
  6. Quotes, Order, Invoice Management
  7. Competitors and Goal Management
  8. Sales Literature and Marketing Materials

Service Management

  1. Case Management
  2. Service Management
  3. Contract Management
  4. Knowledge Base Article Management

Business Management

  1. Fiscal Year, Business Closures
  2. Goal Metrics
  3. Facilities and Equipment’s
  4. Queue management (Configuring POP3, SMTP, Gmail)
  5. Resource Group
  6. Quota, Sales Territories, Site Management
  7. Subjects, Connection & Relationship Roles.


  1. System Settings, Server Settings
  2. Business Unit, Security Roles creations.
  3. Field Security Profiles
  4. Team, User Creation
  5. Access and Privileges
  6. Auto Numbering, Languages Settings

Database Management

  1. Data Imports
  2. Data Maps
  3. Templates of Data Imports
  4. Duplicate Detection Settings, Rules, Jobs
  5. Bulk Deletion

Customization& Solutions

  1. Customization of System Entity, Custom Entity
  2. Entity Creation, Attribute Creations
  3. Form Creation, Section, Tabs, I frames,
  4. Relationship (1:N, N:1, N:N)
  5. Views creation
  6. Templates creation (Email, Contract, KB)
  7. Understanding Solutions
  8. Import & Export Customization

Document Management

  1. Document Management
  2. Share point Document Locations
  3. Components Management

Report Management

  1. Dashboard Creations
  2. Customizing Reports

Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Goal Management

  1. Goal Audit Settings
  2. Entity and Field Audit Settings
  3. Audit Log Management
  4. Audit Summary

Workflow Creations

  1. Process Creations
  2. Process Triggers, Loops, Branch, Chain
  3. Process Export, Import and Publish
  4. Workflow Rules

MS Dynamics CRM Course wise outlines

Marketing Automation in Microsoft Dynamics CRM 2011(80290A)

Module 1: Introduction

  1. Benefits of Closed Loop Marketing
  2. Creating and Using Marketing Lists
  3. Marketing Campaigns and Quick Campaigns
  4. Quick Campaigns
  5. Introduction to Marketing Campaigns
  6. Creating a Marketing Campaign
  7. Creating and Using Campaign Templates
  8. Importing Leads

Module 2: Implementing and Managing Marketing Campaigns

  1. Campaigns, Campaign Activities and Marketing Lists
  2. Creating and Using Email Templates
  3. Sales Literature, Products and Price Lists
  4. Distributing Campaign Activities
  5. Capturing and Viewing Campaign Responses
  6. Working with Campaign Responses

Module 3: Analysis, Reporting and Goals

  1. Analyzing Marketing Information with Lists, Views and Charts
  2. Working with Reports
  3. Creating and Managing Marketing Goals
  4. Creating Charts
  5. Customizing and Working with Dashboards


Sales Management in Microsoft Dynamics CRM 2011 (80291A)

Module 1: Introduction

  1. Overview of the Sales Process in Microsoft Dynamics CRM
  2. Core Records in the Sales Process
  3. Tracking Competitors and Managing Sales Literature
  4. Working with Leads
  5. Working with Opportunities
  6. Sales Processes, Workflows and Dialogs

Module 2: Working with the Product Catalog

  1. The Product Catalog and the Sales Process
  2. Unit Groups
  3. Adding and Maintaining Products
  4. Creating, Maintaining and Using Price Lists

Module 3: Sales Order Processing

  1. The Microsoft Dynamics CRM Sales Order Process
  2. Opportunities, Quotes, and the Sales Process
  3. Working with Orders
  4. Working with Invoices

Module 4: Analysis, Reporting and Goals

  1. Analyzing Sales Information with Lists, Views and Charts
  2. Working with Reports
  3. Exporting Sales Information to Microsoft Office Excel
  4. Creating and Managing Sales Goals
  5. Creating Charts
  6. Dashboards


Service Management in Microsoft Dynamics CRM 2011(80292A)

Module 1: Introduction

  1. Getting Started with Service Management
  2. Cases and the Service Management Process
  3. Queues and Contracts in Service Management
  4. Working with Cases in the Case Grid

Module 2: Working with Cases and Contracts

  1. Creating Case Records
  2. Working with Cases
  3. Contracts and Contract Templates
  4. Creating and Working with Contracts
  5. Using Contracts with Cases

Module 3: Using the Knowledge Base

  1. Article Templates
  2. Creating, Approving and Publishing Articles
  3. Using and Searching the Knowledge Base
  4. Cases and Knowledge Base Articles

Module 4: Working with Teams and Queues

  1. Introduction to Teams
  2. Introduction to Queues
  3. Creating and Managing Queues
  4. Working with Queues and Queue Items
  5. Using Workflows with Queues

Module 5: Analysis, Reporting and Goals

  1. Service Management Reports
  2. Service Management Charts and Dashboards
  3. Goal Management for Service


Service Scheduling in Microsoft Dynamics CRM 2011 (80293A)

Module 1: Introduction

  1. Service Scheduling Overview
  2. Service Scheduling Scenarios
  3. Service Scheduling Process
  4. Working with Service Activities and the Service Calendar
  5. Closing, Canceling, or Rescheduling a Service Activity
  6. Using Charts and Reports to Analyze Service Activities

Module 2: Advanced Topics

  1. Understanding the Service Activity Scheduling Engine
  2. Resources, Services and Selection Rules
  3. Incorporating Customer Preferences
  4. Resource and Service Capacity Requirements
  5. Understanding Sites and Same-Site Requirements


Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles

  1. Business Units
  2. Managing Business Units
  3. Security Features

Module 2: Configuring Users and Teams

  1. User Management Overview
  2. Adding and Maintaining User Accounts
  3. Team Configuration

Module 3: Customizing Microsoft Dynamics CRM Overview

  1. Customization Methodology
  2. Who can Customize Microsoft Dynamics CRM?
  3. Types of Customizations
  4. Types of Customizations – Solutions

Module 4: Customizing Fields

  1. Customization Concepts
  2. Field Data Types
  3. Field Properties
  4. Creating Fields
  5. Creating Option Sets

Module 5: Customizing Entities

  1. Entity Concepts
  2. Modifying Custom Entities

Module 6: Customizing Relationships and Mappings

  1. Types of Entity Relationships
  2. Creating Entity Relationships
  3. Entity Mapping

Module 7: Customizing Forms, Views and Charts

  1. Basic UI Customization Capabilities
  2. View Customization Overview
  3. Charts
  4. Form Customization Overview
  5. Other Form Objects
  6. Creating New Forms

Module 8: Configuring Field Security

  1. Field Security Scope
  2. Field Security and Other Security Methods

Module 9: Configuring Auditing

  1. Enabling Auditing
  2. Viewing Audit Data
  3. Managing Audit Partitions

Module 10: Configuring Solutions

  1. Solutions Review
  2. Exporting and Importing Un-managed Solutions
  3. Exporting and Importing Managed Solutions


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