Welcome in Dynamics World: Part-1

I’m glad you are visiting my blog series. 

I am writing this series for new beginner who have never
worked in Dynamics CRM and now want to switch or start their carrier in CRM world.

Dynamics CRM version history: -

• Microsoft Dynamics CRM 1.0 (2003)
• Microsoft’s CRM 1.2 was released in December 
• In 2005, CRM 3.0 was released (there is no 2.0…) 
• In December 2007, Microsoft delivered Microsoft Dynamics CRM 4.0; code-named “Titan”
• In February 2011, Microsoft released Microsoft Dynamics CRM 2011 
• Dynamics CRM 2013 was released in November 2013
• Dynamics CRM 2015 was announced in September 2014
• Microsoft Dynamics CRM 2016 was officially released on November 30, 2015
• Microsoft Dynamics 365 was officially released on December 2016
• Soon new version will be released named 2017.

More details you can find in below links.

Link1 Link2

Types of Dynamics CRM: -

1. Online version (Hosted on Microsoft cloud)

CRM Online hosted by Microsoft will give you access to the latest features

2. On-Premise

Traditional model is where CRM is hosted by your company.

3. On-Premise (Partner Hosted)

It as on-premise where you don't have to worry too much about the hardware.

Modules in Microsoft Dynamics 365: -

· Dynamics 365 for Sales
· Dynamics 365 for Marketing
· Dynamics 365 for Customer Service
· Dynamics 365 for Field Service
· Dynamics 365 for Project Service Automation
· Dynamics 365 for Finance and Operations
· Dynamics 365 for Retail
· Dynamics 365 for Talent.
· Dynamics Portals

There are two aspects of starting carrier in Dynamics CRM.

1. Functional Role

2. Technical as developer or administrator

I will more focus on technical aspects but also give way to start functional role also.

Now let’s start the journey.

First step is you needs to create trial version of Dynamics CRM. Link is given below.
Create Trial

Start with Customer service module with System administrator role.

Functional Role: -

To start your carrier as functional person in dynamics CRM, you need to know some basic concept of business analyst like.

• Facilitate workshops to develop business requirements; create demonstrations to provide proof of concept; plan and assist the team in drafting statements of work to include estimation of effort/cost
• Perform requirements gathering, Business Process Analysis
• Understand customer requirements and advise project team on highly specialized, complex solutions architecture and implementation

It will be better if you have some knowledge of any domain like (BPO, Insurance, Banking, Retail etc.)

Deliverable for Functional role: -

• Need to know process of some module (sales, service, marketing)
• Need to know terminology used in Dynamics 365 like entity, activity, records, view, security role, dashboard, fetch, entity form, workflow, sitemap, ribbon, solution, option set, plugin etc.
• Need to learn about Business process flow, Business rule, Advance find.
• You should also know some extend of configuration like

           o Business process flow

           o Business rule

           o Email configuration

           o System workflow

           o Field creation

           o Form UI configuration

As a beginner, you should read below link
About CRM

In next blog I am starting with technical role. Part 2