Microsoft - Dynamics CRM 2016

Curriculum

Dynamics CRM 2016 Customisation and Configuration

Configure Microsoft Dynamics CRM (25%)

• Configure Dynamics CRM settings
• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
• Manage Dynamics CRM security
• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)

• Manage Dynamics CRM entities
• Manage entity ownership; manage entity properties; understand system and custom entities
• Configure field customisations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
• Implement entity relationships
• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualisations (24%)

• Create and manage Dynamics CRM solutions
• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
• Customise Dynamics CRM forms
• Understand the form structure; build a form; use specialised form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customisations and mobile clients
• Implement Dynamics CRM views and visualisations
• Understand view types; manage system, public, and personal views; create, modify, and delete views; customise views; customise charts; customise dashboards; use themes

Implement business rules, workflows, and business process flows (24%)

• Implement and manage business rules
• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
• Implement and manage workflows, dialogs, and custom actions
• Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
• Implement and manage business process flows
• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

Dynamics CRM 2016 Online Deployment

Implement a Microsoft Dynamics CRM Online deployment (10% - 15%)

• Access Microsoft Dynamics CRM Online
• Describe methods for accessing Microsoft Dynamics CRM Online; identify supported browsers; identify supported phone operating systems; describe requirements for Dynamics CRM for tablets; identify supported web browsers; identify user subscription license types; describe subscription add-ons
• Plan a deployment
• Identify the storage requirements; plan security; determine the number of instances and licenses that are required; identify implications of implementing single sign-on
• Import data
• Compare the methods for importing data; import data by using the Import Data Wizard; identify limitations of import processes
• Customise Microsoft Dynamics CRM Online
• Create new fields; modify values for option sets; modify entity forms; create new entities and reports; modify views and dashboards

Configure Microsoft Dynamics CRM Online (10% - 15%)

• Configure subscriptions
• Identify methods to sign-up for a subscription; identify subscription requirements; describe the subscription cancellation process; describe the methods for purchasing add-ons
• Manage users
• Identify the methods to add users to Dynamics CRM Online; assign Microsoft Dynamics CRM Online licenses to users; assign security roles; enable and disable users; describe non-interactive users; mark a user as non-interactive; identify administrative roles
• Synchronise user accounts
• Compare Dynamics CRM Online accounts with company accounts; describe user synchronisation; identify the steps to synchronise Active Directory with Office 365; describe Active Directory Federation Services

Manage Microsoft Dynamics CRM Online (10% - 15%)

• Administer Microsoft Dynamics CRM Online instances
• Define instances; describe the relationship between instances subscriptions, tenants, and security groups; describe instance types; set instance properties; switch an instance; reset an instance; place an instance in administrative mode; delete an instance; describe methods to copy an instance; create a copy of an instance
• Describe tenant considerations
• Identify limitations on the number and type of instances per tenant; configure the region for a tenant; describe limitation and requirements for multiple tenants
• Manage storage and administrative notifications
• Identify the storage limit for a subscription; describe the implications of reaching the storage limit; view resources used; identify requirements and limitations for sending administrative notifications
• Describe the Microsoft Dynamics CRM Online update policy
• Identify the frequency of updates; describe the update process; determine the version of Microsoft Dynamics CRM Online; skip updates; approve updates; determine what updates are available; reschedule an update

Manage related services (10% - 15%)

• Describe related services
• Identify related online services; integrate Microsoft Social Engagement with Microsoft Dynamics CRM Online; manage campaigns with Microsoft Dynamics Marketing
• Integrate Yammer and SharePoint Online
• Describe Yammer and SharePoint Online; identify SharePoint Online integration types; describe the integration process
• Integrate OneNote, Skype, Skype for Business, Office 365 Groups, and OneDrive for Business
• Compare Dynamics CRM Notes and OneNote; identify storage location for OneNote notebooks; configure OneNote integration; integrate Skype and Skype for Business; identify limitations for Skype and Skype for Business; describe Office 365 Groups; identify requirements for Office 365 Groups; integrate Office 365 Groups with Microsoft Dynamics CRM Online

Manage mobile device apps (10% - 15%)

• Install and use mobile device apps
• Identify the mobile apps for phones and tablets; describe requirements for mobile apps; identify supported mobile device hardware and software; install mobile apps; configure security privileges; describe restrictions for working offline; create draft records
• Configure entities for mobile
• Identify entity types that can be accessed from mobile apps; hide form components; enable dashboards for mobile apps

Implement Microsoft Dynamics CRM for Microsoft Office Outlook (10% - 15%)

• Deploy Dynamics CRM for Outlook
• Identify supported operating systems; describe required software components; compare Dynamics CRM for Outlook versions; identify deployment methods; configure Dynamics CRM for Outlook; configure multiple organisations
• Configure offline capabilities
• Describe offline capabilities; identify fields that can be synchronised; describe limitations for synchronised fields; configure synchronised fields

Manage email (10% - 15%)

• Select an email processing option
• Identify email processing options; describe the advantages of each email processing option; identify limitations and requirements for each email processing option
• Track and correlate email
• Compare email tracking with email correlation; describe user options for automatic tracking; describe correlation options; identify limitations of folder-level tracking; configure folder-level tracking for Exchange folders
• Manage mailbox records and email
• Describe synchronisation methods for incoming and outgoing email; configure the default synchronisation method for users and queues; describe mailbox records; configure approval for email addresses

Manage server-side synchronisation (10% - 15%)

• Configure server-side synchronisation
• Describe server-side synchronisation; identify server-side synchronisation features and supported configurations; set the email processing method; configure mailbox records
• Set up a forwarding mailbox
• Describe mailbox forwarding; create a forward mailbox record; add email forwarding rules for users; add mailbox records to server profile; enable mailboxes; test email configuration; describe synchronisation alerts; view the Performance Dashboard

Dynamics CRM 2016 Sales

Manage Microsoft Dynamics CRM components and the product catalog (24%)

• Manage Dynamics CRM sales management components
• Understand different record types; create, maintain, and use sales literature; create, maintain, and use competitors; understand sales territories; manage currency configurations; understand social engagement
• Manage the product catalog
• Understand the role of the product catalog and price lists; manage unit groups; manage products; manage price lists; manage discount lists; manage currencies; create product families and properties; manage product bundles; view products in hierarchical charts

Manage leads, opportunities, and sales (30%)

• Manage leads
• Understand the role of lead and opportunity records; understand the lead to the opportunity process flow; use the lead to the opportunity process form and the process ribbon; track leads; convert activity records to leads
• Manage opportunities
• Create and manage opportunities; manage opportunity records; connect competitors to opportunities; view resolution activities; work with opportunities from views; add a contact to an opportunity
• Manage the sales order process
• Add line items to opportunities; create and add write-in products and opportunities; select alternate price lists for opportunities; understand the process of the quotes life cycle; manage quotes; work with orders; work with invoices; convert quotes to orders and convert orders to invoices

Manage metrics and perform sales analysis (23%)

• Manage metrics and goals
• Configure sales metrics; configure fiscal periods; create and assign goal records; define parent and child records; create and recalculate parent and child goal records; create rollup queries
• Perform sales analysis
• Use built-in reports; export sales information to Microsoft Excel; work with charts and dashboards; work with system charts from an opportunity list; create dashboards; share dashboards and charts; perform advanced find queries; work with Microsoft Power BI dashboards

Integrate Microsoft Dynamics CRM with other products (22%)

• Configure email integration
• Configure email server synchronization; configure server settings, server profiles, and mailbox configurations; migrate to server-side synchronization; configure synchronization options; configure email client integration; use folder tracking; use the Dynamics CRM app for Outlook
• Configure collaboration
• Configure Microsoft SharePoint integration; set up SharePoint documents; use SharePoint documents; use Skype and Skype for Business with Dynamics CRM; use Microsoft Yammer with Dynamics CRM; use Office Groups with Dynamics CRM
• Configure Office productivity
• Work with Excel; export to Excel; work with Power BI; analyze data with Power BI; visualize data with Excel and Power BI to create an immersive experience; configure OneNote integration; use OneNote with Dynamics CRM