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Customized training on Microsoft Dynamics CRM 365

12 Registered Dec, 2018 9:30 AM 4 Days / 32 Hrs

About the Instructor:

He is an OPTIMISTIK INFOSYSTEMS Accredited Instructor with, more than 10 years of experience in building solutions and providing training on Microsoft Dynamics platform. He is also a Microsoft Dynamics 365 Architect and Microsoft Certified Trainer having. He has delivered similar trainings for various clients in past with successful feedback.

Description

Overview:

What is Microsoft Dynamics CRM?

Microsoft Dynamics 365 is a cloud-based business applications platform from Microsoft that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Objectives:

This is an on demand, customized course designed for an audience with good experience on .Net platform and a basic understanding of Dynamics CRM. The focus of this training is :

1.) Field Service
2.) CRM Portal.

The team want to focus on areas of Resource Optimization, Resource Allocation, Mobile solutions and an in depth on CRM Portal. (Detailed Course Plan can be shared on request)

Event Schedule:

Intro and set Field services
Set up and configure Field Service
Manage work orders
Schedule and dispatch work orders

Manage Field Service mobility
Manage inventory and purchasing (10 – 15%)
Manage the Connected Field Service solution
Manage Agreements

Introduction to Portals Security
- Forms
- Web Form Steps for Portals
- Manage Portal Content

Entities
Knowledge Management
Understand Liquid Operators
Available Tags
Create Advanced Templates for Portals

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Who should attend:

.Net Developer with Basic Knowledge of Dynamics CRM

Delivery Mode:

Instructor-Led Training
Case studies driven approach
Hands-on exercises
Learning by Doing Approach

Tags:

Microsoft Dynamics 365 Dynamics CRM CRM

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