Microsoft Dynamics CRM Customisation & Config

Learn to customize Microsoft Dynamics CRM Online or On-Premise without coding. Prepare for the MB2-703 exam with our comprehensive course.

  • Overview
  • Curriculum
  • Instructor
  • Review

Brief Summary

This course is your go-to guide for learning how to customize Microsoft Dynamics CRM without any coding. It prepares you for the MB2-703 exam, teaching you all the essentials to create business structures and enhance user experiences.

Key Points

  • Completely customize Microsoft Dynamics CRM Online or On Premise using just a web browser.
  • Course aligns with MB2-703 Exam requirements for Microsoft certification.
  • Learn to create and configure business units, security roles, and custom entities.
  • Design and implement views, charts, and forms for effective data visualization.
  • Gain skills that meet the high demand for CRM developers.

Learning Outcomes

  • Understand the principles of customizing Microsoft Dynamics CRM.
  • Create and manage users, teams, and data structures effectively.
  • Design compelling views, charts, and forms to aid users.
  • Implement business rules to streamline processes.
  • Be ready to ace the MB2-703 Microsoft exam!

About This Course

The complete guid to learning how to build & customise Dynamics CRM

Learn how to completely Customise Microsoft Dynamics CRM Online or On Premise using just your web browser - no coding tools required!

Here's what some of my students have been saying:

'Good course to get your feet wet in customizing CRM Dynamics.'

'Extremely Valuable - Prepares You for Exam(s)'

'I've been looking for a CRM course to help me pass the Microsoft exam - and at last I've found one (and a great one at that! ;-) )'

'The demo's do a great job of walking through the different areas of customizing CRM - and I now feel a lot more confident!'

Follows the MB2-703 Exam requirements to give you everything you need to ACE the exam!

Microsoft Dynamics CRM is growing fast! 2015 is expecting to be a huge year for Microsoft's flagship services - of which CRM is one of them - with sales growth expected in the $billions.

Demand for developers who know how to configure and customise Dynamics CRM is at an all time high, with US contract rates around $90 an hour and UK rates around ÂŁ50 and hour.

CRM Online also paves the way for small business to setup specialising as Dynamics 'consultancy houses' - and Microsoft themselves are pushing for MORE partners!

CRM Online can be configured from anywhere in the world, creating exciting opportunities for partners wherever they are based.

So start your journey to becoming an CRM expert!

This course will prepare you for the MB2-703 Microsoft exam - and covers the following topics:

  • Design and implement strategies for the creation of Business Units and Security Roles

  • Configure Microsoft Dynamics CRM Users and Teams

  • Describe the principles of customizing the system

  • Create and configure fields for both custom and system entities

  • Create and configure custom entities, including standard and activity entities

  • Design, create and configure relationships between entities

  • Create and configure Views, Charts and Forms for both system and custom entities

  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM

  • Design, create and configure Solutions in Microsoft Dynamics CRM

  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

  • Be prepared for the MB2-703 Dynamics Exam

  • Design and implement strategies for the creation of Business Units and Security Roles

  • Configure Microsoft Dynamics CRM Users and Teams

Instructor

Profile photo of Brett Hargreaves
Brett Hargreaves

Hi! I'm Brett - I've worked in IT for over 15 years as a developer and architect and I've been programming since I was 10 years old. I've worked as a freelancer and as a consultant for some of the world’s largest IT providers - including Fujitsu, Cap Gemini and Capita. I have a wealth of experience that I am...

Review
4.9 course rating
4K ratings
ui-avatar of iLife Security
Ilife S.
3.0
4 years ago

Toca CRM muy por encima con ejemplos muy poco prácticos

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ui-avatar of Cindy Cruickshank
Cindy C.
5.0
4 years ago

Loving the course - Very interesting and easy to follow the instructor. :-)

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ui-avatar of Leo Fonseca
Leo F.
3.5
4 years ago

I think the right name for this course would be Basic or For Beginners.

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ui-avatar of Madhu Shree
Madhu S.
1.0
5 years ago

the explanation is of MS CRM version of 2013 ...not D365 latest version

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ui-avatar of Nagadeepthi Tholu
Nagadeepthi T.
4.0
5 years ago

This course gave a good insight on basics of CRM customization

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ui-avatar of Parveen sultana
Parveen S.
4.5
5 years ago

yes .

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ui-avatar of Anindita
Anindita
2.0
5 years ago

the voice is not clear and very monotonous, difficult to understand...also slide should have beter content

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ui-avatar of Swapnil Pawar
Swapnil P.
3.0
5 years ago

yes

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ui-avatar of Sally Kawira
Sally K.
5.0
5 years ago

it was a very good course if you are a beginner in CRM. I highly recommend it.

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ui-avatar of Jody Steger
Jody S.
4.0
5 years ago

I can see how this is relevant to a developer working for clients but I am implementing within our company, so this may not be as relevant to our situation. Would love to know what it takes for the system to consider something ACTIVE. Also, discussion on templates

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