I want to learn Dynamics CRM

Dynamics 365, Sales 2 Minutes

Okay!

Need to have patience and continuous effort.

First Get the trial of D365.

and Get started.
Following is the list which you have to learn for a start.
you have to do it thoroughly and Make sure you go in deep and practice each and everything.

Microsoft allows you to get the trail and explore.
Take another trail if needed once first is complete.

Give your time, you are not wasting it, you are investing for really good career.
Do understand it, Note it (OneNote is best tool for it).
Google it those topics and try it in your D365 trail.

  1. Configuring auditing
  2. Document management and Collaboration
  3. Configure administration setting
  4. Data management
  5. User management
  6. Implement themes
  7. Identify security roles
  8. define permissions and privileges
  9. configure access levels
  10. configure security roles
  11. assign security roles
  12. implement multiple security roles
  13. manage access
  14. implement the standard security model and hierarchy security
  15. configure business units
  16. manage teams
  17. Identify integration options
  18. configure email server profiles and default organization email settings
  19. enable server-side email synchronization
  20. enable folder tracking
  21. map exchange folders
  22. set up and configure the CRM App for Outlook
  23. Select the appropriate Office 365 group integration
  24. create and configure Office 365 groups
  25. integrate Microsoft Dynamics 365 and SharePoint
  26. enable linking to OneNote files
  27. set up and configure OneNote integration
  28. configure OneDrive integration
  29. Manage entity ownership
  30. manage entity properties
  31. configure system entities
  32. describe activity entities
  33. configure entity ownership and entity properties
  34. implement managed properties
  35. configure custom entities and security roles
  36. delete entities
  37. Define relationship types
  38. create relationships
  39. configure cascading rules
  40. identify types of cascading behavior
  41. work with hierarchical data
  42. configure entity mapping
  43. create connections and connection roles
  44. Identify field types
  45. define field naming requirements
  46. configure field properties and field display formats
  47. implement option sets and two option fields
  48. configure lookup fields and customer fields
  49. Configure fields
  50. configure field properties
  51. use calculated fields
  52. use rollup fields
  53. configure global option sets
  54. create alternate keys
  55. configure field security and security roles
  56. use status and status reasons
  57. identify status reason transitions
  58. Recommend usage patterns for Microsoft Dynamics 365 solutions
  59. identify solution components
  60. identify solution types
  61. create managed and unmanaged solutions
  62. configure publishers and versions
  63. manage multiple solutions
  64. import and export solutions
  65. Identify Microsoft Dynamics 365 form types
  66. build a form
  67. use specialized form components
  68. implement access teams and subgrids
  69. create editable grids
  70. work with navigation
  71. use multiple forms
  72. Identify view types
  73. create, modify, manage, and delete views
  74. customize views
  75. create system and personal charts
  76. identify chart types that can be combined
  77. use available series aggregation types
  78. customize charts
  79. import and export charts
  80. create dashboards and dashboard components
  81. customize dashboards
  82. control access to dashboards
  83. Deploy the mobile client
  84. identify available entities for the mobile client
  85. configure mobile navigation
  86. design mobile form layout
  87. create custom controls
  88. hide mobile form content
  89. create multiple forms
  90. create mobile views and activity lists
  91. Determine when to use business rules
  92. describe business rule scopes
  93. identify actions that trigger business rules
  94. configure business rules, conditions, and actions
  95. Implement workflows
  96. identify workflow types
  97. implement dialogs and custom actions
  98. identify when to use business process flows, workflow dialogs, and custom actions
  99. Identify business flow components
  100. enable business process flows
  101. implement steps, stages, and categories
  102. implement flows that use multiple entities
  103. use conditional branching; implement role-driven business process flows
  104. run workflows
  105. SSRS
  106. SSIS

Following is the list of websites which can help you get started.

1. https://neilparkhurst.com/
2. https://crmbusiness.wordpress.com/
3.  https://docs.microsoft.com/en-us/dynamics365/  (Very New by microsoft)
4.   https://crmbook.powerobjects.com/
5.   https://crmtipoftheday.com/
6.   https://community.dynamics.com/crm    (Pick any Question and try to solve it even if its is solved)
7.  https://udyamcloud.wordpress.com/

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Published by Friyank Parikh

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