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You’ll be introduced to Dynamics CRM 2016 and learn how to configure and customise Dynamics CRM On-Premise and Dynamics CRM Online.
On this Microsoft Dynamics CRM 2016 course you’ll focus on customising Microsoft CRM to meet business needs. You’ll also gain an understanding of the following Dynamics CRM 2016 topics:
This course provides tools and techniques to configure and customise Dynamics CRM Online 2016 and Dynamics CRM 2016 On Premise to meet business requirements. The course begins with an overview of Microsoft Dynamics CRM 2016 architecture and the different ways in which Dynamics CRM can be customised.
The course explains how to create custom entities and to edit existing entities. This covers all the entity properties and how these affect the functionality available and the user interface. The course then explores how to create new fields and edit existing fields. This includes all the options available for fields and how this affects the data. Calculated and Rollup fields are explained with their capabilities and deficiencies. How Option Sets work is then explained along with showing how Status Reason options can be amended and also how status reason transitions are enforced.
1:N and N:N relationships concepts are explained and how to create those new relationships are covered. Cascade behaviours and mappings are explained. Connections are then demonstrated as an alternative to relationships. Security is a major topic. The course looks at how Business Units and the security model can be used to segment data and control access to data and functionality by users. Ways to extend the security model by use of teams and hierarchies are covered.
The course then goes on to show how to amend the major user interface components; forms and views. We look at the different form types and how these can be customised. Business Rules are a way of amending the fields on forms at runtime and applying a level of validation. How Business Rules are created and how they apply is explained.
Processes are an important method of customising Dynamics CRM. The different types of process (Workflows, Dialogs, Actions and Business Process Flows) and how they are created, edited and initiated are explained along with their users and limitations. Business Process Flows are examined in more detail as to how they can be used in managing the lifecycle of a business process and its data. The course looks how Business Process Flows can be used with Business Rules and other customisiation techniques to deliver business solutions. As well as managing the creation and editing of data, a major requirement if a CRM system is to enable users to focus on their data. The course looks at the creation of charts and dashboards to enable users to manage their data. The course will look at alternative reporting options such as SQL Reporting Services, Excel including the new Excel and Word Templates, and Power BI.
A review of System Settings is included as these affect the functionality and options available to users. Mobile Apps will be the main user interface in Dynamics CRM going forwards and the course covers how to design forms for the mobile clients. We explain the rules a customiser must follow and also explain the new controls available for the mobile apps.
The course concludes with how to manage your application lifecycle through solutions. The course discussed the use and impact of both unmanaged and managed solutions and how ISVs can use managed solutions to protect their intellectual property. We will discuss the new patch functionality in Dynamics CRM 2016 and explain how this can be used by ISVs and by end user organisations. A non-trivial case study will be used throughout to demonstrate how to design and build a solution to meet business needs.
You'll sit the following exam at the Firebrand Training Centre, covered by your Certification Guarantee:
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Firebrand Training erbjuder en ambitiös utbildningsmiljö som förutsätter att du verkligen dedikerar dig till kursen. Ovanstående förkunskaper är endast vägledande, många deltagare med mindre erfarenhet men med en annan bakgrund eller kunskap har framgångsrikt genomfört sin utbildning hos Firebrand Training.
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Här är Firebrand Training recension avsnittet. Sedan 2001 har vi utbildat exakt 134.561 studenter och proffs och bett dem alla att recensera vår Accelerated Learning. För närvarande har, 95,63% sagt att Firebrand överträffade deras förväntningar.
Läs recensioner från avslutade accelereradekurser nedan eller besök Firebrand Stories för skriftliga och videointervjuer med våra tidigare alumni.
"If you are prepared to attend an intense training course, Firebrand is for you. After 3 days of training, I gained a huge amount of knowledge.
Just be ready to learn! And take your skills to the next level."
Mark Cunningham, Capgemini. (16/5/2017 (Tisdag) till 19/5/2017 (Fredag))
"Firebrand provides great training with brilliant instructors. The course was enjoyable and the resources I had access to were fantastic"
Azimuth Jenkins, Capgemini. (16/5/2017 (Tisdag) till 19/5/2017 (Fredag))
"Very intense course, but very enjoyable. I met some great people, including our instructor and learned a great amount in a short time. Facilities are fantastic, food amazing. Overall a thumbs up! "
Kay Duddy, SSAFA. (14/11/2016 (Måndag) till 17/11/2016 (Torsdag))
"The Firebrand training was excellent, with a knowledgeable tutor who was able to share his experience in a highly interactive classroom environment.
I have come away from the training with a lot more experience and knowledge that I can apply in my workplace"
Ryan Maclean, Oil & Gas UK. (14/11/2016 (Måndag) till 17/11/2016 (Torsdag))
"If you are prepared to attend an intense training course, Firebrand is for you. After 3 days of training, I gained a huge amount of knowledge.
Just be ready to learn! And take your skills to the next level."
Mark Cunningham, Capgemini. (16/5/2017 (Tisdag) till 19/5/2017 (Fredag))
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