Customizing and Administering Microsoft Dynamics CRM [Video]
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This book & 7000+ ebooks & video courses on 1000+ technologies
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Mobile App with offline access
What do you get with a Packt Subscription?
This book & 6500+ ebooks & video courses on 1000+ technologies
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Early Access to eBooks as they are being written
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Mobile App with offline access
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This book & 6500+ ebooks & video courses on 1000+ technologies
60+ curated reading lists for various learning paths
50+ new titles added every month on new and emerging tech
Early Access to eBooks as they are being written
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50+ new titles added every month on new and emerging tech
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Mobile App with offline access
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-
Free ChapterSetting Up Dynamics 365 Organization
-
Setting Up Users, Teams, and Security
-
Customize Your System
- Essentials for Customization
- Group Your Customizations with Solutions
- Create Entities, Fields, and Relationships
- Designing Forms for Organization
- Designing Views and Dashboards
- Decide How a System Behaves with Business Processes
- Ensure Quality of Data with Business Rules
- Make Sure No Duplicate Records Exist via Duplicate Detection
- Maintain Uniqueness of Records via Alternate Keys
- Visualize and Query Hierarchical Data
- Build the Best-in-Class Learning Experience with Learning Path
- Customize Dynamics 365 for Mobile and Tablets
About this
video
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.
- Publication date:
- January 2019
- Publisher
- Packt
- Duration
- 3 hours 43 minutes
- ISBN
- 9781788299824