Customizing and Administering Microsoft Dynamics CRM

Customizing and Administering Microsoft Dynamics CRM, available at $44.99, has an average rating of 4.4, with 21 lectures, based on 45 reviews, and has 232 subscribers.

You will learn about Get to know the concepts of customization and administration Know how to decide which business process option to choose from of the various available ones, and when Understand security concepts to ensure the right people have access to the right data Visualize CRM data with customized dashboards, charts, and views Change the look and feel of the CRM and make it more personalized for your organization Customize features that are available for mobile and tablet clients Get an introduction to the xRM platform and see how to extend the CRM capabilities with it Resources to help you keep the learning mode always on This course is ideal for individuals who are This course begins with the assumption that you have basic knowledge of working with Dynamics CRM. It is particularly useful for This course begins with the assumption that you have basic knowledge of working with Dynamics CRM.

Enroll now: Customizing and Administering Microsoft Dynamics CRM

Summary

Title: Customizing and Administering Microsoft Dynamics CRM

Price: $44.99

Average Rating: 4.4

Number of Lectures: 21

Number of Published Lectures: 21

Number of Curriculum Items: 21

Number of Published Curriculum Objects: 21

Original Price: $109.99

Quality Status: approved

Status: Live

What You Will Learn

Get to know the concepts of customization and administration
Know how to decide which business process option to choose from of the various available ones, and when
Understand security concepts to ensure the right people have access to the right data
Visualize CRM data with customized dashboards, charts, and views
Change the look and feel of the CRM and make it more personalized for your organization
Customize features that are available for mobile and tablet clients
Get an introduction to the xRM platform and see how to extend the CRM capabilities with it
Resources to help you keep the learning mode always on

Who Should Attend

This course begins with the assumption that you have basic knowledge of working with Dynamics CRM.

Target Audiences

This course begins with the assumption that you have basic knowledge of working with Dynamics CRM.

This course shows you how to create new entities that store various details for your business and build forms to ease up data management for users of the CRM. We also explore other features such as building new business processes, creating business rules, and validations to ensure that quality data is stored in the system.

Moving on, we show you how to administrate the CRM by enabling user access, setting up data security, and doing other common configurations. We also show you how to provide a better help experience for users with guided help, and finally, we look at the various aspects of enabling customized processes for phones and businesses.

While covering all of these topics, we’ll also talk about the best practices you should follow to ensure great overall system performance.�

About the Author :

Piyush Paliwal has worked as a Microsoft Dynamics CRM consultant for more than half a decade and has been associated with Microsoft for a few years now. During this time frame, he helped various customers manage their sales pipeline by bringing their business processes into Dynamics CRM or Dynamics 365, which is what we have today. In his free time, he usually goes for a drive or swims.�

Course Curriculum

Chapter 1: Setting Up Dynamics 365 Organization

Lecture 1: The Course Overview

Lecture 2: Theming

Lecture 3: Business Units

Lecture 4: Define Regional Settings

Chapter 2: Setting Up Users, Teams, and Security

Lecture 1: Concepts of Security

Lecture 2: Role-Based Security

Lecture 3: Record-Based Security

Lecture 4: Hierarchy Security

Lecture 5: Field Security

Chapter 3: Customize Your System

Lecture 1: Essentials for Customization

Lecture 2: Group Your Customizations with Solutions

Lecture 3: Create Entities, Fields, and Relationships

Lecture 4: Designing Forms for Organization

Lecture 5: Designing Views and Dashboards

Lecture 6: Decide How a System Behaves with Business Processes

Lecture 7: Ensure Quality of Data with Business Rules

Lecture 8: Make Sure No Duplicate Records Exist via Duplicate Detection

Lecture 9: Maintain Uniqueness of Records via Alternate Keys

Lecture 10: Visualize and Query Hierarchical Data

Lecture 11: Build the Best-in-Class Learning Experience with Learning Path

Lecture 12: Customize Dynamics 365 for Mobile and Tablets

Instructors

Packt Publishing
Tech Knowledge in Motion

Rating Distribution

1 stars: 1 votes
2 stars: 0 votes
3 stars: 7 votes
4 stars: 19 votes
5 stars: 18 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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