Customization and Configuration in Microsoft Dynamics 365/CRM
Lær, hvordan du kan tilpasse Microsoft Dynamics 365/CRM, så det understøtter virksomheden behov. Du får værktøjer, som fokuserer på konfiguration og sikkerhed, hvordan du kan oprette brugerdefinerede objekter, ændre brugergrænsefladen, automatisere opgaver og andre specifikke tilpasninger. På kurset gennemgås de enkelte emner samt hvordan en effektiv løsning sikres.
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, og grundlæggende kendskab til SQL server og relationelle databasefunktioner, da der på kurset fokuseres på tilretning af database entities, attributes, relationer og mapping.
Kurset er også relevant, hvis du arbejder med Dynamics CRM/365 Online.
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
Kursusmaterialer
Der udleveres PowerPoint slides, som anvendes undervejs i kurset.
Certificering
Kurset leder hen mod eksamen MB2-716 Microsoft Dynamics 365 Customization and Configuration. Eksamen bestilles og betales særskilt.
Undervisere
Undervisningen varetages af en erfaren underviser fra Teknologisk Instituts netværk bestående af branchens dygtigste undervisere.
Har du faglige spørgsmål så kontakt
- Charlotte Heimann
- Seniorspecialist
- +45 72203147