Microsoft Dynamics CRM Customisation & Config

The complete guid to learning how to build & customise Dynamics CRM
3.7 (34 ratings) Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
801 students enrolled
Instructed by Brett Hargreaves Business / Other
$19
$95
80% off
Take This Course
  • Lectures 19
  • Length 2.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 2/2015 English

Course Description

Learn how to completely Customise Microsoft Dynamics CRM Online or On Premise using just your web browser - no coding tools required!

Here's what some of my students have been saying:

'Good course to get your feet wet in customizing CRM Dynamics.'

'Extremely Valuable - Prepares You for Exam(s)'

'I've been looking for a CRM course to help me pass the Microsoft exam - and at last I've found one (and a great one at that! ;-) )'

'The demo's do a great job of walking through the different areas of customizing CRM - and I now feel a lot more confident!'

Follows the MB2-703 Exam requirements to give you everything you need to ACE the exam!

Microsoft Dynamics CRM is growing fast! 2015 is expecting to be a huge year for Microsoft's flagship services - of which CRM is one of them - with sales growth expected in the $billions.

Demand for developers who know how to configure and customise Dynamics CRM is at an all time high, with US contract rates around $90 an hour and UK rates around £50 and hour.

CRM Online also paves the way for small business to setup specialising as Dynamics 'consultancy houses' - and Microsoft themselves are pushing for MORE partners!

CRM Online can be configured from anywhere in the world, creating exciting opportunities for partners wherever they are based.

So start your journey to becoming an CRM expert!

This course will prepare you for the MB2-703 Microsoft exam - and covers the following topics:

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

What are the requirements?

  • A working knowledge of Dynamics CRM 2011/2013/2015 is advatageous but not required.
  • Basic understanding of MS SQL and relational databases.
  • An internal copy of Dynamics CRM 2013/2015 or Dynamics Online (Trial version will be OK)

What am I going to get from this course?

  • Be prepared for the MB2-703 Dynamics Exam
  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

What is the target audience?

  • IT Professionals or developers who want to be able to customise Microsoft Dynamics CRM.
  • IT Professionals who want to take the official Microsoft MB2-703 Exam

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
01:58

Why do bother with Dynamics at all?

01:56

How to get the Dynamics online trial - for free!

Section 2: Solutions
12:29

WARNING! This lecture is very heavy theory with little visualisation.

If you just want to learn how to use Dynamics CRM you can skip this lecture - however if you are wanting to pass the exam then I'm afraid you're in for the long haul!

05:03

Hands on walkthrough creating your first Solution

6 pages

Exam revision 'Cheat sheet'

06:25

WARNING! This lecture is very heavy theory with little visualisation.

If you just want to learn how to use Dynamics CRM you can skip this lecture - however if you are wanting to pass the exam then I'm afraid you're in for the long haul!

3 pages

Exam revision 'Cheat sheet'

03:03

A quick walkthrough of entities

Solutions
1 question
Section 3: The Security Model
03:46

Identify how business units form the organisational hierarchy

06:56

How security roles are used to control access to records and forms

08:16

How teams and users help create the security model

Security
2 questions
Section 4: Entities
08:45

Create custom entities and learn the different types of entities

Section 5: Fields
16:43

Learn about different field types and how to manage the different options

Section 6: Relationships
12:05

Learn about the different types of relationships between entities and how to control them

04:36

How to use Field Mappings and Connections to simplify the user experience.

Section 7: Forms
21:09

Learn about the structure of forms and how to create and edit them.

07:43

Learn about special types of forms such as Quick Create and Quick View

Section 8: Business Rules
05:31

Learning about Business Rules and how they can provide dynamics actions without writing any code

Section 9: Wrapping it Up
02:38

Recap of what we have learnt and where you can go from here,

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Brett Hargreaves, Professional Software Developer and Teacher

Hi! I'm Brett and I live in a quiet little town in the North of England.

I've worked in IT for over 15 years as a developer and architect and I've been programming since I was 10. I've worked as a freelancer and as a consultant for small companies and some of the worlds largest IT providers - including Fujitsu, Cap Gemini and Capita.

In that time I've worked with a range of development tools from BASIC to PASCAL, Visual Basic, C#, Swift, Java, ASP and ASP.NET. I've built solutions with pure code, Dynamics CRM and Sharepoint - I certainly don't get bored!

I love learning new technologies, and more recently I'm enjoying sharing that knowledge through books, blogs and of course training courses.

For me learning is a lifelong pursuit - and I hope you'll join me on my journey!

Ready to start learning?
Take This Course