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Using Ribbon Workbench in CRM

Using Ribbon WorkbenchOnce CRM has been in use for a while, users often want to make it less ‘clicky’. Since Microsoft Dynamics CRM 2013 came out, the ‘clickiness’ has reduced, but further removing clicks can improve user adoption of your solution.  Ribbon Workbench is the tool to enable changes to the ribbon without having to edit the XML code directly.

At the end of this course, you have:

  • An understanding of where the CRM ribbon can be changed
  • The ability to edit, add and remove buttons on the CRM ribbon
  • The skill to give a button a more business relevant label

 

 

 

 

 

Target Audience for Using Ribbon Workbench in CRM

  • People wanting to make changes to buttons and ribbons in CRM to improve the user experience

Course prerequisites for Using Ribbon Workbench in CRM

Participants on the ‘Using Ribbon Workbench’ course should be very comfortable with configuring CRM (equivalent to the skills gained on Configuration of CRM) and working with workflows and dialogs as achieved with the Introduction to Automation using Processes in Microsoft CRM course.

Course length

A half day

upcoming dates for Ribbon Workbench training

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

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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.