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Microsoft Dynamics CRM 2015/2016 for Power Users

5 days
5 days

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Microsoft Dynamics CRM technology overview

  • Microsoft Dynamics CRM concepts and terminology
  • Architectural overview of Microsoft Dynamics CRM
  • Overview of the Microsoft Dynamics CRM User Interface
  • Navigating Microsoft Dynamics CRM
  • Using the Microsoft Dynamics CRM Command Bar
  • Record management in Microsoft Dynamics CRM
  • Searching for records in Microsoft Dynamics CRM

Introduction to Customization and Solutions

  • Introduction to Customizing Microsoft Dynamics CRM
  • Recognize opportunities to extend Microsoft CRM
  • Working with Publishers and Solutions
  • Difference between Managed and Unmanaged Solutions
  • Importing and Exporting Solutions
  • Versioning solutions

Implementing Security

  • Building a Security Model in Microsoft Dynamics CRM
  • Business Units and their role in security modeling
  • Define Privileges and access levels in Security Roles
  • Creating and maintaining users in Microsoft Dynamics CRM
  • Team management
  • Defining Hierarchy Security
  • The difference between Manager vs. Position hierarchy
  • Configuring Hierarchy Security

Customizing Entities

  • Create custom Entities in Microsoft Dynamics CRM
  • defining Entity Ownership
  • Defining custom Activity Entities
  • The configurable properties of an Entity
  • Deleting Entities and its implications
  • Assigning Entity icons
  • Translating entities

Customizing Fields

  • Adding custom fields to Entities
  • Supported field data types
  • Working with Option Sets
  • Using the Image data type
  • Using the Status and Status Reason field
  • Working with Calculated and Rollup Fields

Managing Relationships

  • Plan, create, and configure Entity Relationships in Microsoft CRM
  • Define possible relationship types - 1:N, N:N
  • Using 1:N relationships
  • Working with automatic with N:N relationships
  • Working with manual with N:N relationships
  • Connections and Connection Roles
  • Defining self-referential relationships
  • Defining hierarchy visualizations.

Customizing Forms

  • Define the structure of Forms
  • How to add, remove or modify the components of a Form
  • Placing image fields on forms
  • How to configure and use Quick Create and Quick View forms
  • Compare form layouts for CRM for Tablets and CRM for Phones clients
  • Implement form level security

Business Rules

  • Describe the uses of Business Rules
  • How to create and apply Business Rules
  • Defining the scope of Business Rules
  • Business Rules limitations

Customizing Views

  • Examine the different types of system, public and personal Views
  • Detail the usage of the different system views
  • Discover how to create new public views and modify existing Views of all types.

Charts and Dashboards

  • Create and modify System Charts
  • Create and modify System Dashboards

Additional Security Options

  • Working with Field Security
  • Configuring and working with Access Teams
  • Enabling Auditing in Dynamics CRM

Automating Dynamics CRM with Processes

  • Describe the purpose of automating processes
  • Describe the different Processes available in Microsoft Dynamics CRM
  • Creating and modifying a Workflow
  • Using Workflows
  • Creating and modifying a Dialog
  • Using Dialogs
  • Creating and modifying a Business Process Flow
  • Using Business Process Flows

Theming Dynamics CRM

  • What is a Theme?
  • Creating a custom Theme
  • Setting a default Theme

Customizing the Site Map in Dynamics CRM

  • What is the Site Map?
  • Structure of the Site Map
  • Modifying the Site Map

Business Intelligence with Microsoft Dynamics CRM and Power BI

  • Overview of Microsoft Power BI
  • Loading data from Microsoft Dynamics CRM and other sources with Power Query
  • Building Data Models in Power BI Desktop or Excel
  • Enriching Data Models
  • Authoring Reports in Power BI Desktop or Excel
  • Sharing Reports and building Dashboards using the Power BI website
  • Accessing Reports and Dashboards from Mobile Devices like iPhones and iPads

This 5-day course is intended for power users, consultants and key users of Microsoft Dynamics CRM. It provides the knowledge required to understand, implement and build custom no-code solutions with Microsoft Dynamics CRM. The first part covers the configuration of Organizations and its settings, working with business units, users and teams, implementing role-based security, multilingual user interface settings, currencies and exchange rates. The second part of the course covers all the customizations aspects of Microsoft Dynamics CRM. Students will learn how to create and work with solutions, create custom entities and attributes, design forms, views, charts and dashboards, add relationships and attribute mappings. Next you will learn how to automate business processes using Processes like Workflows, Dialogs and Business Process Flows. The last part of the course will cover how custom business reporting can be done by integrating the Microsoft Power BI stack with Dynamics CRM.

This 5-day course is intended for power users, consultants and key users new to Dynamics CRM 2015/2016. No prior knowledge of Dynamics CRM is necessary.

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  • Phone: +32 2 466 00 16
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  • Monday - Friday: 9:00 - 17:00
    Saturday - Sunday: Closed
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