MOC 80729 Customization and Configuration in Microsoft Dynamics CRM

Eduteam Srl
A Milano
Prezzo Emagister

900 € 650 
+IVA
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Informazione importanti

  • Corso
  • Milano
  • 24 ore di lezione
  • Durata:
    3 Giorni
  • Quando:
    Da definire
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.

Informazione importanti

Prezzo per gli utenti Emagister:

Sedi

Dove e quando

Inizio Luogo
Da definire
Milano
VIA PRIVATA ALFREDO SOFFREDINI 39, 20156, Milano, Italia
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Domande più frequenti

· Requisiti

Conoscenza Microsoft Dynamics CRM base

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Cosa impari in questo corso?

Informatica
CRM
Building a Security Model in Microsoft Dynamics CRM 2016
Customizing fields

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 RelationshipsLessons
  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
Module 6: Customizing FormsLessons
  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
Module 7: Configuring Business RulesLessons
  • Configure Business Rules
Module 8: Customizing ViewsLessons
  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
Module 9: Charts and DashboardCustomizing sLessons
  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
Module 10: Additional Security OptionsLessons
  • Field SecurityAccess Team TemplatesAuditing Overview
Module 11: Business Process FlowsLessons
  • Business Process Flows

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