Customizing and Administering Microsoft Dynamics CRM
A definitive guide to customizing and extending Dynamics CRM for your business
Created by Piyush Paliwal
Learn how to tailor Microsoft Dynamics CRM to fit your business needs by creating custom entities, building user-friendly forms, and setting up business processes. Explore ways to manage data quality, control user access, and optimize the system for both desktop and mobile use.
Packt | Jan 2019 | 223 min
What You Will Learn
You will work hands-on with the CRM tools to customize entities, forms, and processes. Step-by-step demonstrations guide you through setting up security, business rules, and user access. Practical tips and best practices are shared throughout to help you avoid common pitfalls and ensure smooth administration.
Key Features
- Create custom entities and forms to streamline data management for your team
- Set up business rules, validations, and security to protect and organize your data
- Configure mobile access and guided help to support users wherever they work
Target Audience
Ideal for IT professionals, CRM administrators, or business analysts with basic Dynamics CRM experience. If you want to deepen your technical skills, improve data management, and customize CRM for your organization, this course will help you reach those goals.
