Microsoft Dynamics 365 - CRM Customization

Kalender
Locatie | Datum | Dagen | Prijs | |
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Er zijn geen trainingen gepland op dit moment. | ||||
U kan deze cursus ook volgen met QBS Vouchers. U betaalt 3 vouchers. Wil u deze cursus bij u op kantoor? Neem contact op met ons. |
Er zijn geen trainingen gepland op dit moment. | |
U kan deze cursus ook volgen met QBS Vouchers. U betaalt 3 vouchers. Wil u deze cursus bij u op kantoor? Neem contact op met ons. |

korting
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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
-
Wat omvat deze Microsoft Dynamics 365 CRM training?
Leer customiseren zonder te coderen
In deze driedaagse opleiding leer je hoe je CRM oplossing kan customizen, om zo tegemoet te komen aan bedrijfsbehoeften. Aan de hand van realistische scenario's ontdek je de voordelen en beperkingen van de customisatiemogelijkheden. Dit zal je toelaten om de juiste beslissingen te nemen voor je eigen projecten.
Wat je leert in deze training kan in praktijk toegepast worden zonder enige programmeerkennis.
Voor wie is deze cursus bestemd?
Deze training is bedoeld voor power-users, administrators en consultants die het Microsoft Dynamics 365 CRM platform willen customizen, of die de een overzicht willen hebben van de customizatiemogelijkheden.
Om aan deze training deel te nemen is enige werkervaring met Microsoft Dynamics 365 is vereist.
Enige kennis van relationele databases kan nuttig zijn, maar is niet noodzakelijk.
- CRM
- Microsoft Dynamics CRM
- Microsoft Dynamics CRM 2013
- Microsoft Dynamics CRM 2015
- Microsoft Dynamics CRM 2016