Once 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:
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.
A half day
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.