Customizing and Administering Microsoft Dynamics CRM: A definitive guide to customizing and extending Dynamics CRM for your business

Piyush Paliwal

€8.99 ~~€114.99~~

Video Jan 2019 3hrs 43mins 1st Edition

Piyush Paliwal

€8.99 ~~€114.99~~

Video Jan 2019 3hrs 43mins 1st Edition

What do you get with a video?

Download this video in MP4 format

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Key benefits

Understand data management in Dynamics CRM with custom entities, security, business processes, business rules, and validations
An amazing guide to give you the right help with Dynamics CRM whenever you’re looking for it
Customize what’s available on mobile and tablet clients

Description

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.

Who is this book for?

This course begins with the assumption that you have basic knowledge of working with Dynamics CRM. You need intermediate or advanced technical skills, a basic understanding of Microsoft Dynamics 365 functionality, and a strong understanding of relational databases.

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

What do you get with a video?