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Customizing and Administering Microsoft Dynamics CRM

Video Description

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

About This Video

  • Understand data management in Dynamics CRM with custom entities, security, business processes, business rules, and validations
  • An amazing guide to give you the right help with Dynamics CRM whenever you’re looking for it
  • Customize what’s available on mobile and tablet clients

In Detail

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.

Downloading the example code for this course: You can download the example code files for all Packt video courses you have purchased from your account at http://www.PacktPub.com. If you purchased this course elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.