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Item number: 124852820

Microsoft Dynamics CRM Customization & Configuration Training

Item number: 124852820

Microsoft Dynamics CRM Customization & Configuration Training

159,00 192,39 Incl. tax

The Best Microsoft Dynamics CRM Customization & Configuration Award-winning E-Learning Training Extensive interactive videos with spoken text Certified teachers Practical exercises Certificate.

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  • Award Winning E-learning
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Microsoft Dynamics CRM Customization & Configuration E-Learning Training

Order this amazing, award-winning Microsoft Dynamics CRM 2013 Customization & Configuration E-Learning course online, 1 year 24/7 access to extensive interactive videos, speeches, hands-on tasks and progress monitoring. After the course you will receive a certificate of attendance.

You will learn how to completely customize Dynamics CRM and gain this knowledge through instructional videos and knowledge tests.

Topics covered include creating and customizing solutions, mobile clients, customizing fields, managing forms, charts and dashboards, security, managing business processes, and much more.

Course content

Introduction to Customizing and Configuring

Course: 55 Minutes

  • Course Introduction
  • Solution Management
  • Import and Export Solutions
  • Entity Customization
  • Field Customization
  • Managing Relationships
  • Create Custom Activity
  • Connection Roles
  • Global Option Sets

Security Options

Course: 51 Minutes

  • Business Units
  • Security Roles
  • Applying Security Roles
  • Users, Teams, and Sharing
  • Field Level Security
  • Access Team Templates
  • Access Team Reporting
  • Auditing

Native Integration with Microsoft Applications

Course:23 Minutes

  • Setting Up Document Management
  • Setting Up Entities for SharePoint Integration
  • Using SharePoint Document Management
  • Using SharePoint Functionality from CRM

Practice: Use Global Option Sets

Course: 15 Minutes

  • Exercise: Use Global Option Sets

Entity Customization

Course: 21 Minutes

  • Course Introduction
  • Entity Customization Basics
  • Creating a Custom Entity
  • Configuring Custom Entity Properties
  • Modifying Entity Configuration

Customizing Views

Course: 21 Minutes

  • Managing and Customizing Views
  • Iframes
  • System Views
  • Removing Unwanted Views

Business Rules and Process Flows

Course: 27 Minutes

  • Configuring Business Rules
  • Setting up Business Process Flows
  • Working with Business Process Flows
  • Case Status Transitions

Customizing Forms

Course: 43 Minutes

  • Form Customization Basics
  • More Ways to Customize your Forms
  • Adding a Timer to a Case
  • Role-based Forms
  • Quick Create Form
  • Quick View Form
  • Managing Multiple Forms
  • Forms for Mobile Clients

Practice: Customizing and configuring entities

Course: 15 Minutes

  • Exercise: Customizing and configuring entities

Customizing Fields

Course: 27 Minutes

  • Course Introduction
  • Field Data Types
  • Display Formats for Fields
  • Properties of Fields
  • Customizing an Existing Field
  • Configure Option Sets
  • Status Fields
  • Deleting a Field

Managing Relationships

Course: 24 Minutes

  • Entity Relationship Types
  • Creating an Entity Relationship
  • One-to-Many Relationships
  • Many-to-One Relationship Field Mapping
  • Connections
  • Connection Roles

Customizing Charts and Dashboards

Course: 27 Minutes

  • Charts and Dashboards
  • Creating a Chart
  • Modifying an Existing Chart
  • Exporting a Chart
  • Importing a Chart
  • Creating a Dashboard
  • Modifying an Existing Dashboard

Practice: Customizing Relationships in Dynamic CRM

Course: 15 Minutes

  • Exercise: Configuration of Relationships in Dynamic CRM
Language English
Qualifications of the Instructor Certified
Course Format and Length Teaching videos with subtitles, interactive elements and assignments and tests
Lesson duration 6 Hours
Progress monitoring Yes
Access to Material 365 days
Technical Requirements Computer or mobile device, Stable internet connections Web browsersuch as Chrome, Firefox, Safari or Edge.
Support or Assistance Helpdesk and online knowledge base 24/7
Certification Certificate of participation in PDF format
Price and costs Course price at no extra cost
Cancellation policy and money-back guarantee We assess this on a case-by-case basis
Award Winning E-learning Yes
Tip! Provide a quiet learning environment, time and motivation, audio equipment such as headphones or speakers for audio, account information such as login details to access the e-learning platform.
Total
10/10 (1 Reviews)

    "Great course, many thanks!"

    Jason on 08 Jun 2022

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10/10 (1 Reviews)

    "Great course, many thanks!"

    Jason on 08 Jun 2022

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