Customise CRM Dynamics Training

CRM Dynamics 365

Customisation Training

Duration: 1 day

 

Summary: This course is designed to give database administrators practical experience in customising their Microsoft Dynamics 365  system. It is a practical workshop where delegates are provided with a basic new Instance to work on.  We work with you to tailor the content to meet your needs.

Contents

Choose from a selection of topics to meet your needs

Security Roles

Security Roles

Creating Entities and Relationships

Creating Entities and Relationships

Creating Fields including Calculated & Rollup

Creating Fields including Calculated & Rollup

Option Sets including Multi-select

Option Sets including Multi-select

Form Layout

Form Layout

Quick View Forms

Quick View Forms

Quick Create Forms

Quick Create Forms

Sub-grids

Sub-grids

Business Process Rules

Business Process Rules

Business Process Flow

Business Process Flow

Workflow

Workflow

 

 

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