Customize Dynamics 365 Customer Engagement(CRM)
Dynamics 365 Customer Engagement ( CE), popularly known as Dynamics CRM, is one of the leading CRM application in the market. The demand for Dynamics 365 CE developers and functional consultants are quite higher, and it’s even more with the release of the latest version of the application, Dynamics 365.
This course focus on customization of Dynamics 365 CE using OOB components( out of the box) which will help developers, business analysts and functional consultants to customize the application for business requirements.
Chapter 1 – Intro to Customization in Dynamics 365 CRM.
What are the different ways to customize dynamics 365 customizations using UI?. Metadata changes using UI, different OOB tools to customize the application. Supported Vs Unsupported customization.
Chapter 2 – Understanding Solution Concept
This chapter talks about the solution concept in detail. It explains about default solution, what is managed and unmanaged solution. How to use solutions for your work.
Chapter 3 – Understanding the Dynamics 365 CRM Entity Model
This chapter is focusing on Dynamics 365 CRM entity model. What entity are and how entities are linked with one another. Different types of custom entities – Custom entity and custom activity entity. Will walk you through how to customize and create new entities.
By the end of the chapter, you will be in a better position to understand different types of entities and how to customize them.
Chapter 4 – Customizing Dynamics CRM Entities
Chapter 5 – Customizing Entity Forms
Different types of forms. Form editor. Create new forms, customize existing forms. Display order of forms, configure forms for different security roles. Different elements in the form, how to customize each part of the form.
Chapter 6 – Customizing Entity Form Components
Chapter 7 – Customizing Entity Attributes
Chapter 8 – Customizing Entity Views and Charts
Chapter 9 – Customizing Entity Relationships
Chapter 10 – Implementing Business Rules
Chapter 11 – Understanding Process in Dynamics CRM
Chapter 12 – Implementing Workflows for Automation
Chapter 13 – Dialogs for Interactive Process
Chapter 14 – Implementing Business Process Flows
Chapter 15 – Custom Entities using Actions
- Lectures 15
- Quizzes 0
- Duration 8 hours
- Skill level All levels
- Language English
- Students 2595
- Assessments Yes
Customizing Dynamics 365 CRM 15