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OOB Customization in Microsoft Dynamics 365 CRM ( Part 2)
Section 1 - Course Overview
1.1 Course Overview (1:56)
1.2 What you will learn (3:18)
1.3 Target Audience (3:19)
1.5 Detailed Course Contents (4:21)
1.6 About the trainer (1:26)
Section 2 - Dynamics 365 CRM Customization Basics
2.1 What is Customization (4:16)
2.2 Why is Customization needed (4:30)
2.3 Types of Customization (4:29)
2.4 Privileges for Customization (5:44)
2.5 Customizing Metadata (5:02)
2.6 Supported Vs Un-supported Customization (5:57)
2.7 Section Summary (1:24)
Section 3 - Customizing 365 CRM UI using themes
3.1 Understanding Themes (3:01)
3.2 Accessing Themes (4:30)
3.3 System Vs Custom Themes (4:24)
3.4 Customizing Existing Themes (7:01)
3.5 Creating New Themes (6:58)
3.6 Operations on Themes (5:10)
3.7 Limitations of Themes (2:38)
3.8 Section summary (1:11)
Section 5 - Customizing Dynamics 365 CRM Entities
5.1 Understanding Entity Forms (5:35)
5.2 Types of Entity Forms (7:30)
5.4 Customizing Entity Forms (12:23)
5.5 Customzing Entity Form Elements (11:51)
5.3 Components of Forms (5:32)
5.6 Practise - Customizing Entity Forms (8:41)
5.7 Understanding Web Resources (4:23)
5.8 Creating Web Resources (5:21)
5.9 Configuring Web Resources on Forms (9:42)
5.10 Using IFrames on forms (3:19)
5.12 Understanding Form Navigation (4:52)
5.13 Configuring Form Navigation (6:19)
5.14 Using Sub-grids on forms (4:53)
5.15 Adding Sub grids on forms (6:51)
5.16 Section Summary (1:33)
Section 6 - Customizing CRM Entity Attributes
6.2 Entity Attribute Types (7:35)
6.3 Customizing Entity Attributes (6:21)
6.4 Creating New Attributes (7:06)
6.5 Practice - Creating New Attributes (12:54)
6.6 Calculated Fields (2:55)
6.7 Creating Calculated fields (10:18)
6.8 Understanding Roll-up Fields (4:38)
6.9 Creating Roll-up Fields (7:42)
6.10 Global OptionSet Attributes (4:14)
6.11 Configuring Global OptionSets (8:04)
6.12 Status and Status Reason Attributes (5:05)
6.13 Customizing Status Attributes (6:36)
6.14 Section Summary (1:49)
Section 7 - Customizing Entity Views
7.1 Understanding Views (3:30)
7.2 Types of Views (7:32)
7.3 Customizing Views (6:59)
7.7 Working with Personal Views (4:16)
7.8 Creating Personal Views (4:16)
7.9 Practice - Creating Personal Views (5:16)
7.10 Share and Assign Personal Views (2:42)
7.11 Practice - Share and Assign Personal Views (4:56)
7.12 Section Summary (1:11)
Section 8 - Customizing Entity Charts
8.1 Understanding Entity Charts (5:01)
8.2 Types of Charts (4:24)
8.3 Customizing System Charts (4:34)
8.4 Practice - Customizing System charts (4:36)
8.5 Creating System Charts (3:36)
8.6 Practice - Creating System Charts (5:51)
8.7 Understanding Personal Charts (3:47)
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2.6 Supported Vs Un-supported Customization
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