Microsoft Dynamics CRM Customisation & Config
Learn how to completely Customise Microsoft Dynamics CRM Online or On Premise using just your web browser – no coding tools required!
Here’s what some of my students have been saying:
‘Good course to get your feet wet in customizing CRM Dynamics.’
‘Extremely Valuable – Prepares You for Exam(s)’
‘I’ve been looking for a CRM course to help me pass the Microsoft exam – and at last I’ve found one (and a great one at that! 😉 )’
‘The demo’s do a great job of walking through the different areas of customizing CRM – and I now feel a lot more confident!’
Follows the MB2-703 Exam requirements to give you everything you need to ACE the exam!
Microsoft Dynamics CRM is growing fast! 2015 is expecting to be a huge year for Microsoft’s flagship services – of which CRM is one of them – with sales growth expected in the $billions.
Demand for developers who know how to configure and customise Dynamics CRM is at an all time high, with US contract rates around $90 an hour and UK rates around £50 and hour.
CRM Online also paves the way for small business to setup specialising as Dynamics ‘consultancy houses’ – and Microsoft themselves are pushing for MORE partners!
CRM Online can be configured from anywhere in the world, creating exciting opportunities for partners wherever they are based.
So start your journey to becoming an CRM expert!
This course will prepare you for the MB2-703 Microsoft exam – and covers the following topics:
- Design and implement strategies for the creation of Business Units and Security Roles
- Configure Microsoft Dynamics CRM Users and Teams
- Describe the principles of customizing the system
- Create and configure fields for both custom and system entities
- Create and configure custom entities, including standard and activity entities
- Design, create and configure relationships between entities
- Create and configure Views, Charts and Forms for both system and custom entities
- Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
- Design, create and configure Solutions in Microsoft Dynamics CRM
- Design, create and configure Business Rules and Business Process Flows to guide users through their work
Introduction
Why do bother with Dynamics at all?
How to get the Dynamics online trial - for free!
Solutions
WARNING! This lecture is very heavy theory with little visualisation.
If you just want to learn how to use Dynamics CRM you can skip this lecture - however if you are wanting to pass the exam then I'm afraid you're in for the long haul!
Hands on walkthrough creating your first Solution
Exam revision 'Cheat sheet'
WARNING! This lecture is very heavy theory with little visualisation.
If you just want to learn how to use Dynamics CRM you can skip this lecture - however if you are wanting to pass the exam then I'm afraid you're in for the long haul!
Exam revision 'Cheat sheet'
A quick walkthrough of entities
The Security Model
Identify how business units form the organisational hierarchy
How security roles are used to control access to records and forms
How teams and users help create the security model
Entities
Create custom entities and learn the different types of entities
Fields
Learn about different field types and how to manage the different options
Relationships
Learn about the different types of relationships between entities and how to control them
How to use Field Mappings and Connections to simplify the user experience.
Forms
Learn about the structure of forms and how to create and edit them.
Learn about special types of forms such as Quick Create and Quick View
Business Rules
Learning about Business Rules and how they can provide dynamics actions without writing any code
Wrapping it Up
Recap of what we have learnt and where you can go from here,
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