Customizing Microsoft Dynamics 365 Customer Engagement (CRM)
Customize Dynamics 365 for your business
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 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.
Chapter 1 - Intro to Customization in Dynamics 365 CRM.
What are the different ways to customize dynamics 365 customization using UI? Metadata changes using UI, different OOB tools to customize the application. Supported Vs Unsupported customization.
Chapter 2 - Understanding Solution Concept
This chapter talks about solution concept in detail. It explains about default solution, what is managed and un-managed solution. How to use solutions for your work.
Chapter 3 - Understanding Dynamics 365 CRM Entity Model
This chapter is focusing Dynamics 365 CRM entity model. What entity are and how entities are linked with one another. Different types of custom entities - Custom entity and custom activity entity. Will walk you through how to customize and create new entities.
By the end of the chapter you will be in a better position to understand different types of entities and how customize them.
Chapter 4 - Customizing Dynamics CRM Entities
Chapter 5 - Customizing Entity Forms
Different types of forms . Form editor. Create new forms, customize existing forms.Display order of forms, configure forms for different security roles. Different elements in the form, how to customize each part of the form.
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
The author of this course is Firoz Muhammed who is a Microsoft Certified Trainer(MCT), Dynamics 365 Architect and corporate trainer. He has more than 11 years of experience into 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 work life he worked for companies like 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 CE.
He has trained more than 1000 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate like IBM, Sony, Adobe, UST Global, Capgemini and many more. He likes to explore new technologies and like to share his knowledge thorough his training 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)