Description

Duration

3 Days

18 CPD hours

This course is intended for

Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations.

Overview

Configure the Dynamics CRM settingsConfigure different entities and fieldsImplement entity relationships, custom actions, workflows, and dialogsIdentify scenarios for utilizing multiple forms, and design considerations for chartsSet default share views and public views, and configure and manage dashboardsIdentify role-based business processesIdentify and manage business requirements and teams

This course explains everything you need to know about customizing and configuring the Dynamics CRM 365 system in accordance with a company?s specific requirements.

Introduction to Customization and Configuring Dynamics CRM

Talent and Course Introduction

Module Overview

CRM Overview

What is Dynamics Customization and Configuration?

CRM Architecture

Customization Methodology

Module review

Obtaining a Dynamics CRM Trial

TEST YOUR KNOWLEDGE MODULE 1'

Manage Microsoft Dynamics CRM Online Subscriptions

Module Overview

Configuring CRM

Overview of CRM Security

User Administration

Mailboxes

Teams

CRM Security Model

Module Overview

Purpose of the CCRM Security Model

Privileges

Access Levels

Security Roles

Hierarchy Security

Hierarchy Types

Module review

Introduction to Solutions

Module Overview

Solutions Overview

Solution Detail

Creating and Working with Solutions Working with Solution Assets

Exporting Solutions

Importing Solutions

Module review

Entity and Field Customization

Module Overview

Types Entities

Entity Ownership

Entity Properties

System vs Custom Entities

Custom Entities and Security Roles

Overview of Fields

Field Properties

Module review

Additional Field Customization

Module Overview

Creating Fields to Meet Client Needs

Calculated Fields

Rollup Fields

CRM Option Sets

Alternate Keys

Field Level Security

State and Status Reason Transitions

Module Review

Configure mobile devices

Module Overview

Types of Relationships

How and where they are created

Many to Many Relationships

Hierarchical Data

Entity Mapping

Connection and Connection Roles

Module Review

Customizing Forms

Module Overview

Form types

Qualities of a good form

Building a Form

Specialized Form Components

Access Teams and Sub Grids

Working with Navigation

Additional Form Types

Multiple Forms

Form customizations and Mobile Clients

Module Review

Business Rules

Module Overview

Business Rules

Business Rule Scope

Trigger Rules

Condition and Actions

Else Conditions and Actions Occur When Conditions Are True

Module review

Views and Visualizations

Module Overview

Using Views

View Customization

System View Types Quick Find

Customization Charts

Customizing Dashboard

Themes

Module Review

Introduction to Processes

Module Overview

Processes and Automation

Workflow Basics

Module review

Business Process Flows

What are CRM Business Process Flows

Enabling Business Process Flows

Steps Stages and Categories

Conditional Branching

Module Review

Bringing it all Together

Module Overview

Review of Customization Topics Covered

Senario

Packaging in a Solution

Module review

Course Images

Customization and Configuration for Dynamics 365

By Nexus Human

Booking options

Highlights

Description

About The Provider

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