Microsoft Dynamics CRM (365) Customization Mastery

Become an expert at Microsoft Dynamics CRM (365) Customization and Configuration. Everything you need is available in the course. Plus you get the course completion certificate.

Microsoft Dynamics CRM 2016 Customization USD $997.00

Microsoft Dynamics CRM 2016 Customization

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Curriculum

CRM Customization Mastery Overview

Preview

Dynamics CRM Administration

System Settings

Auto-Numbering

Announcements

Other Administration Areas

Data Management

Dynamics CRM Security Module

Security Model Overview

Understanding Business Units

Create And Manage Security Roles

Understanding Security Privileges

Security Access Levels

Create And Manage Users And Teams

Privileges And Access Levels Walkthrough

Understanding Hierarchy Securities

Dynamics CRM Solutions Management

Introduction to Solutions

Creating Publishers

Creating And Managing Solutions

Export A Solution

Import A Solution

Dynamics CRM Entity Customizations

Introduction to Entity Customizations

Entity Types And Ownership

Create and Manage Entities

Additional Information About Entities

Create Activity Entities

Dynamics CRM Fields Customizations

Introduction to CRM Fields

Types of Fields

Create And Manage Fields

Single Line of Text

Option Sets

Two Options

Image

Whole Number

Floating Point Number

Currency

Multiple Line of Text

Date and Time

Lookup

Customer Field

Field Level Security

Status And Status Reasons

Dynamics CRM Forms Customizations

Introduction to CRM Forms

Types of Forms

Customize A Form

Form Structure Components

Create A Quick Create Forms

Create A Quick View Form

Create A Mobile Express Form

Working With Multiple Forms

Dynamics CRM Relationships Management

Introduction to Relationships

Types of Relationships

Create One-to-Many Relationship

Create Many-to-One Relationship

Create Many-to-Many Relationship

Understanding Relationships Behavior

Mapping Relationship Fields

Dynamics CRM Views Customizations

Introduction to CRM Views

Types of Views

Customize A View

Create A Public View

Create A Personal View

Other System View Types

Dynamics CRM Business Rules

Introduction to Business Rules

Business Rules Scope

Create And Test A Business Rule

If Else Condition In A Business Rule

Other Actions In A Business Rule

Dynamics CRM Business Process Flows

Introduction to Business Process Flows

Enabling Business Process Flows

Creating A Business Process Flow

Conditions And Branching In A Business Process Flow

Dynamics CRM Workflows And Dialogs

Introduction to Workflows And Dialogs

Create A Workflow

Create A Dialog

Dynamics CRM Charts

Introduction to Charts

Create A System Chart

Create A Personal Chart

Export And Import A Chart

Dynamics CRM Dashboards

Introduction to Dashboards

Create A System Dashboard

Create A Personal Dashboard

Dynamics CRM Plugins

Introduction to Plugins

Create And Test A Plugin

Congratulations

Customization Mastery Course Review