Dienstag, 23. Juli 2019, Entirety Technology, Microsoft Dynamics (365) CRM Customization and Configuration Training in Dusseldorf | Microsoft Dynamics CRM Training course bootcamp | MB-716 Certification Exam Preparation | Microsoft Dynamics CRM 2015 | 2016 | Online | On-premise | dynamics 365 sales

Von 23. Juli 2019 - 3:30 Bis 5:30

Entirety Technology

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Ereignisbeschreibung
This course will teach you everything you need to know regarding customizing and configuring the Dynamics (365) CRM  system which meets the requirements of a Dynamics 365/CRM Project implementation for a company.
You will learn about the tools and techniques used to customize and configure Dynamics 365/CRM online and on-premise editions.
This course will also prepare you to pass the Dynamics 365/CRM MB-716 Customization and Configuration Certification exam.

Weekly Class Schedule
This class will be held on weekday evenings from 6:30-8:30 pm US Pacific time (PST) each day on Monday, Tuesday, Wednesday of every week beginning July 22 and ending on April August 7, 2019. 
Check your Local Date and Time for First Session

Course Outline
1. Introduction to Customizing and Configuring Microsoft Dynamics CRM

Course Introduction
Module Overview
CRM Overview
What is Dynamics CRM Customization and Configuration?

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CRM Architecture
Customization Methodology
Module review
Obtaining a Dynamics CRM Trial

2. Manage Microsoft Dynamics CRM Online Subscriptions

Module Overview
Configuring CRM
Overview of CRM Security
User Administration
Mailboxes
Teams
Module Review
Configuring Dynamics CRM
Configure Business Units, Users, and Teams

3. Dynamics CRM Security Model

Module Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Module review
Configure Dynamics CRM Security

4. Introduction to Solutions

Module Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions
Working with Solution Assets
Exporting Solutions
Importing Solutions
Module review

5. Entity and Customizations

Module Overview
Types Entities
Entity Ownership
Entity Properties
System vs Custom Entities
Custom Entities and Security Roles
Overview of Fields
Field Properties
Module review

6. Additional Field Customizations

Module Overview
Creating Fields to Meet Client Needs
Calculated Fields
Rollup Fields
CRM Option Sets
Alternate Keys
Field Level Security
State and Status Reason Transitions
Module Review

7. Configure Mobile Devices

Module Overview
Types of Relationships
How and where they are created
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and Connection Roles
Module Review
Configure entities for mobile apps
Scenario
Connect to the CRM Online instance
Navigate to the default solution
Hide the fax field in CRM for Phones
Add the city field to CRM for Phones Express
Make the account entity read-only
Publish changes
Test the change to CRM for Phones Express
Test the changes to CRM for Phones and CRM for Tablets

8. Customizing Forms

Module Overview
Form types
Qualities of a good form
Building a Form
Specialized Form Components
Access Teams and Sub Grids
Working with Navigation
Additional Form Types
Multiple Forms
Form customizations and Mobile Clients
Module Review
Set default synchronization method
Scenario
Connect to the CRM Online instance
Navigate to the Email tab on System Settings
Change the default synchronization methods
Apply the defaults to existing mailboxes
Review approval settings
Scenario
Connect to the CRM Online instance
Navigate to the default solution
Review the approval settings

9. Business Rules

Module Overview
Business Rules
Business Rule Scope
Trigger Rules
Condition and Actions
Else Conditions and Actions Occur When Conditions Are True
Module review
Configure forward mailbox record
Scenario
Connect to the CRM Online instance
Navigate to mailboxes
Create the forward mailbox record
Review alerts
Scenario
Connect to the CRM Online instance
Navigate to a mailbox record and review alerts
Reject the email address
Approve the email address
Review alerts in the Sales area

10. Views and Visualizations

Module Overview
Using Views
View Customization
System View Types Quick Find
Customization Charts
Customizing Dashboard
Themes
Module Review

11. Introduction to Processes

Module Overview
Processes and Automation
Workflow Basics
Module review

12. Business Process Flows

What are CRM Business Process Flows
Enabling Business Process Flows
Steps Stages and Categories
Conditional Branching
Module Review

13. Bringing it all together

Module Overview
Review of Customization Topics Covered
Senario
Packaging in a Solution
Module review
Course Review


Refund Policy

100% refund can be applied if request is initiated 24 hours before the 1st course session.
If a class is rescheduled/cancelled by the organizer, registered students will be offered a credit towards any future course or a 100% refund.

Microsoft Dynamics (365) CRM Customization and Configuration Training in Dusseldorf | Microsoft Dynamics CRM Training course bootcamp | MB-716 Certification Exam Preparation | Microsoft Dynamics CRM 2015 | 2016 | Online | On-premise | dynamics 365 sales, Entirety Technology ereignis

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