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Microsoft Dynamics CRM (Archived)

can somebody please guide how to start off with MS Dynamics CRM.

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Posted on by 7

Hi,

I am new to MS Dynamics CRM, can somebody please guide how to start off with MS Dynamics CRM.

Thanks & Regards,

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  • Suggested answer
    Saad Kabarousse Profile Picture
    734 on at

    Hello,

    i would suggest:

    1- Undertand the basics of Customer relationship Management

    2- Undertand the sales and prospection process in Dynamics CRM (Basic Entities and relations between them, states...)

    3- Solutions, Forms, fields , process, workflows, BPF and business rules adminitration & configuration.

    4- Develop Javascirpt Extensions.

    5- C#, Plugin Developement.

    Here is a website that helped me a lot in my beginning:

    https://neilparkhurst.com.

    You can find all you need to understand in CRM Dynamics from functional and support consultant point of view.

  • Suggested answer
    Pawar Pravin Profile Picture
    5,237 on at

    Hi Shazad,

    Before starting with CRM you should have to learn about how any application helps to improve business and what are the types of business applications we can use to integrate customer requirement with business improvement.

    CRM is also one of them.

    Highlighted areas where you can start CRM learning.

    1. Functional Area

    A. Modules in CRM

    B. Versions of CRM

    C. Types of CRM (Online vs On-premise)

    D. Solution Designing in CRM

    E. Features in CRM

    F. Out of box features and work around

    2.Technical Area

    A. C# Plugin

    B. Javascript

    C. Console Application

    D. SSRS Reports

    E. Intepration

    F. Data Migration

    3. Other Tools:

    Also check useful tools required in crm development.

    I would recommend you to use blogs and power object books to learn every topic in details.

    https://www.powerobjects.com/

    docs.microsoft.com/.../developer-guide

  • Shazad Nazir Profile Picture
    7 on at

    Thank for reply,

    Can you please share:

    The Microsoft's link where i can create my initial account to start with.

    The link for any training videos, please.

  • Suggested answer
    Pawar Pravin Profile Picture
    5,237 on at

    Please follow below URL to create crm online trial instance.

    https://trials.dynamics.com

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