MOC 80729 Customization and Configuration in Microsoft Dynamics CRM
Corso
A Milano
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Descrizione
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Tipologia
Corso
-
Luogo
Milano
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Ore di lezione
24h
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Durata
3 Giorni
this course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.
Sedi e date
Luogo
Inizio del corso
Inizio del corso
Profilo del corso
Conoscenza Microsoft Dynamics CRM base
Opinioni
Materie
- Informatica
- CRM
- Customizing fields
- Security
- Microsoft Dynamics
- Customizing Entities
- Dynamics 365
- Managing Relationships
- Sviluppo
Professori
eduteam EDUTEAM
DOCENTE
Programma
- Customization or Development?Microsoft Dynamics CRM Solutions Introduction to Entity Customization
- Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams
- Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
- Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
- Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
- Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
- Configure Business Rules
- View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
- Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
- Field SecurityAccess Team TemplatesAuditing Overview
- Business Process Flows
Ulteriori informazioni
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MOC 80729 Customization and Configuration in Microsoft Dynamics CRM