Dynamics 365 CRM V9.0 Gray shading on the web client forms

Have you ever encountered the Dynamics 365 CRM V9.0 Gray shading on the web client forms?

The issue is even documented on the Microsoft Docs website:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/readme-9

From the above link:

  • Gray shading on the web client forms
    • Doesn’t appear on a new form in create mode.
    • Doesn’t change dynamically when the height of a field or component changes and might leave an empty space. However, this empty space will disappear on refresh.

To some people, this gray shading may make it appear as if the page is loading, and can be an inconvenience.

What if you really don’t want this gray shading to appear?

We would recommend you leave it alone if you can.
If you really cannot leave it alone, or really would prefer to make this gray shading disappear, there may be an option to place custom JS code and attach it to the form, and there is no guarantee it will work.
The code has to be very specifically formatted in a way that will get rid of the gray shading. Careful – it could mess up the form on later versions / updates.

Want to know what this custom code might look like, or need more help? Contact us using this link for more info, and check out our Dynamics 365 CRM Training for more information.

Dynamics 365 CRM MCSA Certification Training February 2019

Microsoft Dynamics 365 CRM MCSA Certification Training Classes are available here at Dynamics Edge, please click the link below:

Microsoft Dynamics 365 CRM MCSA Certification Training

for more information. Preparation is available now to earn a Microsoft Certified Solutions Associate (MCSA) in Dynamics 365 Certification for your career. Prepare for Exam MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment with Dynamics Edge Course 822715 which is MCSA for Microsoft Dynamics 365 MCSA Certification Workshop MB2-715 MB2-716. You can prepare for Exam MB2-716 Microsoft Dynamics 365 Customization and Configuration with Dynamics Edge’s Course 822715 which is the MCSA for Microsoft Dynamics 365 MCSA Certification Workshop, preparing you for both exams MB2-715 and MB2-716. Candidates for Exam MB2-715 use, maintain, support implement, or deploy Microsoft Dynamics 365 in enterprise organizations. Exam MB2-716 candidates obtain a certification on Microsoft Dynamics 365 Customization and Configuration. The candidates for Exam MB2-716 usually includes implementation consultants, developers, system administrators, and personnel for technical support. Exam MB2-716 candidates assess enterprise business needs as well as customize and configure the software application. Exam MB2-715 candidates can be prepared with our course 822715 which helps you have a deep understanding of network administration and client device management.

Microsoft Dynamics 365 CRM MCSA Certification Training Classes

The MCSA: Microsoft Dynamics 365 Certification for Customer Engagement helps you succeed and our courses and help you prepare for this certification. Our Live Virtual online training courses help you become certified as a Microsoft Certified Solutions Associate (MCSA) in Dynamics 365 CRM. Our Microsoft Dynamics 365 Training can help your enterprise, you’re in the right place at Dynamics Edge. Microsoft Dynamics 365 CRM Certification Training Courses by Dynamics Edge are specifically crafted to build fundamental, important knowledge in Dynamics 365 CRM. Dynamics 365 CRM MCSA Training highlights how to utilize Microsoft Dynamics 365 customer engagement within the contexts of field service as well as customer service. Dynamics Edge’s Microsoft Dynamics CRM 365 Certification Training helps you prepare for MCSA: Microsoft Dynamics 365. Dynamics CRM MCSA Certification Training is a strategic methodology for your enterprise when you choose Dynamics Edge. Dynamics Edge understands how important Microsoft Dynamics 365 MCSA Certification is to you being able to highlight your customers as important to you, and we give you the power to do that more effectively through our quality Dynamics 365 training classes. You might be finding out soon that if you use Dynamics 365 CRM Training you’ll find that our quality courses help you enhance your customer experience. Microsoft Dynamics 365 is a cloud-based ERP and CRM enterprise system, and our Dynamics 365 CRM MCSA Training Classes help you prepare for the CRM MCSA certification. Our Dynamics 365 training offerings and opportunities help prepare you for Dynamics CRM MCSA Certification. Microsoft Dynamics CRM 365 MCSA Certification Training Classes by Dynamics Edge helps you prove your abilities to architect and build up a plethora of innovative on-premises and cloud solutions for Dynamics 365 CRM. Choose Dynamics Edge for MCSA Dynamics 365 CRM training courses and then become prepared to be certified as a Microsoft Certified Solutions Associate (MSCA) for Dynamics 365 Customer Engagement or even for Dynamics 365 for Finance and Operations. Microsoft Dynamics 365 MSCA Certification Training by Dynamics Edge empowers you to streamline your business applications, minimize workflow complexity, and make the most of Microsoft Dynamics 365 applications and services. Microsoft Dynamics 365 CRM Training and Certification Prep Classes teach you how to customize, manage, deploy as well as use the suite of Microsoft Dynamics 365 applications and services.

Custom Tailored Live Virtual and In Classroom Microsoft Dynamics 365 CRM MCSA Certification Training Classes, Exam Prep, Boot Camps and Workshops

October 2018 Dynamics 365 CRM On-Premises Deployment Copy Production to Development

Have you ever wondered, how do you copy or clone a Dynamics 365 CRM On-Premise Database and Organization Export from Production to Development anyway?

Please check out this absolutely free Microsoft Dynamics 365 CRM on-premises production to development mirroring training / reference guide. This free Dynamics 365 Training guide by Dynamics Edge tells you how to copy on-premise data from Dynamics 365 CRM to a new deployment for backup purposes or for the purposes of creating a dev copy (e.g. development environment). Please note that this information is for reference purposes only and is not warranted or guaranteed, Dynamics Edge is not responsible for anything that happens as a result of you relying on this free information below. Please call or contact Dynamics Edge if you need any help or have any questions prior to starting on any of the below steps.

In order to copy a Dynamics 365 CRM On-Premise from Production to a separate, brand new mirrored on-premise instance for backup, staging or development, you should actually redeploy the underlying organization’s database. You may want to do this so that on-premise you create a development environment for testing. For example, you may want to customize the system without affecting the live environment. This would also be an effective way to take a full backup of Microsoft Dynamics 365 CRM on-premises, also sometimes known as Dynamics 365 for Customer Engagement on-premise version. It is usually straightforward how to copy from Microsoft Dynamics 365 Online Sandbox to Production or vice versa, but it is Microsoft Dynamics 365 on-premises to on-premises duplication, cloning, backup, or copying, that is often overlooked, is somewhat less straightforward, but is also very important to know.

Fully Back up your SQL Server Databases

Prior to starting on any database modification operation, ensure you have a full, working backup of your whole SQL environment and cluster, including databases, configuration, etc, if possible. Most professional enterprises already have fully-working mirrors of their entire production SQL database environment for this purpose. There is always a risk inherent in any database modification operation. In fact, if you do not have a regular backup system in place for your SQL environment, you may even end up losing the data due to normal events such as hardware failure, data corruption, and so on. You may skip this step if you want (but not very safely).

Back up the relevant SQL Server Database

Assuming you have either done the above, or have chosen to skip the above at your risk:
Start by looking for the specific SQL database hosting your D365 CRM organization. Utilize Microsoft SQL Server Management Studio to make a backup of the actual production database that is hosting Dynamics 365 CRM data.

You start out by launching the Microsoft SQL Server Management Studio software.
You then would log in with the right credentials and connect to the actual instance where the "MSCRM" (Dynamics 365 CRM) database elements are located.
Go to databases by expanding it on the left side and after this, you should right click on the specific database hosting the data for your CRM (Dynamics 365) organization.
Now, navigate to Tasks > Backup and then click on Backup Database to start the backup process, which first is preceded by a series of prompts.

You will be prompted now to set the destination path of your backup. Select a path you want. You will also be prompted to set the Database Backup Name – choose a name as well. Press the OK button. This actually starts the SQL server database backup.

Create a new deployment with SQL Server

You should now deploy the database you just copied.

Start by creating a brand new database. Type in a name for the new database. Use something like YourOrganizationName_MSCRM for the name of the database. You may modify the file path of where the logs and database are going to be stored if you want to. Click the OK button. This will create the new database. Now go ahead and right click on this brand new database and the navigate to Tasks > Restore > Files and then go to Filegroups. In the case that you are unable to view the new database, you may try clicking on the refresh button to update the list of databases and then try this step again. Now, click on Add and then select your new database. Click OK on the database select and click OK on the device. Where it says ‘General’ you should probably make sure that the ‘Restore’ option is checked or enabled there. Now you restore the database. Look at the options tab and then choose the option to to overwrite the existing database (WITH REPLACE). You want to do this since you want to restore the database you backed up into the blank brand new database you just created, so it’s a mirror copy of your original org database.
Now you should issue the replace database SQL and click on OK. In case that the actual database restore seems to not be working, you might have success by making a connection to the master database in your cluster and then typing in then executing the following SQL statement to try and restore it through an SQL command. Use your own database name and database backup name for the example below.

RESTORE DATABASE YourOrganizationName_MSCRM
FROM DISK = 'YourOrganizationName_MSCRM.bak'
WITH REPLACE

Tell Dynamics 365 CRM About The New Database

We need to tell Dynamics 365 CRM about the new database. Use Microsoft Dynamics 365 Deployment Manager to do this. It is Dynamics 365 Deployment Manager that tells Dynamics 365 CRM about the underlying MSCRM_CONFIG database related to the brand new organization.

First you should open Microsoft Dynamics 365 Deployment Manager on your system. Now, choose ‘Organization’ towards the left side. Then, you should choose ‘Import Organization’ which is more towards the right. Go ahead and select the database instance, as well as the database to import, and then choose ‘Import Database.’ Now, click on ‘Next.’ At this point, please enter the unique database name and display name, which usually should be the same as the original. You should keep the report server URL the same way it already is. Now, choose automatic mapping. The option tries to map record owners with the relevant Active Directory users that are present within your own current environment. In the case that the automatic mapping does not work, what you can do is to go ahead and manually associate record owners to the proper Active Directory users in your environment. Now, if your actual security roles make users only be able to see records that they own, getting each and every owner mapped to the right Active Directory user in your environment becomes even more important in this case. For the mapping process, you would click on Next when you’ve done mapping, and you should get a valid result when the system verifies the mapping. Now, click on Next and then click on Import. What happens now is that the Microsoft Dynamics 365 Deployment Manager adds all of the relevant system hooks in order to cause your database to become part of your internal system deployment. After your new Microsoft Dynamics 365 CRM deployment has completed, please try navigating to your brand new Dynamics 365 CRM Organization and see if your Microsoft Dynamics 365 On-Premises Organization clone / mirroring has worked successfully!

March 2019 Azure Exam AZ-100 AZ-200 AZ-300 Training

Dynamics Edge offers March 2019 Microsoft Azure Certification Training including AZ-100 Exam Training as well as AZ-200 Exam, AZ-300 Exam Training and more.

Azure Exam AZ-300 Training

10300 Azure Solutions Architect – Technologies Certification Exam AZ-300 Bundle

DE 30001 AZ-300T01: Deploying and Configuring Infrastructure

DE 300021 AZ-300T02: Implementing Workloads and Security

DE 30003 AZ-300T03: Understanding Cloud Architect Technology Solutions

DE 30040 AZ-300T04: Creating and Deploying Apps

DE 30005 AZ-300T05: Implementing Authentication and Secure Data

DE 30006 AZ-300T06: Developing for the Cloud

Azure Exam AZ-301 Training

10301 Azure Solutions Architect – Design Certification Exam AZ-301 Bundle

DE 30101 AZ-301T01: Designing for Identity and Security

DE 30102 AZ-301T02: Designing a Data Platform Solution

DE 30103 AZ-301T03: Designing for Deployment, Migration, and Integration

DE 30104 AZ-301T04: Designing an Infrastructure Strategy

Azure Exam AZ-200 Training

10200 Azure Developer – Developing Core Cloud Solutions Certification Exam AZ-200 Bundle

DE 20001 AZ-200T01: Select the Appropriate Azure Technology Development Solution

DE 20002 AZ-200T02: Develop for Azure Storage

DE 20003 AZ-200T03: Develop Azure Platform as a Service Solutions

DE 20004 AZ-200T04: Implement Security in Azure Development Solutions

Azure Exam AZ-201 Training

10201 Azure Developer – Developing Advanced Solutions Certification Exam AZ-201 Bundle

DE 20101 AZ-201T01: Develop for an Azure Cloud Model

DE 20102 AZ-201T02: Implement Azure Development Integration Solutions

DE 20103 AZ-201T03: Develop Azure Cognitive Services, Bot, and IoT Solutions

Azure Exam AZ-100 Training

10100 Azure Administration – Azure Infrastructure & Deployment Certification Exam AZ-100 Bundle

DE 1000111 AZ-100T01: Manage Subscriptions and Resources

DE 1000211 AZ-100T02: Implementing and Managing Storage

DE 100031 AZ-100T03: Deploying and Managing Virtual Machines

DE 10004 AZ-100T04: Configuring and Managing Virtual Networks

DE 10005 AZ-100T05: Manage Identities

Azure Exam AZ-101 Training

10105 Azure Administration – Azure Integration and Security Certification Exam AZ-101 Bundle

DE 101011 AZ-101T01: Migrate Servers to Azure

DE 101021 AZ-101T02: Implementing and Managing Application Services

DE 101031 AZ-101T03: Implement Advanced Virtual Networking

DE 10104 AZ-101T04: Secure Identities

Microsoft 365

Microsoft 365 Exam MS-100 Training

10400 Microsoft 365 Administration – Tenant Management Identity Exam MS-100 Bundle

DE 1000112 MS-100T01: Office 365 Management

DE 10002 MS-100T02: Microsoft 365 Tenant & Service Management

DE 10003 MS-100T03: Microsoft 365 Identity Management

Microsoft 365 Exam MS-101 Training

10401 Microsoft 365 Mobility and Security Certification Exam MS-101 Bundle

DE 10102 MS-101T02: Microsoft 365 Compliance Management

DE 10103 MS-101T03: Microsoft 365 Device Management

DE 10101 MS-101T01: Microsoft 365 Security Management

Microsoft Azure Workshops

Azure Stack Training

40522 Microsoft Cloud Workshop: Azure Stack

Azure Blockchain Training

40523 Microsoft Cloud Workshop: Azure Blockchain

Azure Linux Lift and Shift Training

40524 Microsoft Cloud Workshop: Linux Lift & Shift

Azure Stream Training and Azure Media AI Training

40525 Microsoft Cloud Workshop: Media AI

Azure Cosmos DB Training

20777A: Implementing Microsoft Azure Cosmos DB Solutions

Dynamics 365 CRM Training

Dynamics 365 CRM for Customer Service Training

55260 55260 Microsoft Dynamics 365 for Customer Service

Dynamics 365 CRM for Sales Training

55258 55258 Microsoft Dynamics 365 for Sales

Microsoft Dynamics NAV Certification Exam Preparation Guides Training Springfield Missouri

Assuming that you might be interested in custom Microsoft Dynamics NAV Certification Training in person in Springfield, Missouri, USA, OR live-virtual, live with the instructor training that you can attend anywhere in the USA or anywhere in the world, we’ve got you covered. We also offer in person Dynamics NAV Certification Exam Training in San Jose, California and many locations in the USA – just ask us for details. Want to know how to become a Microsoft Certified Professional, or MCP, in Dynamics NAV or Dynamics Business Central? We’ve got you covered! Call Dynamics Edge now. Understand how to best prepare for MCP certification exams with Microsoft Dynamics NAV Certification Exam Training Preparation Guides.

Click here to check out all of our Dynamics Edge Microsoft Dynamics NAV Certification Training Workshops and Courses as well as Dynamics 365 Business Central Training Courses..

According to this source, Exam MB7-701 Microsoft Dynamics NAV 2013 Core Setup and Finance has been retired.

Exam MB2-713: Microsoft Dynamics CRM 2016 Sales was authored on January 22, 2016 and is still in effect according to this source and as of September 28 2018 is still active, although we recommend the newer exam MB2-717 Dynamics 365 for Sales (although mb2-713 and mb2-717 are on the topic of Dynamics 365 CRM Training rather than Dynamics 365 NAV Training)

 

Exam MB7-701

Published: January 4, 2013
Languages: English, French, German, Spanish, Turkish
Audiences:IT professionals
Technology: Microsoft Dynamics NAV 2013
Credit toward certification: MCP, MCTS
Microsoft Dynamics NAV 2013 Core Setup and Finance
This exam has been retired
For currently available options, please see the Microsoft Certification exam list.
Skills measured
Hide all
Set up the Microsoft Dynamics NAV environment (21%)
Perform user personalization
Customize the ribbon and navigation pane; choose columns on List pages; add and remove a FactBox from the FactBox pane; add and remove FastTabs on pages; customize charts; customize parts on the Role Center page; change the profile and Role Center
Perform basic functions
Use keyboard shortcuts; enter and edit information; add OneNote to a record; add notes and links to records; send pages to Word and Excel; send pages as email attachments; print reports and documents; sort and search information; use FactBoxes; post documents
Configure master data for sales and purchase processes
Add general ledger (G/L) account cards; add chart of accounts pages; add customers and vendors; add item cards
Create and process sales and purchase orders
Create and process purchase orders; receive multiple purchase orders; create purchase invoices by using the Get Receipt Lines function; create sales quotes; convert quotes to sales orders; process sales orders
Preparation resources
How to: Disable or enable personalization
Set up the chart of accounts
How to: Create purchase orders manually
Set up an application (21%)
Manage user rights and profiles
Set up authentication; set up user rights; create permission sets; apply security filters; describe the setup of users and user profiles
Set up number series and trail codes
Set up and assign number series and number series relationships; assign customer numbers in the Sales & Receivables Setup window; set up source codes and reason codes; navigate the audit trail
Set up general journal templates and batches
Describe general journal template fields and batch fields; create general journal templates; open general journal batches from a general journal
Set up posting groups
Set up and assign specific posting groups, including customer, vendor, inventory and bank account posting groups; set up and assign general posting groups; set up and assign value added tax (VAT) posting groups; post and review sales transactions
Set up dimensions
Set up and use dimensions and dimension values; describe dimension combinations, default dimensions, account type default dimensions, default dimension priority, and conflicting default dimensions
Set up and manage document approvals
Set up document approvals; set up the notification system; set up and use a sales document approval system
Preparation resources
Create number series
Set up general journals
How to: Set up dimensions and dimension values
Configure fixed assets (14%)
Set up fixed asset components
Set up fixed asset posting groups; set up depreciation books; set up fixed asset pages; set up main assets and asset components; record open transactions; make duplicate entries; copy fixed assets and fixed asset ledger entries
Set up fixed asset transactions
Describe journals for fixed assets; describe the purchase of fixed assets; calculate and post depreciation; describe write-down and appreciation of fixed assets, fixed asset disposals, correction of entries, documenting and budgeting fixed asset transactions, fixed asset reports, cost-accounting depreciation, indexation, and minor assets
Set up reclassification, maintenance, and insurance of fixed assets
Set up asset transfer; set up partial disposal of an asset; combine assets; set up maintenance information; set up maintenance registration and costs; set up maintenance cost reporting; set up insurance information; assign assets to insurance policies; monitor insurance coverage; update insurance information; describe index insurances
Preparation resources
Set up fixed assets
Maintain fixed assets
Insure fixed assets
Manage finance essentials (24%)
Set up business processes
Set up the general ledger; set up accounting periods; use the G/L account card ribbon; use the chart of accounts page
Set up general journals
Create and post journal entries; create standard journals; process recurring journals; process reversals and corrections
Set up cash management
Set up bank accounts; create customer and vendor accounts; set up cash receipt and payment journals; suggest vendor payments; print and post payables checks; void checks; apply payments; unapply customer and vendor ledger entries; reverse posted journals; describe bank reconciliation
Manage receivables and payables
Set up and process sales and purchase payment discounts; set up and process payment and payment discount tolerances; review posted payment discount tolerances and payment tolerance entries; review customer and vendor statistics; set up and assign reminder terms; create and issue reminders; set up and assign finance charge terms; create and issue finance charge memos; calculate interest on reminders; set up Intrastat journals; prepare Intrastat reports
Manage VAT
Describe VAT calculation types; display VAT amounts in sales and purchase documents; adjust VAT amounts in sales and purchase documents and journals; describe unrealized VAT, VAT statements, and VAT settlement; set up the VAT rate change tool; perform VAT rate conversions
Set up prepayments
Set up general posting groups; set up unrealized VAT for prepayments; set up number series for prepayment documents; set up prepayment percentages for customers and vendors; set up prepayment verification; set up prepayment processing flows; set up and process prepayment sales and purchase orders; correct prepayments
Set up year-end closing processes
Close a fiscal year; transfer income statement account balances; post journals
Preparation resources
Configure finance processes
Manage cash
Walk through: Setting up and invoicing prepayments
Manage advanced finance (20%)
Manage multiple currencies
Set up currency pages and currency exchange rates; set up multiple currencies for customers, vendors, and bank accounts; process sales and purchase documents; process cash receipts; process payments; adjust exchange rates for customers, vendors, and bank accounts; set up and use additional reporting currencies; adjust exchange rates for G/L accounts; display the exchange rate adjustment register
Manage budgets
Set up G/L budgets; set up budget pages; create budgets manually; copy budgets; export and import budgets
Manage cost accounting
Explain a cost accounting workflow; set up cost accounting; describe cost entries, cost budgets, cost allocation, cost accounting history, and reporting
Manage cash flow forecast
Set up and create cash flow forecasts; describe cash flow forecast reporting
Manage financial reporting and analysis
Analyze the chart of accounts; describe account schedules; describe analysis by dimensions; export analysis views to Excel; describe dimension-based reports; combine analysis views with account schedules; describe financial performance charts
Preparation resources
Manage project budgets
Manage cash flow forecasts
Create analysis views and reports
Who should take this exam?
This exam is designed for individuals who plan to use core setup and finance features in Microsoft Dynamics NAV 2013. They typically are sales consultants, implementation consultants, and Microsoft Dynamics NAV 2013 users who are in the finance industries. Candidates should also have a basic knowledge of setup and configuration procedures for Microsoft Dynamics NAV 2013, Microsoft Dynamics NAV 2013 features and functionalities, and accounting rules and practices.

*******************************

Exam MB2-713
Microsoft Dynamics CRM 2016 for Sales Certification Training
Published: January 22, 2016
Languages: English, Chinese (Simplified), French, German, Japanese, Spanish
Audiences:Information workers
Technology: Microsoft Dynamics CRM
Credit toward certification: MCP
Microsoft Dynamics CRM 2016 Sales
$165.00 USD*
Not in United States?
Are you a student?
Schedule exam
Add a retake before you schedule your exam.
Buy an Exam Replay now.
This exam may be available in your country for online proctored delivery. Learn more.
Convince your boss
* Pricing does not reflect any promotional offers or reduced pricing for Microsoft Imagine Academy program members, Microsoft Certified Trainers, and Microsoft Partner Network program members. Pricing is subject to change without notice. Pricing does not include applicable taxes. Please confirm exact pricing with the exam provider before registering to take an exam.

Effective May 1, 2017, the existing cancellation policy will be replaced in its entirety with the following policy: Cancelling or rescheduling your exam within 5 business days of your registered exam time is subject to a fee. Failing to show up for your exam appointment or not rescheduling or cancelling your appointment at least 24 hours prior to your scheduled appointment forfeits your entire exam fee.
Skills measured
This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. View video tutorials about the variety of question types on Microsoft exams.
Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.
Do you have feedback about the relevance of the skills measured on this exam? Please send Microsoft your comments. All feedback will be reviewed and incorporated as appropriate while still maintaining the validity and reliability of the certification process. Note that Microsoft will not respond directly to your feedback. We appreciate your input in ensuring the quality of the Microsoft Certification program.
If you have concerns about specific questions on this exam, please submit an exam challenge.
If you have other questions or feedback about Microsoft Certification exams or about the certification program, registration, or promotions, please contact your Regional Service Center.
Hide all
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

Dynamics 365 Customer Experience Management Training

Dynamics Edge offers the following Microsoft Dynamics 365 training offerings related to Dynamics 365 Customer Experience Management.


Course 81057: Dynamics 365 Customer Service Workshop (CRM) MB2-718

Microsoft Dynamics 365 Customer Experience Management Training Dynamics Edge
Choose Dynamics Edge for custom quality Microsoft Dynamics 365 Customer Experience Management Training

The corresponding exam is MB2-718 exam and the course 81057 helps you prepare for exam MB2-718.

Exam MB2-718: Microsoft Dynamics 365 for Customer Service

Implement Voice of the Customer Surveys and Service Management Analysis (15% – 20%)
Manage and create cases, knowledge base, configure and install Microsoft Dynamics CRM Server which the training 81057 helps you prepare for.
Manage Entitlements, Queues and Service Level Agreements (SLAs) (20% – 25%)
Managing Cases, the Interactive Service Hub, and the Knowledge Base (25% – 30%)
Manage Interactive Services Hub and Dynamics Field Service (15% – 20%)
Manage the Unified Service Desk experience (USD) (15% – 20%)

Microsoft Dynamics 365 CRM MSCA Certification Training

You should pass these exams / take the following Dynamics 365 CRM MCSA certification training courses to prepare for these exams, in order to get the Dynamics 365 CRM MCSA (use the following Dynamics Edge Dynamics 365 Certification Exam Training to prepare)



Exam MB2-715 / Dynamics Edge Course 822715
Microsoft Dynamics 365 customer engagement Online Deployment



Exam MB2-716 / Dynamics Edge Course 822715
Microsoft Dynamics 365 Customization and Configuration

Microsoft Dynamics 365 CRM MCSA Certification Training Dynamics Edge MB2-715 Exam MB2-716

 

Course 822715
MCSA for Microsoft Dynamics 365 MCSA Certification Workshop MB2-715 MB2-716
Course Description
The Dynamics 365 MCSA Track consist of two courses, two certifications exams and three badges (MB2-715) (MB2-716) and MCSA for Dynamics 365.

This instructor-led, hands on course is intended for those who wish to get Dynamics 365 MCSA certification (Microsoft Dynamics Customization and Configuration MB2-716 and also the Microsoft Dynamics 365 Customer Engagement Online Deployment MB2-715 exams are needed to get this MCSA).

Who should Attend this Dynamics 365 CRM Training or Dynamics 365 CRM MCSA Training:
This course is intended for experienced customizers as well as intermediate customizers of Microsoft Dynamics CRM who are at least somewhat familiar with the principles of Dynamics 365 CRM for end users and customer experience management. Skills in programming or coding are not necessarily a prerequisite. A basic understanding of database principles especially SQL related (but general will be fine) could be helpful though.

Technical support technicians, system administrators and implementation consultants are a good target audience for this course. A working knowledge of Dynamics 365 (CRM) functionality and features, as well as a working knowledge of implementation, data structures and development could also all be very helpful.

This 5 day instructor led Dynamics CRM 365 MCSA Training course helps prepares you for the MB2-716 Dynamics 365 Customization and Configuration and the MB2-715 Microsoft Dynamics 365 Customer Engagement Online Deployment exams simultaneously.

At completion of this course, students should know the following:

Configure, design and create andrelationships between entities.
Configure and Create Forms, Charts and Views for custom entities and system entities.
Implement Access Team Templates and Field Security in Microsoft Dynamics 365 CRM.
Configure, create and design solutions in Microsoft Dynamics 365 CRM.
Configure and create solutions in Microsoft Dynamics 365 CRM
Implementing unmanaged and managed Solutions.
Implement and design strategies for the creation of Security Roles and Business Units.
Configure Microsoft Dynamics CRM Teams and Users.
Design and Plan Dynamics CRM organizational enterprise strategy.
Know and understand, and be able to describe how to configure as well as customize the Microsoft Dynamics 365 CRM system.
Configure and Create fields for both custom and system entities.
Configure and create custom entities, including activity entities and standard entities.

This two-day instructor-led workshop provides students who maintain and administer Dynamics 365 / CRM or Customer Engagement plans the skills and knowledge to manage and deploy the Dynamics 365 (CRM) infrastructure in the Microsoft cloud. Also, those who extend Dynamics 365 (CRM) and develop applications might find this course useful.

Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment

Corresponding Exam: MB2-716 Microsoft Dynamics 365 Customization and Configuration

This is a truly combined Dynamics 365 bootcamp bundle training set, which is including two courses that do prepare you for both of the Dynamics 365 MCSA certification badge exams: exam MB2-715 and exam MB2-716 for Microsoft Dynamics 365 Certifications, both of which end up leading to you obtaining the Dynamics 365 MCSA Badge for certification. Suppose there is a reason you would instead desire to attend these two courses separately, if so, check out our separate offerings:

Course 822716 – Dynamics CRM Training for Exam MB2-716: Microsoft Dynamics 365 Customization and Configuration
Course 816713 – for Exam MB2-715: Microsoft Dynamics 365 Customer Engagement Online Deployment – Dynamics CRM Training

Microsoft Dynamics CRM 365 System Administrator Training Exam MB2-715

Dynamics Edge offers Microsoft Dynamics CRM System Administrator Training. You should click on the image below to find out more about our Dynamics 365 Training offerings.


Microsoft Dynamics CRM 365 System Administrator Training Dynamics Edge
Microsoft Dynamics CRM 365 System Administrator Training Dynamics Edge

  • Dynamics CRM 365 System Administrator Training
  • Dynamics 365 CRM System Administrator Training
  • Dynamics 365 for Sales  System Administrator Training
  • Dynamics 365 for Customer Engagement System Administrator Training
  • Dynamics 365 System Administrator Training

One of the best courses is Dynamics Edge Course 816713 – Dynamics CRM System Administrator Training – Microsoft Dynamics 365 Customer Engagement Online Deployment (CRM) while preparing for Exam MB2-715 

More information about Course 816713
Microsoft Dynamics 365 Customer Engagement Online Deployment (CRM) MB2-715

Course Description

This course, 816713, helps to prepare you for Microsoft Exam MB2-715: Microsoft Dynamics 365 customer engagement Online Deployment. This course 816713 by Dynamics Edge is the first part of from a series of 2 courses, this particular course is Course 816713 and the other Dynamics Edge course which we also offer in a separate distinct course, is Course 822716. Both of these Dynamics Edge courses indeed help you prepare for exams MB2-715 and MB2-716 together. This course 816713 only, is helping you to prepare for Exam MB2-715 only in this case. Use this link now to access COURSE 822715, which consists of courses 816713 and 822716 combined as one MCSA Dynamics 365 Training Bundle Course to prepare for both exams MB2-715 and MB2-716 at the same time, and also you can get the Dynamics 365 MCSA Badge when you pass both of these exams!

This Dynamics CRM System Administrator Course 816713 (corresponding Exam MB2-715 training prep course) is a two-day instructor-led workshop that provides students who maintain and administer Dynamics 365 / CRM or Customer Engagement plans, with the skills and knowledge to manage and deploy the Dynamics 365 (CRM) infrastructure platform. People who extend Dynamics 365 CRM and develop applications for Dynamics CRM might also find this course useful.

Corresponding exam: MB2-715 Microsoft Dynamics 365 customer engagement Online Deployment

Who is the best audience for this course?

The truth is, that the primary audience for this course 816713 are system administrators of Dynamics CRM, as well as individuals who administer and maintain Dynamics 365 (CRM). These individuals are the ones who actually perform maintenance and administration as part of their primary area of responsibility, or are deeply involved in environments where Dynamics CRM System Administration plays a key role in the organization.

The secondary audiences for this Dynamics CRM Training course are individuals who are Power Users of Dynamics 365 CRM software. As this class will help support & manage the base of users in the enterprise or organization.

After you finish this workshop, you should be able to understand and/or be able to do the following:

  • Integration with other Microsoft Online Business Solutions
  • Managing and Administering Microsoft Dynamics 365 Apps
  • Microsoft Dynamics 365 integration with Microsoft Outlook
  • Manage and Administer Microsoft Dynamics 365 Instances
  • Administer Microsoft Dynamics 365 Subscriptions
  • Administer Microsoft Dynamics 365 Updates
  • Administer, Manage and Configure Mobile Devices
  • Be Prepared to Take Microsoft Dynamics 365 customer engagement Online Deployment Exam MB2-715

816713 Course Outline

Module 1: Getting Started with Microsoft Dynamics 365

Lessons

  • Dynamics 365 Online Customer Engagement (Dynamics 365 CRM) System Administration Overview
  • Understand Office 365 Tenant for Dynamics 365 CRM (Customer Engagement) and the System Administration deployment panel.

Module 2: How to Manage Microsoft Dynamics 365 Subscriptions

Lessons

  • Microsoft Online services administrative roles
  • Sign-up for a subscription, Administer and Manage users
  • User account synchronization in Dynamics cRM 365

Module 3: Manage Microsoft Dynamics 365 Instances

Lessons

  • Office 365 Underlying Tenant
  • Manage storage, and manage administrative email notifications
  • Overview of instances
  • Administer instances

Module 4: Managing Microsoft Dynamics 365 Upgrades

Lessons

  • Approve Updates to Dynamics 365
  • Dynamics 365 Update Policy

Module 5: Integration with other Microsoft Online Business

Lessons

  • Office 365 Groups
  • Skype for Business
  • Yammer
  • Delve
  • Microsoft Exchange
  • Microsoft Social Engagement
  • Microsoft OneNote
  • Microsoft SharePoint
  • Microsoft OneDrive

Module 6: Managing Microsoft Dynamics 365 Apps

Lessons

  • App Designer
  • Overview of PowerApps
  • Introduction to App Modules
  • Site Map Designer
  • Getting more apps from AppSource

Module 7: Microsoft Dynamics 365 integration with Microsoft Outlook

Lessons

  • Configure Microsoft Dynamics 365 for Outlook
  • Synchronized fields
  • Leverage Dynamics 365 App for Outlook
  • Overview of Microsoft Dynamics 365 for Outlook

Module 8: Configure and Manage Mobile Devices

Lessons

  • Managing, deploying and administering apps for mobile devices
  • Configuring entities for mobile, and administering them.

Module 9: Review

Lessons

  • Microsoft Dynamics 365 customer engagement Online Deployment – Microsoft Exam MB2-715 Training
  • Managing Microsoft Dynamics 365 Apps
  • Manage Microsoft Dynamics 365 Subscriptions
  • Manage Microsoft Dynamics 365 Instances
  • Managing Microsoft Dynamics 365 Updates
  • Integration with other Microsoft Online Business Solutions
  • Microsoft Dynamics 365 integration with Microsoft Outlook
  • Configure and Manage Mobile Devices

Prerequisites

This course requires that you meet the following prerequisites:

  • You should have basic computer entry skills, such as ability to use Microsoft Word or similar program.

Dynamics CRM 365 Online Backup Training Dynamics Edge

Microsoft Dynamics 365 CRM online backup training is offered now by Dynamics Edge.

Microsoft Dynamics CRM 365 Online Backup Training Dynamics Edge
Microsoft Dynamics CRM 365 Online Backup Training Dynamics Edge

What is a Dynamics CRM 365 online backup anyway? Well, in Dynamics 365, the online backups are done through the Dynamics 365 Administration Center. If you are not sure even how to get to this portal, you should definitely take our Dynamics CRM Training courses. Even if you know how to, you may still benefit from some quality instruction.

Microsoft Dynamics CRM Administration Center Online Backup Training
Microsoft Dynamics CRM Administration Center Online Backup Training

Interestingly, if you want a SQL server copy of the underlying database from Microsoft – that is, one you can import into your on-premise 365, not just one that sits in the cloud, it was not supported as of the newer releases of Dynamics 365, and still is not supported as of July 19, 2018. Microsoft does not officially support this since there are lots of features that only exist in Dynamics 365 CRM (Customer Engagement) online version only. However, if the feature becomes available in future, Microsoft should notify you, and we’ll go over this and other questions like this of yours in our Dynamics CRM training courses!

Dynamics CRM Developer Training Kit

Dynamics Edge offers instruction on the Dynamics CRM Developer Training Kit through Dynamics Edge Course 822700
Dynamics 365 CRM Development and Extending (Using Visual Designers and Visual Studio with the C# language)

Microsoft Dynamics CRM Developer Training Kit
Microsoft Dynamics CRM Developer Training Kit

If IT professionals want to know the truth, Dynamics CRM 2016, CRM 2015, CRM 2013 or CRM 2011 have now moved to a new cloud based solution called Dynamics 365 CRM. The Dynamics CRM Developer Training Kit, or Dynamics CRM Developer Toolkit (Dynamics 365 SDK), while the core has been maintained for the most part, has also significantly changed in recent versions.

Focused on Microsoft Dynamics 365 Software (SDK) Kit, an attendee in this course should acquire the skills necessary to secure, validate, and build your Dynamics 365 CRM environment. Review and reinforce your skills with hands on Dynamics Edge labs that show attendees the Microsoft Dynamics 365 C# and Javascript development paradigms through examples and hands on practice. Want a solid foundation needed to extend Microsoft Dynamics 365 CRM? This course is for you.

Dynamics CRM End User Training Course 816705 for Exam MB2-717

Quality Microsoft Dynamics CRM End User Training by Dynamics Edge includes our Course 816705, which also helps you prepare for Exam MB2-717. Dynamics 365 (CRM) end user training is very important for your Microsoft Dynamics Customer Relationship Management (CRM) enterprise because you have your sales staff bringing the day to day victories to your organization. Acquire the Microsoft Dynamics training you desire when you choose Dynamics Edge. More than just a basic CRM email run-through course, Dynamics Edge’s Dynamics CRM End User Course 816705 can help you from the front end of the sales cycle to the whole CRM sales pipeline flow. Dynamics CRM 365 end user training is so important because many strong enterprises often overlook the huge importance of having many skilled Microsoft Dynamics CRM users working together to bring power to the organization. It’s your end users that close those leads, open those opportunities, secure those deals and win those victories.

Microsoft Dynamics CRM End User Training Dynamics Edge
Microsoft Dynamics CRM End User Training Dynamics Edge

Dynamics CRM End User Training Course- Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717
Course 816705
Dynamics 365 Sales & Sales Apps Workshop (CRM) MB2-717
Course Description
This one day workshop provides Sales People, Managers and Business Analysts the skills to manage a salesforce and increase sales using the Sales module and Sales App in Microsoft Dynamics 365 (CRM 2016).

Learn how to customize, deploy, use and manage the Microsoft Dynamics 365 CRM applications and services. In this Dynamics CRM End User Workshop, we’ll work with Dynamics 365 CRM in order to establish a Lead Qualification, Account Creation, Contact Management, Sales Process, and more. Learn converting from Opportunity to Product, Quote, Order and Invoice. In this CRM End User Training class we will discuss the Dynamics 365 CRM Sales Automation tools including:

  • Relationship Assistant
  • Relationship Insights
  • Email Engagement
  • Sales App
  • Sales Hub

Also, in addition to all of this, in this Dynamics CRM Training we will look at LinkedIn Sales Navigator and InsideView for generation of leads.

We offer Dynamics 365 CRM Sales and Sales App Live Virtual training (VILT), instructor-led training (ILT), or custom Dynamics 365 end-user training – call us for a custom class if you are interested.

Corresponding exam: MB2-717: Microsoft Dynamics 365 for Sales

Who should Attend:
The Primary audience for this workshop is Sales People, Managers and Business Analysts and anyone involved in Lead Generation.

The best, effective and successful Dynamics CRM end user class on Microsoft Dynamics CRM is one key component to success in the enterprise.
After finishing this workshop, students will be able to understand and/or be able to:
Setup Dynamics 365 for Sales for your organization
Choose the feature and functions that will benefit your organization
Work with The Sales and Sales Hub apps
Microsoft Dynamics 365 End User Training for Your ERP and CRM Systems
Keep track of customers
Manage the sales process
Create a marketing campaign
Exam MB2-717 Training
Create and manage goals
Import and export data
Use Mobile Devices for Sales
Well-planned Microsoft Dynamics CRM 365 for Sales end user training
Get better sales performance, intelligence and results!
Course Outline
Module 1: Dynamics 365 CRM for Sales Management
Lessons

An overview of Dynamics 365 Microsoft’s Customer Relationship Management (CRM) software.
Upgrading from Salesforce or a prior version of Dynamics CRM
Dynamics CRM and the alignment of licenses to Dynamics 365
The Sales Apps that are available for Dynamics 365: Browser, Tablet, Phones, Sales App, Outlook Client
Navigation and using the feature of Dynamics 365for sales
Easy task to get started: Importing leads, contacts, tracking a phone call or email
Module 2: Planning how your organization will use Dynamics 365
Lessons

Adjust the features and function to match your organization’s specific needs.
Learn the choices available to you
Choose features to enable Dynamics 365 for your specific company’s needs.
Work with and re-design the sales process and related entities:
Leads
Accounts
Contacts
Opportunities
Products (Product Line Items)
Quotes
Orders
Invoices
Importing your contacts or leads to start
Module 3: Selling with Dynamics 365 Sales Apps and Sales Hub
Lessons

Working with the Sales modules of D365 (CRM)
Example of how companies are using D365 (CRM)
The default sales (three step) process
Example of four and five step lead qualification processes
Dynamics 365 for Sales standard sales process
Taking sales from leads to orders
How to create and edit a lead
Lead Qualification and converting leads
Why retain closed leads
How to and why Reopen a lead
Creating an opportunity
Close an opportunity and next step
Create or edit a quote
Create or edit an order
Create or edit an invoice
Module 4: Setting up Sales Management for your organization
Lessons

Matching your sales style to the Dynamics 365 platform
Features and functions to support a sales organization
Features you can use to track sales
Focusing your organization on sales activities
Module 5: Additional Sales Components
Lessons

Sales Connections and Associations
Sales Literature
Tracking Competitors
Module 6: Managing Sales Opportunities
Lessons

Qualified Leads
Creating Customer Quotes
Closing Opportunities
Module 7: Working with the Product Catalog
Lessons

Products
Price List
Unit of Sales
Discount Price List
Linking to a Products in an accounting system
Module 8: Sales Administration
Lessons

Mapping Sales Processes to Business Flows
Tracking your sales efforts with activities
Module 9 Dynamics 365 for Marketing
Lessons

Use Activities to track your efforts and customer
Planned Marketing Campaigns with budgets and activities
Create a marketing list
Add assets to a campaign
Create or edit a campaign
Add an activity to a campaign
Track a marketing campaign response
Use Sales Hub on mobile
Marketing Campaigns without budgets and tracking
Using Quick Campaigns for direct marketing
Creating a quick campaign
Module 10: Monitoring Sales progress with Sales Analysis
Creating and Using Charts
Creating Dashboards
Standard Templates by sales role
Module 11: Working with Sales Metrics and Goals
Establishing Sales Goals
Sales Metrics
Tracking Sales Progress
Module 12: Reporting and Power BI
Reports and printing
Run a report
Add or edit Power BI visualizations on your dashboard
Module 13: Artificial Intelligence (AI) for Salesforce Automation
Relationship Assistant
Sales App,
Email Engagement
Relationship Insights
Module 14: Workshop Review
Sales Apps that are available for Dynamics 365
Planning how your organization will use Dynamics 365
Selling with Dynamics 365 Sales Apps and Sales Hub
Setting up Sales Management for your organization
Additional Sales Components
Managing Sales Opportunities
Working with the Product Catalog
Sales Administration
Dynamics 365 for Marketing
Monitoring progress with Sales Analysis
Working with Sales Metrics and Goals
Reporting and Power BI
Artificial Intelligence (AI) for Salesforce Automation
Preparing for the Microsoft Dynamics 365 for Sales Exam MB2-717
Prerequisites
This course requires that you meet the following prerequisites:

Basic computer entry skills, such as MS Word

For additional information about Microsoft Dynamics CRM End User Training Call us or use this link