Dynamics CRM Developer
Setting up a development environment for Dynamics CRM.
Dynamics CRM Developer
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Module 1: Introduction to Dynamics CRM
Overview of Customer Relationship Management (CRM) and its importance.
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Introduction to Microsoft Dynamics CRM and its evolution.
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Understanding the components and architecture of Dynamics CRM.
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Exploring the user interface and navigation within Dynamics CRM.
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Setting up a development environment for Dynamics CRM.
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Module 2: Customizing Entities and Fields
Creating and managing custom entities in Dynamics CRM.
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Defining and customizing fields, data types, and properties.
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Implementing relationships between entities: 1:N, N:N, and hierarchical.
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Configuring entity forms, views, and charts to suit business needs.
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Implementing business rules and process flows for entity automation.
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Module 3: Extending Dynamics CRM with Plugins
Introduction to plugins and their role in extending CRM functionality.
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Setting up the plugin development environment.
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Creating and registering custom plugins using Visual Studio.
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Understanding plugin execution contexts and messages.
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Debugging and troubleshooting plugins for effective development.
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Module 4: Customizing User Interface
Modifying the CRM sitemap and command bar to tailor the UI.
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Creating custom ribbon buttons, menus, and commands.
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Designing and implementing custom web resources for UI enhancement.
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Utilizing JavaScript and client-side scripting for UI customization.
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Implementing responsive and mobile-friendly UI components.
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Module 5: Integration and Data Migration
Overview of integration options and scenarios.
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Using OData and Web API for data retrieval and manipulation.
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Integrating external systems using plugins, custom workflows, and Webhooks.
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Strategies and best practices for data migration into Dynamics CRM.
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Handling data transformation, mapping, and data consistency during migration.
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Module 6: Advanced Customization with Business Logic
Creating and utilizing custom workflow activities.
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Introduction to Business Process Flows and their customization.
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Developing custom actions for complex business logic.
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Implementing real-time and asynchronous workflows.
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Combining plugins, workflows, and business rules for comprehensive solutions.
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Module 7: Security and Access Control
Understanding Dynamics CRM security model and principles.
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Configuring roles, business units, and teams for access control.
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Implementing field-level security and record-level security.
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Integrating Azure Active Directory for authentication and single sign-on.
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Auditing and monitoring security-related activities in Dynamics CRM.
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Module 8: Reporting and Dashboards
Creating and customizing reports using SQL Server Reporting Services (SSRS).
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Designing interactive dashboards for data visualization.
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Developing custom charts, graphs, and KPIs within Dynamics CRM.
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Integrating Power BI for advanced reporting and analytics.
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Distributing and sharing reports and dashboards with users.
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Module 9: Solution Packaging and Deployment
Understanding solutions and their role in Dynamics CRM customization.
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Packaging customizations into managed and unmanaged solutions.
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Exporting and importing solutions between environments.
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Managing versioning and solution dependencies.
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Best practices for solution deployment and avoiding conflicts.
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Module 10: Performance Optimization and Maintenance
Identifying performance bottlenecks in Dynamics CRM.
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Strategies for optimizing query performance and minimizing database load.
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Caching mechanisms and strategies for reducing server requests.
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Monitoring and diagnosing performance using built-in tools.
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Performing routine maintenance tasks, updates, and backups.
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