Customizing and Administering Microsoft Dynamics CRM
- 4.3
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Brief Introduction
Discover the world of Dynamics CRM and learn how to customize and administer it to improve your businessDescription
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.
Requirements
- Requirements
- You need intermediate or advanced technical skills, a basic understanding of Microsoft Dynamics 365 functionality, and a strong understanding of relational databases.
Packt Publishing
4.3 Raiting
Microsoft Dynamics CRM Customisation & Config
- 4.4
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The complete guid to learning how to build & customise Dynamics CRM Here's what some of my students have been saying:...
Customizing and Administering Microsoft Dynamics CRM
- 4.3
-
![]()
![]()
![]()
![]()
![]()
Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business In his free time, he usually goes for a drive or swims....
