Customizing and Administering Microsoft Dynamics CRM

Customizing and Administering Microsoft Dynamics CRM

This course shows you how to  create new entities that store various details for your business and  build forms to ease up data management for users of the CRM. We also  explore other features such as building new business processes, creating  business rules, and validations to ensure that quality data is stored  in the system.

Moving on, we show you how to administrate the CRM by enabling user  access, setting up data security, and doing other common configurations.  We also show you how to provide a better help experience for users with  guided help, and finally, we look at the various aspects of enabling  customized processes for phones and businesses.

While covering all of these topics, we’ll also talk about the best  practices you should follow to ensure great overall system performance. 

About the Author :

Piyush Paliwal has worked as  a Microsoft Dynamics CRM consultant for more than half a decade and has  been associated with Microsoft for a few years now. During this time  frame, he helped various customers manage their sales pipeline by  bringing their business processes into Dynamics CRM or Dynamics 365,  which is what we have today. In his free time, he usually goes for a  drive or swims. 

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business

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What you will learn

• Get to know the concepts of customization and administration
• Know how to decide which business process option to choose from of the various available ones, and when
• Understand security concepts to ensure the right people have access to the right data

Rating: 4.4

Level: Intermediate Level

Duration: 3.5 hours

Instructor: Packt Publishing