Customizing Microsoft Dynamics 365 Customer Engagement (CRM)
March 13, 2019 2020-11-24 23:16Customizing Microsoft Dynamics 365 Customer Engagement (CRM)
Customizing Microsoft Dynamics 365 Customer Engagement (CRM)
Customizing Dynamics 365 Customer Engagement(CRM) Course
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.
What you will learn from this Course?
- Intro to OOB Customization
- How to use themes
- How to use solutions
- Understanding Dynamics 365 Entity Model
- Customize Entities
- Customizing Entity Forms and Attributes
- How to customize Entity Views and Charts
- Customizing Dashboards
- Creating Entity Relationships
- Implementing Business Rules
Understanding Process for Automation
Implementing Workflows
Implementing Business Process Flows
Target Audience
Anyone can attend this course who want to learn how to customize Dynamics 365 Customer Engagement.
- Programmers
- Functional Consultants
- Software Testers
- Business users
- Business Analysts
- IT managers
- Or anyone who like to learn this amazing technology.
Basic Requirements
Well, pretty much anyone can learn this course. But these are the basic requirements to learn customizing Dynamics 365 Customer Engagement (CRM) Course are:
- A PC and a good internet connection
- Basic understanding of Sales, Customer Service process
- Basic CRM knowledge
- Passion to learn a new technology
Description
Have you ever thought how to customize Dynamics 365 Customer Engagement (CRM)? If yes, then course is for you. Dynamics CRM can be customized using UI as well as coding. Using OOB (Out of the Box) features you can customize your CRM application as per client requirement.
If you are functional consultant or developer you should definitely understand the different ways to customize your Dynamics CRM system end to end.
This course teaches you everything you need to know about Dynamics CRM and UI based customization( thats right, UI based customization is known as OOB).
What is UI based Customization?
In Dynamics 365 CRM you can customize a good amount of features using UI itself. you can create new entities, customize existing entities, Customizing Views and forms and even entity relationships can be managed using UI.
What are the different ways to customize dynamics 365 customization using UI?. Metadata changes using UI, different OOB tools to customize the application. Supported Vs Unsupported customization.
OOB Customization features:
- Entity Customization
- Entity Form Customization
- Entity Attributes Customization
- Views and Charts Customization
- Entity Relationship Customization
- Business Rules Creation
- Business Process Flows setup
- Workflows Creation
- Creating Dashboards
This course covers all these customization options available which you can do yourself.
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Frequently Asked Questions (FAQs)
What is Customer Relationship Management (CRM)?
Customer Relationship Management is the strategy and mechanism used to manage all your customer interactions – that is sales, customer service, marketing, field service operations. Its can be done using spreadsheet or using a cloud application like Dynamics 365 CRM.
What is Dynamics 365?
Dynamics 365 Customer Engagement is the CRM suite from Dynamics 365. Or in a different way, it is the Dynamics 365 version of Dynamics CRM. It includes applications such as sales, customer services, marketing, field service, project service automation( PSA) etc and you can also create custom applications.
What is Dynamics 365 Customer Engagement?
Dynamics 365 Customer Engagement is the CRM suite from Dynamics 365. Or in a different way, it is the Dynamics 365 version of Dynamics CRM. It includes applications such as sales, customer services, marketing, field service, project service automation( PSA) etc and you can also create custom applications.
How this course will help you?
This course on dynamics 365 Customer Engagement will help you learn the basics of CRM, Dynamics 365 and Dynamics 365 Customer Engagement – the starting point to learn Dynamics 365 CRM in detail. After this course, you can learn other courses on Dynamics 365 CRM.
