Microsoft Dynamics CRM (365) Customization Mastery

  CRM Customization Mastery Overview
CRM Customization Mastery Overview
IMPORTANT Microsoft Dynamics 365 New Interface
  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
This module covers functionality of Microsoft Dynamics CRM Entities Customizations. Entities are the core components of Microsoft Dynamics CRM like Accounts, Contacts, Leads, Opportunities, Case, etc. Entities allows users to structure processes within Microsoft Dynamics CRM. In technical terms, entities are tables created in SQL Server. In this module you will learn about Entities and how you can create and manage entities within Microsoft Dynamics CRM.

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