Customization and Configuration in Microsoft Dynamics 365/CRM

Deltagerprofil

Kurset er for dig som skal lære, hvordan du kan tilrette og administrere Microsoft Dynamics 365/CRM.

Du forventes at have praktisk kendskab til brug af Microsoft Dynamics 365/CRM eller tidligere versioner af CRM 2011/2013/2015/2016/19, og grundlæggende kendskab til SQL server og relationelle databasefunktioner, da der på kurset fokuseres på tilretning af database entiteter, felter, relationer og mapping.

On-Premise eller Online - hvilken version anvender du

Afhængig af om du anvender Dynamics 365/CRM som Online eller On-Premise udgave, så skal du være opmærksom på følgende:

Dynamics CRM/365 Online

• Kurset henvender sig til dig, som endnu ikke begyndt at anvende den nye PowerApps tilpasningsportal via make.powerapps.com. Du kommer i dette kursus igennem konfiguration/tilpasning af Dynamics CRM/365 baseret på det klassiske tilpasningsinterface.
• Er du derimod begyndt, eller har planer om snart, at anvende den nye PowerApps tilpasningsportal, så skal du i stedet kigge på dette kursus Microsoft Power Platform Functional Consultant [PL-200T00].

Dynamics CRM/365 On-Premise

• Dette kursus er særligt velegnet til Dynamics CRM/365 On-Premise brugere, da der i dette kursus ikke tages udgangspunkt i PowerApps tilpasningsportalen, men derimod det klassiske tilpasningsinterface direkte i Dynamics CRM/365.
• Ønsker du som onPremise bruger, at kende til mulighederne/nyhederne i den nye PowerApps tilpasningsportal (kun Online), så skal du i stedet kigge på dette kursus Microsoft Power Platform Functional Consultant [PL-200T00]. Dette kan feks være hvis du i din organisation har planer om at overgå/migrere til Online/Cloud løsningen hos Microsoft.

91% af kursets tidligere deltagere anbefaler Teknologisk Institut

Formål med kurset

• How to successfully configure specific application features such as auto-numbering, data management, and CRM’s collaboration features.
• Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
• Using CRM’s security model to control access to data, features, and functions.
• How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.
• Creating and maintaining custom entities, and custom fields based on specific needs.
• Working with specialized fields such as calculated and rollup fields.
• How to use CRM’s different relationship types to configure how related records work together.
• Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.
• How to apply Portable Business Logic control how users interact with specific data on forms and entities.
• Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs.
• Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used.
• How to create Business Process Flows that assist in capturing specific data based on a specific business process weather, it includes one or Multiple CRM entities.
• How to bring all the individual topics covered together and apply them into one completed solution.

Indhold

• Introduction to Customizing and Configuring Microsoft Dynamics CRM
• Configuring Dynamics CRM
• The CRM Security Model
• Introduction to Solutions
• Entity and Field Customization
• Additional Field Customizations
• Relationships
• Customizing Forms
• Business Rules
• Views and Visualizations
• Introduction to Processes
• Business Process Flows
• Bringing it all together

Undervisere

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