Highlights
Opportunity Management
Sales Management
Analysis, Reporting, and Goals
Customizing Entities
Customizing Forms
Customizing Charts and Dashboards
Business Processes
Intro to Extending Dynamics CRM
Form Event Scripting
Extending the UI with Web Resources
Custom Workflow Activities
Course Details
Application in Microsoft Dynamics CRM - 1 Day
Lead Management
Opportunity Management
Product Catalog
Sales Management
Transaction Processing
Marketing Management
Case Management
Knowledge Base
Queue Management
Service Scheduling Scenarios
Analysis, Reporting, and Goals
Customization and Configuration in Microsoft Dynamics CRM - 2 Day
Customizing Entities
Customizing Fields
Managing Relationships
Customizing Forms
Business Rules
Customizing Views
Customizing Charts and Dashboards
Additional Security Options
Business Processes
Extending Microsoft Dynamics CRM Online and On Premise - 2 Days
Intro to Extending Dynamics CRM
Navigation and Commanding
Form Event Scripting
Extending the UI with Web Resources
Using the Organization Service
Querying Data with the Organization Service
Using the REST OData Endpoint
Plug-ins
Custom Workflow Activities
Who should attend
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Our teams varied widely in terms of experience and the Instructor handled this particularly well - very impressive”
Brian F, Team Lead, RBS, Data Analysis Course, 20 April 2022
