4.15 out of 5
27 reviews on Udemy

Customizing and Administering Microsoft Dynamics CRM

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your business
Packt Publishing
124 students enrolled
English [Auto]
Get to know the concepts of customization and administration
Know how to decide which business process option to choose from of the various available ones, and when
Understand security concepts to ensure the right people have access to the right data
Visualize CRM data with customized dashboards, charts, and views
Change the look and feel of the CRM and make it more personalized for your organization
Customize features that are available for mobile and tablet clients
Get an introduction to the xRM platform and see how to extend the CRM capabilities with it
Resources to help you keep the learning mode always on

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. 

About the Author :

Piyush Paliwal has worked as  a Microsoft Dynamics CRM consultant for more than half a decade and has  been associated with Microsoft for a few years now. During this time  frame, he helped various customers manage their sales pipeline by  bringing their business processes into Dynamics CRM or Dynamics 365,  which is what we have today. In his free time, he usually goes for a  drive or swims. 

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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4 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion
Customizing and Administering Microsoft Dynamics CRM
$138.98 $109


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