Microsoft Dynamics CRM and DEVOPS 2017-11-17T09:54:06+00:00

Microsoft Dynamics CRM and DEVOPS

Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces.



What you learn?

The only Microsoft Dynamics CRM and DEVOPS training program where you get in-depth knowledge of all the 33 modules of Microsoft Dynamics CRM and DEVOPS with practical hands-on exposure.

Windows Server Administration 2012

Windows Server Administration is an advanced computer networking.

  • Employing Administration Tools
    1. Managing the server
    2. Installing roles with server manager
    3. Configuring functionality with Powershell
  • Enabling Remote Administration
    1. Identifying barriers to remote management
    2. Employing group policies to overcome issues
    3. Implementing windows remote management
    4. Tuning the windows firewall
    5. Making use of server manager groups.
  • Administering with Powershell
    1. Reviewing the features & benefits of server core
    2. Preparing for a production environment
    3. Administering the core remotely
    4. Determining the most effective scenario for deployment

Securing Windows Server 2012 R2

Improve Windows Server 2012 R2 security by learning about available features, plus free tool recommendations to minimize security threats.

  • Defining Security Components
    1. Analysing role based security
    2. Testing dynamic access control
    3. Safeguarding the server with the windows firewall
  • Building Security Policies
    1. Documenting server security
    2. Composing optimal group policies
    3. Auditing the server
    4. Diagnosing security issues
    5. Creating an audit trail
    6. Filtering the security log

Optimising Server Performance

Performance is very important in physical servers that share multiple VM’s, so monitoring and optimising virtual host servers should be routine.

  • Assessing Work Loads
    1. Balancing applications and server roles
    2. Evaluating software & hardware components
    3. Reconfiguring the operating system
  • Monitoring Server Performance
    1. Analysing system behaviour with resource monitor
    2. Establishing baselines with performance monitor
    3. Designing data collector sets
  • Detecting & Resolving Performance Concerns
    1. Identifying performance monitor counters
    2. Solving the challenge of memory leaks
    3. Exploring the effect of services on server performance

Troubleshooting Windows Server 2012 R2

Troubleshooting Windows Server 2012 R2 Crashes. Analysis of Dump Files & Options.

  • Recovering From Boot Process Failures
    1. Breaking down the pre-windows boot process
    2. Appraising the windows load sequence
  • Selecting the Appropriate Recovery Environments
    1. Booting to the recovery console
    2. Leveraging WinREto correct the problem
  • Repairing Key Windows Components
    1. Maintaining a stable registry
    2. Managing service accounts & privileges
    3. Identifying faulty drivers
    4. Solving network issues
  • Extracting Information From The Event Viewer
    1. Collecting events from remote servers
    2. Attaching subscriptions to selected events

Implementing a High-Availability Environment

In computing, the term availability is used to describe the period of time when a service is available, as well as the time required by a system to respond to a request made by a user.

  • Windows In The Cloud
    1. Preparing windows features to the cloud
    2. Producing a disaster recovery plan
    3. Scheduling windows backups
  • Clustering Windows Servers
    1. Meeting failover clustering components
    2. Recognising the role of Quorums
  • Virtualising Servers
    1. Increasing scalability potential with Hyper-v
    2. Speeding up recovery with replicas
    3. Maintaining high availability with live migration


The Sales Cloud is a secure cloud based CRM system that can help every part of your business get a 360 degree view of your customer.

  • Leads
  • Opportunities
  • Accounts
  • Contacts
  • Competitors
  • Products
  • Quotes, Orders and Invoices
  • Goal


CRM is a business process in which client relationships, customer loyalty and brand value are built through marketing strategies and activities.

  • Marketing Lists
  • Campaigns
  • Sales Literature
  • Quick Campaigns


Customer Service module, which allows you to manage and track customer Services.

  • Service Calendar
  • Case Management
  • Knowledge Base
  • Contracts service activity in your organisation.


Business Administration. Learn how business units, users, teams, and specific security roles can help you create a secure Dynamics 365 platform

  • Creating and managing Business Units, Users & Teams
  • Privileges, Access Levels and Security Roles
  • Creating and managing Security Roles
  • Auto Numbering and System Settings
  • Installing MUI Language Packs

Settings & Configuration

CRM Settings in the CRM console allows you to create custom event types, configuring your logo, company information, configure outgoing server, etc.

  • Business Management
  • Sites, Sales Territories, Facilities and Resource Groups
  • Working with Multi Currency
  • System Queues and Custom Queues
  • Services and Business Closures
  • Fiscal Year Settings and Quotas
  • Subjects
  • Connections
  • Template Management (Email)
  • Mail Merge

Data Management

Microsoft has designed several ways for administrators and users to manipulate data to keep it clean, accurate and up-to date.

  • Duplication Detection Settings, Rules and Jobs
  • Bulk Record Deletion
  • Data Maps and Imports
  • Product Catalog
  • Understanding the Product Catalog
  • Unit Groups
  • Adding Products
  • Creating Price Lists
  • Creating Discount Lists
  • Using Deployment Manager
  • Redeploying Dynamics CRM

Entity Customisation

Customising entities includes adding fields to entities, changing the schema and creating custom entities.

  • Basic Form Customizations
  • Basic UI Customization Capabilities
  • Form Customization–Working with Tabs, Sections, Fields and IFrames
  • Introduction to Application Event Programming
  • Using Form and Field Events

MS CRM Entity Model

Entities form a vital piece of the Microsoft Dynamics CRM framework. Essentially, entities are used to model and manage business data. Some common entities that most Dynamics CRM users are familiar with are Account, Case, Campaign, Contact, Lead, and Opportunity.

  • Customization Concepts – Entity Types and Attributes
  • Creating Custom Entities and Attributes

Relationships, Views and Advanced Views

In Microsoft Dynamics 365, you can create and view the relationships between records for many entities using Connect.

  • Types of Relationships
  • Relationship Behaviors
  • Creating Entity Relationships
  • Entity Mapping

Views and Advanced Views

Learn about customising views in Microsoft Dynamics CRM.

  • Public, Personal and System Views
  • View Customisations – Common Tasks
  • Advanced Views Customisations

Form Scripting

Use form programming for additional validation of data that is unique to your organisation.

  • Client side scripting using Java Script
  • Working with I Frames
  • Working with Web Resources
  • Report Wizard, Scheduling and Exporting Reports
  • Working with Dash Boards

Processes (Workflows& Dialogs)

Both workflows and dialogs fall into the category of “Processes” in MSCRM because they are technologies that are designed to support and automate business processes.

  • Overview of Workflow
  • Creating Workflows steps through Workflow Designer
  • Overview of Dialogs
  • Creating Dialog Pages, Prompt and Response
  • Working with Input Parameters in Dialogs

Ribbon Customisations

As the ribbon is contextual throughout the CRM user interface, each CRM entity has its own “ribbon definition”. The ribbon definition is stored within CRM as XML and can be exported in a Solution file and edited to add, remove, or modify the contents of the entity’s ribbon.

  • Creating & Hiding Ribbon Elements
  • Enabling & Disabling Ribbon Elements
  • Working with Site Maps


A managed solution is a finalised solution that can be distributed and installed. They are created by exporting an unmanaged solution by setting restrictions to prevent any further customisations.

  • Managed & Unmanaged Solutions
  • Importing & Exporting Solutions

Advanced Client Side Scripting

Client Side Scripting. Client Side Script Applications refers to those programs that run on the Web client (browser), after or during loading Web pages. Client Side Script programming languages are those languages that allow writing of such applications.

  • Working with ODATA
  • Working with REST
  • Working with SOAP

CRM Web Services

CRM provides two important web services that are used to access CRM from an external application and invoke web methods to perform common business data operations such as create, delete, update, and find in CRM.

  • Introduction to Web Services
  • Query Expression & Query Attribute
  • Request & Response


Plugin code can be triggered to run when a record is created or updated or perhaps even when a group of records are queried.

  • The Event Execution Pipeline
  • IPluginExecutionContext Interface
  • Developing Plugins
  • Deploying Plugins
  • Debugging Plugins

Custom Workflows

After you have created an assembly that contains one or more custom workflow activities, you register this assembly with Microsoft Dynamics 365. The custom workflow activity can then be incorporated into a workflow or dialog in the Process form in Microsoft Dynamics 365.

  • Developing Custom Workflow Activities
  • Deploying Custom Workflow Activities
  • Debugging Custom Workflow Activities

Introduction to Devops

DevOps is a software engineering practice that aims at unifying software development and software operation.

  • History of DevOps
  • Dev and Ops
  • DevOps definitions
  • DevOps and Software Development Life Cycle
  • DevOps main objectives
  • Infrastructure As A Code
  • IaaS Overview
  • Paas Overview
  • DevOps on the Cloud
  • Prerequisites for DevOps
  • Introduction to Linux
  • Basics of UNIX and Linux Operating Systems
  • Linux System administration introduction
  • Tools (Jenkins, Chef, Docker, Vagrant and so on.)
  • Continuous Testing and Integration
  • Continuous Release and Deployment
  • Continuous Application Monitoring

Cloud computing & Virtualisation

Cloud computing is the delivery of shared computing resources, software or data as a service and on-demand through the Internet. Most of the confusion occurs because virtualisation and cloud computing work together to provide different types of services, as is the case with private clouds.

  • History and evolution of cloud
  • Cloud computing concepts
  • Grid Computing vs. Cloud Computing
  • Characteristics and Benefits of Cloud
  • Cloud service models (NIST)
  • IaaS, PaaS and SaaS
  • Cloud service model implementations
  • Cloud Deployment Models (NIST)
  • Virtualisation
  • Virtual Machines
  • Virtual bootable OS Images
  • Cloud Storage
  • SOA and Cloud
  • Virtual Private Cloud (VPC)
  • Risk in Cloud and DevOps security concerns
  • Introduction to AWS and AZURE

Devops adoption

Implementing DevOps practices can significantly accelerate software releases while still assuring applications meet quality objectives.

  • IT Assets Ownership
  • Viewing Applications As Products, not Projects
  • DevOps in the Enterprise
  • IT Governance
  • Governance and Risk Mitigation
  • DevOps Adoption Steps
  • Select DevOps Techniques and Practices
  • Service Quality Metrics
  • The Choice of Cloud Platform
  • IaaS for DevOps
  • PaaS for DevOps
  • Containerization Tools
  • System Configuration Automation and Management
  • Continuous Integration (CI) Systems
  • Build and Dependency Management Systems
  • Select DevOps Tools
  • Collaborative Lifecycle Management Solutions from IBM
  • Rational Team Concert (RTC)
  • Rational Quality Manager (RQM)
  • Rational DOORS Next Generation (DNG)

Devops tools-CHEF

Chef is a configuration management tool for dealing with machine setup on physical servers, virtual machines and in the cloud.

  • Common Chef Terminology (Server, Workstation, Client, Repository etc.)
  • Open Source Chef
  • Servers and Nodes
  • Chef Configuration Concepts
  • Workstation Setup
  • How to configure knife
  • Execute some commands to test connection between knife and workstation
  • Organisation Setup
  • Create organisation
  • Add yourself and node to organisation
  • Test Node Setup
  • Create a server and add to organisation
  • Check node details using knife
  • Databags
  • How to create Databags
  • Add Databags to organisation
  • Node Objects and Search
  • How to Add Run list to Node
  • Check node Details
  • Environments
  • How to create Environments
  • Add servers to environments
  • Roles
  • Create roles
  • Add Roles to organisation
  • Advanced Chef
  • What is food critic and TestKitchen
  • Improve and expand on the existing recipes
  • One-click system launching


Puppet is an open-source software configuration management tool. It runs on many Unix-like systems as well as on Microsoft Windows, and includes its own declarative language to describe system configuration.

  • Introduction to Puppet
  • Installation and Configuration of Master server and agents
  • Managing Manifests
  • Creating and Managing modules
  • Version control with Puppet


Vagrant is another tool to help your organisation transition to a DevOps culture.

  • What is Vagrant
  • Uses of Vagrant in an environment
  • How to install Vagrant in Windows and Linux
  • Configure Vagrant
  • How to use Vagrant to create small virtual
  • Add required Images to Vagrant
  • Using Vagrant in Chef for Testing

Source code Management

Code development and review, source code management tools, code merging. Build continuous integration tools, build status. Test continuous testing tools that provide feedback on business risks.

  • What is a version control system?
  • What is a distributed version control system?
  • Installation
  • Different levels of Git configuration
  • The process of staging and committing
  • The details of the commit objects
  • Nexus prerequisites
  • Installing and Running Nexus
  • Using the Nexus User Interface

Continuous Integration: INTRODUCTION TO JENKINS-CI

Jenkins is a Continuous Integration (CI) server or tool which is written in java. It provides Continuous Integration services for software development, which can be started via command line or web application server.

  • Continuous Integration with Jenkins Overview
  • Installation
  • Configure Jenkins as stand-alone application
  • Configure Jenkins on an Application Server
  • Jenkins management
  • Support for the Git version control systems
  • Different types of Jenkins Jobs
  • Setting up a Jenkins job
  • Scheduling build Jobs
  • Maven Build Scripts
  • Securing Jenkins
  • Jenkins Plugin
  • Distributed builds with Jenkins
  • Best Practices for Jenkins

Devops Monitoring

Continuous Monitoring: The Role of DevOps and APM. Improves collaboration between developers and operations specialists by using shared DevOps tools.

  • How to monitor the Servers in Nagios
  • Trigger Alerts in Nagios
  • How to apply blackouts and remove blackouts
  • How to monitor the Servers in Zenoss
  • Trigger Alerts in Zenoss
  • How to apply blackouts and remove blackouts
  • How to check events; CPU, Memory and RAM Graphs for servers

Devops Application Architecture

The ideal architecture to support small, incremental application improvements at speed a goal of DevOps is one that breaks the application into many loosely coupled components.

  • Web Forms
  • User Controls
  • Shared UI Code
  • Business Logic

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