This is an open enrollment course will be presented virtually by Opsgility. Click here for more information
Building on the knowledge gained from the Getting Started with Dynamics CRM course, this course dives into the array of options available for tailoring Dynamics CRM to the specific needs of an organization. Upon completion of this course students will have hands on experience customizing and automating Dynamics CRM as well as applying proper security and packaging their customizations for transfer to other CRM environments and organizations.
What You Will Learn
- Customize and configure CRM fields and forms
- Customize and configure CRM entities and entity relationships
- Understand how to manage CRM solutions
- Configure security for users and teams
- Implement business rules and process flows
- Prepare for exam: Dynamics CRM Customization and Configuration–MB2–712
Who this course is designed for
- IT Professionals, Developers
Prerequisites:
- Getting Started with Dynamics CRM course or equivalent experience
Module 1: Configure Microsoft Dynamics CRM
Module 2: Manage and implement Microsoft Dynamics CRM entities, entity relationships
Module 3: Create and manage Microsoft Dynamics CRM fields and forms
Module 4: Solution Management
Module 5: Create and Manage Views and Visualizations
Module 6: Manage and Implement Security
Module 7: Implement business rules, workflows, and business process flows
Module 8: Mobility
