Customizing and Administering Microsoft Dynamics CRM

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Online

£ 150 VAT inc.

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Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business.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.About The AuthorPiyush Paliwal has worked as a Microsoft Dynamics CRM consultant for more than half a decade and has been associated with Microsoft for a few years now. During this time frame, he helped various customers manage their sales pipeline by bringing their business processes into Dynamics CRM or Dynamics 365, which is what we have today. In his free time, he usually goes for a drive or swims.

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About this course

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

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This centre's achievements

2021

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 4 years

Subjects

  • Access
  • Options
  • CRM
  • Microsoft Dynamics
  • Microsoft Office
  • IT
  • IT Management
  • Information Systems
  • Information Systems management
  • Organizational Skills

Course programme

Setting Up Dynamics 365 Organization 4 lectures 21:58 The Course Overview This video will give you an overview about the course. Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
Setting Up Dynamics 365 Organization 4 lectures 21:58 The Course Overview This video will give you an overview about the course. Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
The Course Overview This video will give you an overview about the course. The Course Overview This video will give you an overview about the course. The Course Overview This video will give you an overview about the course. The Course Overview This video will give you an overview about the course. This video will give you an overview about the course. This video will give you an overview about the course. Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Theming This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme.
  • Look at the default available themes
  • Customize themes and change colors of Dynamics 365
  • Change logo of your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Business Units This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
This video covers the concept of business units and why they are useful to your business and what type of data will they capture.
  • What are business units
  • How can they be of help to your organization
  • Create/modify business units for your organization
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
Define Regional Settings This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
This video introduces the audience to regional settings in Dynamics 365. By the end of it, users would be able change time zone, region, date, time formats, language, and currencies.
  • Update regional settings of you organization
  • Format changes (date, time, language, currency)
Setting Up Users, Teams, and Security 5 lectures 49:27 Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Record-Based Security This video demonstrates how we provide access to data to users or teams per record level by record-based security.
  • Understand record-based security
  • Introduction to concept of sharing
  • How sharing can help provide access at record level
Hierarchy Security This video demonstrates how we can provide access to data following different hierarchies in the system.
  • What is hierarchy and understand hierarchy security
  • Introduction to position based hierarchy
  • Understand manager based hierarchy
Field Security This video showcases the how we can restrict access to data at the most granular level that the at field level by field security.
  • Understand the concepts of field security
  • Introduction to field security profiles
  • Demo on how field security works
Setting Up Users, Teams, and Security. 5 lectures 49:27 Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Record-Based Security This video demonstrates how we provide access to data to users or teams per record level by record-based security.
  • Understand record-based security
  • Introduction to concept of sharing
  • How sharing can help provide access at record level
Hierarchy Security This video demonstrates how we can provide access to data following different hierarchies in the system.
  • What is hierarchy and understand hierarchy security
  • Introduction to position based hierarchy
  • Understand manager based hierarchy
Field Security This video showcases the how we can restrict access to data at the most granular level that the at field level by field security.
  • Understand the concepts of field security
  • Introduction to field security profiles
  • Demo on how field security works
Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Concepts of Security This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
This video explores what security is and why it is needed in your organization.
  • Understand security concepts
  • What are the goals of security
  • Understand the pillars of security
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Role-Based Security This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
This video demonstrates how we provide access to data to users or teams at entity level by role based security.
  • Understand role-based security
  • What are security roles
  • How can we provide access to system using security roles
Record-Based Security This video demonstrates how we provide access to data to users or teams per record level by record-based security.
  • Understand record-based security
  • Introduction to concept of sharing
  • How sharing can help provide access at record level
Record-Based Security This video demonstrates how we provide access to data to users or teams per record level by record-based security In this video, we’ll look at how views and dashboards are built in CRM and how do we make them available for all the users.
  • Understand what views and dashboards are
  • Look at different types of views and...

Additional information

Microsoft Dynamics 365 functionality and relational databases

See related categories

Customizing and Administering Microsoft Dynamics CRM

£ 150 VAT inc.

The best IT Systems courses

See all

See all