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Microsoft Dynamics AX is a complete ERP System that controls whole organizational functions. It includes HR, Finance and Accounting, Production, Warehousing, Trade & Logistics, Master Planning and CRM.

While Dynamics CRM stands alone for Customer Service, Microsoft Dynamics AX CRM manages Integration, AX Outlooks, Development Platform, UI & UX, Offline Access to Remote Employee, Information Visibility, KPI, Sales Services and Marketing Effectiveness.

We provide the best Dynamics AX CRM Training In Chennai, which helps you gain knowledge and experience in this module with one-on-one training sessions by Experts.

Lessons 1: MSCRM Basics

  • MSCRM Introduction
  • MSCRM Basic Navigations
  • MSCRM Architecture, Layers and Technology
  • Accounts, Contacts , Activities
  • Lead Management
  • Product Management
  • Marketing List Management
  • Competitors and Goal Management
  • Opportunity Management
  • Campaign Management
  • Quotes, Order, Invoice Management
  • Sales Literature and Marketing Materials
  • Case Management
  • Contract Management
  • Service Management
  • Knowledge Base Article Management
  • Fiscal Year, Business Closures
  • Facilities and Equipment’s
  • Resource Group
  • Subjects, Connection & Relationship Roles
  • Goal Metrics
  • Queue management (Configuring POP3, SMTP, Gmail)
  • Quota, Sales Territories, Site Management
  • System Settings, Server Settings
  • Field Security Profiles
  • Access and Privileges
  • Business Unit, Security Roles creations
  • Team, User Creation
  • Auto Numbering, Languages Settings
  • Data Imports
  • Templates of Data Imports
  • Bulk Deletion
  • Data Maps
  • Duplicate Detection Settings, Rules, Jobs
  • Customization of System Entity, Custom Entity
  • Form Creation, Section, Tabs, I frames
  • Views creation
  • Understanding Solutions
  • Entity Creation, Attribute Creations
  • Relationship (1:N, N:1, N:N)
  • Templates creation (Email, Contract, KB)
  • Import & Export Customization
  • Document Management
  • Components Management
  • Share point Document Locations
  • Dashboard Creations
  • Customizing Reports
  • Goal Audit Settings
  • Audit Log Management
  • Entity and Field Audit Settings
  • Audit Summary
  • Process Creations
  • Process Export, Import and Publish
  • Process Triggers, Loops, Branch, Chain
  • Workflow Rules
  • Benefits of Closed Loop Marketing
  • Marketing Campaigns and Quick Campaigns
  • Introduction to Marketing Campaigns
  • Creating and Using Campaign Templates
  • Creating and Using Marketing Lists
  • Quick Campaigns
  • Creating a Marketing Campaign
  • Importing Leads
  • Campaigns, Campaign Activities and Marketing Lists
  • Sales Literature, Products and Price Lists
  • Capturing and Viewing Campaign Responses
  • Creating and Using Email Templates
  • Distributing Campaign Activities
  • Working with Campaign Responses
  • Analyzing Marketing Information with Lists, Views and Charts
  • Creating Charts
  • Working with Reports
  • Creating and Managing Marketing Goals
  • Customizing and Working with Dashboards
  • Overview of the Sales Process in Microsoft Dynamics CRM
  • Working with Leads
  • Sales Processes, Workflows and Dialogs
  • Core Records in the Sales Process
  • Tracking Competitors and Managing Sales Literature
  • Working with Opportunities
  • The Product Catalog and the Sales Process
  • Adding and Maintaining Products
  • Unit Groups
  • Creating, Maintaining and Using Price Lists
  • The Microsoft Dynamics CRM Sales Order Process
  • Working with Orders
  • Opportunities, Quotes, and the Sales Process
  • Working with Invoices
  • Analyzing Sales Information with Lists, Views and Charts
  • Exporting Sales Information to Microsoft Office Excel
  • Creating Charts
  • Working with Reports
  • Creating and Managing Sales Goals
  • Dashboards
  • Getting Started with Service Management
  • Queues and Contracts in Service Management
  • Cases and the Service Management Process
  • Working with Cases in the Case Grid
  • Article Templates
  • Using and Searching the Knowledge Base
  • Creating, Approving and Publishing Articles
  • Cases and Knowledge Base Articles
  • Introduction to Teams
  • Creating and Managing Queues
  • Using Workflows with Queues
  • Introduction to Queues
  • Working with Queues and Queue Items
  • Service Management Reports
  • Goal Management for Service
  • Service Management Charts and Dashboards
  • Service Scheduling Overview
  • Service Scheduling Process
  • Closing, Canceling, or Rescheduling a Service Activity
  • Service Scheduling Scenarios
  • Working with Service Activities and the Service Calendar
  • Using Charts and Reports to Analyze Service Activities
  • Understanding the Service Activity Scheduling Engine
  • Incorporating Customer Preferences
  • Understanding Sites and Same-Site Requirements
  • Resources, Services and Selection Rules
  • Resource and Service Capacity Requirements
  • Business Units
  • Security Features
  • Managing Business Units
  • User Management Overview
  • Team Configuration
  • Adding and Maintaining User Accounts
  • Customization Methodology
  • Types of Customizations
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations - Solutions
  • Customization Concepts
  • Field Properties
  • Creating Option Sets
  • Field Data Types
  • Creating Fields
  • Entity Concepts
  • Modifying Custom Entities
  • Types of Entity Relationships
  • Entity Mapping
  • Creating Entity Relationships
  • Basic UI Customization Capabilities
  • Charts
  • Other Form Objects
  • View Customization Overview
  • Form Customization Overview
  • Creating New Forms
  • Field Security Scope
  • Field Security and Other Security Methods
  • Enabling Auditing
  • Managing Audit Partitions
  • Viewing Audit Data
  • solutions Review
  • Exporting and Importing Managed Solutions
  • Exporting and Importing Unmanaged Solutions

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