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Customizing Entities in Microsoft Dynamics 365 CRM
Rating: 4.2 out of 5(115 ratings)
4,578 students

Customizing Entities in Microsoft Dynamics 365 CRM

Out-of-the-box customization of Entities in Dynamics 365 CRM/ Customer Engagement.
Created byFiroz Muhammed | Microsoft Certified Trainer | Dynamics 365 Architect
Last updated 4/2021
English

What you'll learn

  • Understanding Dynamics 365 CRM Entity model
  • Learn the importance of entities.
  • Comparing system and Custom Entities
  • How to customize Entities in Microsoft Dynamics 365 CRM/ CE
  • How to create Custom Entities and Custom Activities

Course content

2 sections • 7 lectures • 44m total length

  • What is Customization4:16
  • Understanding Entity Model5:15

    Explore the entity model in Microsoft Dynamics 365 CRM, seeing how entities form classes and records, connect via relationships, and support customized business data across 400-plus entities.

  • Understanding Entities6:24

    Explore how entities drive the Microsoft Dynamics 365 customer engagement model and how to customize their forms, fields, and schemas using UI or code-based approaches within a solution.

Requirements

  • Basic Understanding of Dynamics 365 CRM/CE
  • Understanding of customization practices in Dynamics 365 CRM
  • Basic functional knowledge of Dynamics 365 for Sales, Customer Service

Description

Entities are the vital part of Dynamics 365 CRM application, which are use to model and design business data. There are 400+ entities in Dynamics 365 CRM application which you can customize for your business requirements.

You need to customize Microsoft Dynamics 365 CRM application often, and you can do that using OOB ( out of the box) features as well as using code.


This training course on Microsoft Dynamics 365 CRM customization will walk you through the basics of entities and how to customize them for business requirements. We will start the course with the basics of Dynamics 365 CRM entity model and then would proceed customizing entities and creating custom entities.


What you would learn from this course:

  1. Course Overview

  2. Dynamics 365 Customization basics

  3. Dynamics 365 CRM Entity model

  4. Entity basics and its components

  5. Configuring Entity properties

  6. Customizing Entities

  7. Creating custom entities


Who should Attend?

Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer but this course would make more sense if you are any of the following:

  • Dynamics CRM Consultants

  • Functional Consultants

  • QA Analysts/testers

  • Administrators

  • Software Architects

Job Opportunities for Dynamics 365 CE and PowerApps developers:

• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.


Pre-requisites to attend this course:

  • Basic Dynamics 365 CRM Knowledge

  • Configuration Knowledge

  • Basics CRM Expertise

  • Highly recommend to learn 'Dynamics 365 CRM + PowerApps developer course - Part 1

Who this course is for:

  • Dynamics 365 Consultants
  • Programmers
  • Developers
  • Students

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