Making CRM fit your business processes is essential for user adoption. So, configuration is part of almost all CRM projects. Microsoft Dynamics CRM is a highly configurable technology – however, there are good ways, and less good ways, of solving any particular business challenge. Knowing the range of possible options, and being able to decide which is the best for any given situation, taking into consideration your range of users and the reason for the change, will help to ensure that your CRM maintains user adoption.
This three day hands-on course is for people who want to understand how to make changes to CRM so it better suits their business processes. This course will show you the options available to you and show you why each is appropriate (or not) as well as how to use them. This course does not cover coding.
This course is available for Microsoft Dynamics CRM 2015 and CRM 2016, Dynamics 365 Online and on-premise, although it will also be useful for people using Microsoft Dynamics CRM 2013.
At the end of this course, you have:
This course covers the skills required to configure your instance of CRM. It provides the knowledge to understand which of the configuration options is the best for a particular requirement and why each should be used.
Creating a Security Role
Adding entities to a solution
Creating custom entities
Different types of Entities in CRM
Creating a user owned non-activity custom entity
Creating an organisation owned non-activity custom entity
Creating an activity custom entity
Looking at Primary Fields
Renaming an existing entity
Different types of fields in CRM
Creating new fields
Status and Status Reason fields
Looking at existing relationships
Understanding Relationship Behaviour
Creating a One to Many relationship
Becoming familiar with views
Configuring the columns that appear in a view
Including data from parent entities in a view
Anatomy of a form
Adding a fields of various types to a form
Modifying the form layout
Using subgrids on a form
Configuring a Social Pane
Changing the form header
Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these. Our focus is wholly CRM, and particularly Microsoft Dynamics CRM. We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical support and CRM training.