Customizing Dynamics CRM: Part 2 (Advanced) (CRM106)

Microsoft Dynamics CRM


Description

[Estimated Time: 1 Hour (Advanced Part 1)/ 3+ Hours (Advanced Part 2)] This course will give you tips to help define and create the primary components of customizations as you begin to design your Dynamics CRM environment.

Topics will include:

- Customizing Fields
- Customizing Forms
- Customizing Entities
- Customizing Views/Charts/Dashboards

*This course will also answer specific questions on customizing Dynamics CRM.

Content
  • Welcome
  • Customizing Dynamics CRM Part 2 Course Outline
  • Customizing Dynamics CRM: Simple
  • Specific questions answered in Customizing Dynamics CRM Part 2 sample
  • Customizing Dynamics CRM: Part 2 Video (Part 1)
  • Customizing Dynamics CRM: Part 2 Video (Part 2)
  • Feedback
  • customizing dynamics crm: Complex
  • Customizing Dynamics CRM: Intro Module
  • Customizing Dynamics CRM: Entities
  • Customizing Dynamics CRM: Forms
  • Customizing Dynamics CRM: Fields
  • Customizing Dynamics CRM: Relationships
  • Customizing Dynamics CRM: Mapping Fields
  • Customizing Dynamics CRM: Views, Charts, and Dashboards
  • Customizing Dynamics CRM: Marrying Forms with Fields
  • Customizing Dynamics CRM: Hierarchy Settings
  • Customizing Dynamics CRM: Working with the Site Map
  • Customizing Dynamics CRM: Business Process Flows, Workflows, and Dialog
  • Customizing Dynamics CRM: Creating Workflows
  • Data Management
  • Data Management Tools: Intro Module
  • Data Management Tools: Importing
  • Data Management Tools: Exporting
  • Data Management Tools: Auditing
  • Data Management Tools: Duplicate Detection
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever