Microsoft Dynamics 365 - CRM Customization

Calendar
Location | Date | Days | Price | |
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There are no courses scheduled at this moment. | ||||
You can also participate in this course with QBS Vouchers. You pay 3 vouchers. You want this course in your office? Please contact us for more information. |
There are no courses scheduled at this moment. | |
You can also participate in this course with QBS Vouchers. You pay 3 vouchers. You want this course in your office? Please contact us for more information. |

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1 - Introduction to Customization
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Overview of Microsoft Dynamics 365
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Licensing and client options
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Examine supporting technologies
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General overview of customization methods
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2 - The Security Model
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Business Units
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Security Roles
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Manage Users and Teams
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Sharing Records
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3 - Solutions
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Solutions Overview
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Including Components in Solutions
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Solution Publishers and Versioning
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Solution Types
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Working with Multiple Solutions
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Export and Import Solutions
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4 - Customizing Entities
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Overview of Entities
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Entity Ownership
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Entity Properties
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System vs. Custom Entities
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Virtual Entities
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5 - Customizing Fields
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Fields Overview
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Working with different types of fields
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Using calculated and rollup fields
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Working with local and global option sets
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Multi-select Option Sets
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Alternate keys
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Field level security
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6 - Manage Relationships
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Overview of relationships
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1 to many and many to many relationships
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Working with hierarchical data
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Using entity mapping to pre-populate data
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Connection and connection roles
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7 - Customizing Forms
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Form types
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Form components
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Using access teams and sub-grids for record sharing
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Working with multiple forms
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Mobile apps
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Field controls
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8 - Business Rules
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Business rules overview
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Business rule structure
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Using conditions and actions
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9 - Customizing Views
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Types of views
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Create views
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Customize views
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Editable Grids
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10 - Business Process Flows
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Overview of business process flows
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Use stages, steps, and categories
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Review options for conditional branching
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Process flows and security roles
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11 - Charts and Dashboards
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Create and customize charts
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Create and customize dashboards
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Work with themes
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Default Themes
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Microsoft Dynamics 365 - CRM Customization
-
1 - Introduction to Customization
-
Overview of Microsoft Dynamics 365
-
Licensing and client options
-
Examine supporting technologies
-
General overview of customization methods
-
-
2 - The Security Model
-
Business Units
-
Security Roles
-
Manage Users and Teams
-
Sharing Records
-
-
3 - Solutions
-
Solutions Overview
-
Including Components in Solutions
-
Solution Publishers and Versioning
-
Solution Types
-
Working with Multiple Solutions
-
Export and Import Solutions
-
-
4 - Customizing Entities
-
Overview of Entities
-
Entity Ownership
-
Entity Properties
-
System vs. Custom Entities
-
Virtual Entities
-
-
5 - Customizing Fields
-
Fields Overview
-
Working with different types of fields
-
Using calculated and rollup fields
-
Working with local and global option sets
-
Multi-select Option Sets
-
Alternate keys
-
Field level security
-
-
6 - Manage Relationships
-
Overview of relationships
-
1 to many and many to many relationships
-
Working with hierarchical data
-
Using entity mapping to pre-populate data
-
Connection and connection roles
-
-
7 - Customizing Forms
-
Form types
-
Form components
-
Using access teams and sub-grids for record sharing
-
Working with multiple forms
-
Mobile apps
-
Field controls
-
-
8 - Business Rules
-
Business rules overview
-
Business rule structure
-
Using conditions and actions
-
-
9 - Customizing Views
-
Types of views
-
Create views
-
Customize views
-
Editable Grids
-
-
10 - Business Process Flows
-
Overview of business process flows
-
Use stages, steps, and categories
-
Review options for conditional branching
-
Process flows and security roles
-
-
11 - Charts and Dashboards
-
Create and customize charts
-
Create and customize dashboards
-
Work with themes
-
Default Themes
-
What is covered by this Microsoft Dynamics 365 CRM course?
Learn how to customize without coding
In this three-day course, you will learn how to customize the Microsoft Dynamics 365 / CRM platform to meet business needs and processes. You will discover the benefits and limitations of the customization features, based on realistic scenarios, in order to take the appropriate decisions for your own projects.
The skills taught in this course can be used without any development or programming knowledge. This training will help experienced users to customize their system without the need for external help.
Who should take this course?
This training is meant for power-users, administrators and consultants who want to customize the Microsoft Dynamics 365/CRM platform, or who want to have an overview of the customization possibilities.
In order to participate in this training, some basic knowledge of Microsoft Dynamics 365 is required.
Some knowledge about relational databases can be useful, though not strictly necessary.
- CRM
- Microsoft Dynamics CRM
- Microsoft Dynamics CRM 2013
- Microsoft Dynamics CRM 2015
- Microsoft Dynamics CRM 2016