Customizing and Administering Microsoft Dynamics CRM [Video]

More Information
  • 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

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.

Style and Approach

The course starts with an introduction to the concepts of customization and administration with a maximum demonstration on the actual tools, followed by best practices gathered over the years.

  • 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
Course Length 3 hours 43 minutes
ISBN 9781788299824
Date Of Publication 31 Jan 2019


Piyush Paliwal

I'm Piyush Paliwal, your host for this course. I've been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this time, I've helped various customers manage their sales pipeline by bringing their business processes in Dynamics CRM or Dynamics 365, which is what we have today. In my free time, I usually go for a drive and I also like to swim.