MOC 80729 Customization and Configuration in Microsoft Dynamics CRM

Eduteam Srl
A Milano

900 € 650 
+IVA
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Informazioni importanti

Tipologia Corso
Inizio Milano
Ore di lezione 24 ore di lezione
Durata 3 Giorni
Inizio lezioni Flessible
  • Corso
  • Milano
  • 24 ore di lezione
  • Durata:
    3 Giorni
  • Inizio lezioni:
    Flessible
Descrizione

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.

Informazioni importanti

Prezzo per gli utenti Emagister:

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Dove e quando

Inizio Luogo
Flessible
Milano
VIA PRIVATA ALFREDO SOFFREDINI 39, 20156, Milano, Italia
Visualizza mappa
Inizio Flessible
Luogo
Milano
VIA PRIVATA ALFREDO SOFFREDINI 39, 20156, Milano, Italia
Visualizza mappa

Domande più frequenti

· Requisiti

Conoscenza Microsoft Dynamics CRM base

Opinioni

Non ci sono ancora opinioni su questo corso

Cosa impari in questo corso?

Informatica
CRM
Building a Security Model in Microsoft Dynamics CRM 2016
Customizing fields
Security
Microsoft Dynamics
Customizing Entities
Dynamics 365
Managing Relationships
Sviluppo

Professori

eduteam EDUTEAM
eduteam EDUTEAM
DOCENTE

Programma

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2016
  • Customization or Development?Microsoft Dynamics CRM Solutions Introduction to Entity Customization
Module 2: Building a Security Model in Microsoft Dynamics CRM 2016
  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams
Configure User AccessModule 3: Customizing Entities
  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
Module 4: Customizing Fields
  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
Module 5: Managing Relationships
  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
Module 6: Customizing Forms
  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
Module 7: Configuring Business Rules
  • Configure Business Rules
Module 8: Customizing Views
  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
Module 9: Charts and DashboardCustomizing s
  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
Module 10: Additional Security Options
  • Field SecurityAccess Team TemplatesAuditing Overview
Module 11: Business Process Flows
  • Business Process Flows

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