Microsoft - Dynamics CRM 2016 Customisation and Configuration

Lehrplan

Im Dynamics CRM 2016 Customisation and Configuration Kurs behandeln Sie folgende Inhalte:

Configure Microsoft Dynamics CRM (25%)

• Configure Dynamics CRM settings
• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
• Manage Dynamics CRM security
• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy

Manage and implement Microsoft Dynamics CRM entities, entity relationships, and fields (27%)

• Manage Dynamics CRM entities
• Manage entity ownership; manage entity properties; understand system and custom entities
• Configure field customisations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
• Implement entity relationships
• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Create and manage Microsoft Dynamics CRM solutions, forms, views, and visualisations (24%)

• Create and manage Dynamics CRM solutions
• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
• Customise Dynamics CRM forms
• Understand the form structure; build a form; use specialised form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customisations and mobile clients
• Implement Dynamics CRM views and visualisations
• Understand view types; manage system, public, and personal views; create, modify, and delete views; customise views; customise charts; customise dashboards; use themes

Implement business rules, workflows, and business process flows (24%)

• Implement and manage business rules
• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
• Implement and manage workflows, dialogs, and custom actions
• Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
• Implement and manage business process flows
• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows