Management
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Microsoft Dynamics 365 Customer Engagement (CRM): Customization and Configuration

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Course Features

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Duration

174 minutes

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Delivery Method

Online

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Available on

Downloadable Courses

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Accessibility

Desktop, Laptop

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Language

English

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Subtitles

English

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Level

Beginner

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Teaching Type

Self Paced

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Video Content

174 minutes

Course Description

Companies need to find innovative ways to engage customers and attract new customers. Dynamics 365 Customer Engagement helps you do just that. Although the platform is powerful out-of-the box, what if you want to modify or extend it to fit your business' needs? This course, Microsoft Dynamics 365 Customer engagement (CRM), teaches you how to customize and configure the system to meet your needs. You'll first learn how to customize and create your data schema including entities, fields and relationships. You'll then learn how to customize the UI, including creating charts and dashboards and updating views and forms. You'll also learn about the processes, users and security that go on behind the scenes. After the course is over, you will have a solid understanding of how to optimize Dynamics 365 Customer Engagement through configuration and customization.

Course Overview

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International Faculty

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Post Course Interactions

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Hands-On Training,Instructor-Moderated Discussions

Skills You Will Gain

What You Will Learn

Finally, you’ll discover what happens behind the scenes with processes, users, security, and configuration settings

First, you’ll learn how to create and customize your data schema, including entities, fields, and relationships

Next, you’ll explore ways to customize the UI—updating forms and views, creating charts and dashboards, and basic styling and branding

When you’re finished with the course, you’ll have a foundational understanding of how to maximize Dynamics 365 Customer Engagement through customization and configuration

You'll learn how to get started with customizing and configuring the system to fit your specific needs

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