Customizing Microsoft Dynamics 365 CRM using UI.
Customize using Entities, Forms, Views, Dashboards, Relationships, Workflows, BPF and Business Rules.
Dynamics 365 Customer Engagement (CE), popularly known as Dynamics CRM, is one of the leading CRM application in the market. The demand for Dynamics 365 CRM/CE developers and functional consultants is quite higher, and it’s even more with the release of latest version of the application, Dynamics 365.
This course focus on customization of Dynamics 365 CE using OOB components (out of the box) which will help developers, business analysts and functional consultants to customize the application for business requirements.
What you would learn
In this course you would learn about how to customize Dynamics 365 CRM application using OOB tools. That includes
- Dynamics 365 CRM entity model
- Customizing Entities
- Understanding Entity forms
- Customizing Forms
- Customizing Entity Attributes
- Customizing Entity Views and charts
- Customizing Entity Dashboards
- Entity relationships
- Business Process Flows
Who should attend
- Dynamics CRM developers
- Functional consultants
- Business analysts
Pre-requisites for the course
- Subscription of Dynamics 365 CRM account (FREE would work too)
- Basic functional knowledge on sales, service modules
- A PC and good internet connection
Detailed Course Contents
Chapter 1 - Intro to Customization in Dynamics 365 CRM.
Chapter 2 - Understanding Solution Concept
Chapter 3 - Understanding Dynamics 365 CRM Entity Model
Chapter 4 - Customizing Dynamics CRM Entities
Chapter 5 - Customizing Entity Forms
Chapter 6 - Customizing Entity Form Components
Chapter 7 - Customizing Entity Attributes
Chapter 8 - Customizing Entity Views and Charts
Chapter 9 - Customizing Entity Relationships
Chapter 10 - Implementing Business Rules
Chapter 11 - Understanding Process in Dynamics CE
Chapter 12 - Implementing Workflows for Automation
Chapter 13 - Dialogs for Interactive Process
Chapter 14 - Implementing Business Process Flows
Chapter 15 - Custom Entities using Actions
Firoz Muhammed is a Dynamics 365/PowerApps Coach, Architect and and corporate trainer (MCT). He has more than 12 years of experience in the IT industry into consulting, implementation and corporate training.
He carries experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CE, Power Platform. As part of his career he worked for companies such as HP, Capgemini, Wipro, Qatar Airways and Accenture.
Presently he is working as a Dynamics 365 CE architect at Magnifez Technologies and also handle corporate training assignments on Dynamics 365, PowerApps, Power Automate and related technologies.
He has trained more than 1200 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate companies such as IBM, Sony, Adobe, UST Global, Capgemini and many more.
He got his Dynamics 365 courses published on Udemy and D365 Academy. He likes to explore new technologies and like to share his knowledge through his coaching programs and video courses.
PreviewChapter 1 - Intro to Customization in Dynamics 365 CRM (18:41)
StartChapter 2 - Understanding Solution Concept (28:46)
StartChapter 3 - Understanding Dynamics CRM Entity Model (35:31)
StartChapter 4 - Customizing Dynamics CRM Entities (31:05)
StartChapter 5 - Customizing Entity Forms (20:54)
StartChapter 6 - Customizing Entity Form Components (24:05)
StartChapter 7 - Customizing Entity Attributes (47:02)
StartChapter 8 - Customizing Entity Views and Charts (27:05)
StartChapter 9 - Customizing Entity Relationships (47:00)
StartChapter 10 - Implementing Business Rules (27:57)
StartChapter 11 - Understanding Process in Dynamics CRM (17:13)
StartChapter 12 - Implementing Workflows for Automation (48:57)
PreviewChapter 13 - Dialogs for Interactive Process (15:27)
StartChapter 14 - Implementing Business Process Flows (39:22)
StartChapter 15 - Custom Entities using Actions (20:39)
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"This is an excellent course — definitely worth checking out!"
- John Doe, Co-Founder, Impressive Company