Customizing and Administering Microsoft Dynamics CRM [Video]

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Customizing and Administering Microsoft Dynamics CRM [Video]

Piyush Paliwal

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business
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Video Description

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.

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What You Will Learn

  • 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

Authors

Video Details

ISBN 139781788299824
Course Length3 hours 43 minutes
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