Microsoft Dynamics CRM Customization & Configuration Training
Microsoft Dynamics CRM Customization & Configuration Training
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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- Microsoft
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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. |
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"Great course, many thanks!"
Jason on 08 Jun 2022
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Reviews
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"Great course, many thanks!"
Jason on 08 Jun 2022
