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Description

Learn how to completely
Customise Microsoft Dynamics CRM Online or On Premise
using just your web browser - no coding tools required!


Here's what some of my students have been saying:


'Good course to get your feet wet in customizing CRM Dynamics.'


'Extremely Valuable - Prepares You for Exam(s)'


'I've been looking for a CRM course to help me pass the Microsoft exam - and at last I've found one (and a great one at that! ;-) )'


'The demo's do a great job of walking through the different areas of customizing CRM - and I now feel a lot more confident!'


Follows the MB2-703 Exam requirements to give you everything you need to ACE the exam!


Microsoft Dynamics CRM is growing fast! 2015 is expecting to be a huge year for Microsoft's flagship services - of which CRM is one of them - with sales growth expected in the $billions.


Demand for developers who know how to configure and customise Dynamics CRM is at an all time high, with US contract rates around $90 an hour and UK rates around £50 and hour.


CRM Online also paves the way for small business to setup specialising as Dynamics 'consultancy houses' - and Microsoft themselves are pushing for MORE partners!


CRM Online can be configured from anywhere in the world, creating exciting opportunities for partners wherever they are based.


So start your journey to becoming an CRM expert!


This course will prepare you for the MB2-703 Microsoft exam - and covers the following topics:



Design and implement strategies for the creation of Business Units and Security Roles

Configure Microsoft Dynamics CRM Users and Teams

Describe the principles of customizing the system

Create and configure fields for both custom and system entities

Create and configure custom entities, including standard and activity entities

Design, create and configure relationships between entities

Create and configure Views, Charts and Forms for both system and custom entities

Implement Field Security and Access Team Templates in Microsoft Dynamics CRM

Design, create and configure Solutions in Microsoft Dynamics CRM

Design, create and configure Business Rules and Business Process Flows to guide users through their work

Who this course is for:
IT Professionals or developers who want to be able to customise Microsoft Dynamics CRM.
IT Professionals who want to take the official Microsoft MB2-703 Exam

What you'll learn

Be prepared for the MB2-703 Dynamics Exam

Design and implement strategies for the creation of Business Units and Security Roles

Configure Microsoft Dynamics CRM Users and Teams

Describe the principles of customizing the system

Create and configure fields for both custom and system entities

Create and configure custom entities, including standard and activity entities

Design, create and configure relationships between entities

Create and configure Views, Charts and Forms for both system and custom entities

Implement Field Security and Access Team Templates in Microsoft Dynamics CRM

Design, create and configure Solutions in Microsoft Dynamics CRM

Design, create and configure Business Rules and Business Process Flows to guide users through their work

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
2
1.1-Why Dynamics CRM?
1.2-How to get a FREE 30 day CRM Online Trial
2-Solutions
7
2.1-Theory - Solutions Overview
2.2-Demo : Managing Solutions
2.3-Cheat Sheet: Solutions
2.4-Theory - Entities Overview
2.5-Cheat Sheet: Entities & Components
2.6-Demo: Entity Walkthrough
2.7-Solutions
3-The Security Model
4
3.1-Business Units
3.2-Security Roles
3.3-User & Teams
3.4-Security
4-Entities
1
4.1-Creating & Customising Entities
5-Fields
1
5.1-Creating & Customising Fields
6-Relationships
2
6.1-Creating and Managing Relationships
6.2-Mappings & Connections
7-Forms
2
7.1-Creating & Editing Forms
7.2-Using Other types of Forms
8-Business Rules
1
8.1-Creating and Editing Business Rules
9-Wrapping it Up
1
9.1-What next?