About this course

Course type Performance Plus
Course code QACRMCC
Duration 3 Days

This course is designed for both Administrators of a CRM system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM.

The Course will enable delegates, with some additional study, to take and pass exam MB2-716: Microsoft Dynamics CRM 2016 Customization and Configuration

Delegates will learn how to

  • Security Configuration and System Settings.
  • How to customise the system through the use of custom Solution layers.
  • How to create Business Process Flows and Business Rules.

Outline

  • Introduction
  • Security Model
  • Customisation of Entities
  • Creating and Customising Fields
  • Establishing Relationships
  • Creating and Customising Forms
  • Introduction to Business Rules
  • Creating, Maintaining and Customising Views
  • Chart and Dashboard Customisation
  • Additional Security Features in CRM
  • Creating Business Process Flows

Performance Plus

3 Days

Duration
Microsoft Dynamics
Delivery Method

Delivery method

Classroom

Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.