Customization and Configuration in Microsoft Dynamics CRM 2016

In this Microsoft Dynamics CRM 2016 Customization and configuration course you'll learn how to customize the Dynamics CRM 2016 system to meet the specific needs of your business.

You'll start by learning to configure the Dynamics CRM 2016's settings to help manage your business processes more effectively. You'll move on to managing and customizing entity relationships and field configuration. Plus, you'll learn to manage business rules, workflows and business process flows. These skills will help you tailor Dynamics CRM 2016 to perform company and team specific actions.

Course Outline

Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings

  • Manage Dynamics CRM security


Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields

  • Manage Dynamics CRM entities

  • Configure field customisations

  • Implement entity relationships


Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualisations

  • Create and manage Dynamics CRM solutions

  • Customise Dynamics CRM forms

  • Implement Dynamics CRM views and visualisations


Implement business rules, workflows, and business process flows

  • Implement and manage business rules

  • Implement and manage workflows, dialogs, and custom actions

  • Implement and manage business process flows

Audience


  • Configure Dynamics CRM settings

  • Implement entity relationships

  • Implement and manage workflows, dialogs and custom actions