by Piyush Paliwal | Publisher: Packt Publishing | Release Date: January 2019 | ISBN: 9781788299824

Discover the world of Dynamics CRM and learn how to customize and administer it to improve your businessAbout This VideoUnderstand data management in Dynamics CRM with custom entities, security, business processes, business rules, and validationsAn amazing guide to give you the right help with Dynamics CRM whenever you're looking for itCustomize what's available on mobile and tablet clientsIn Detail This course shows you how to create new entities that store various details for your business and build forms to ease up data management for users of the CRM. We also explore other features such as building new business processes, creating business rules, and validations to ensure that quality data is stored in the system.Moving on, we show you how to administrate the CRM by enabling user access, setting up data security, and doing other common configurations. We also show you how to provide a better help experience for users with guided help, and finally, we look at the various aspects of enabling customized processes for phones and businesses.While covering all of these topics, we'll also talk about the best practices you should follow to ensure great overall system performance.

1. Chapter 1 : Setting Up Dynamics 365 Organization
   • The Course Overview 00:02:46
   • Theming 00:08:03
   • Business Units 00:04:11
   • Define Regional Settings 00:06:58
2. Chapter 2 : Setting Up Users, Teams, and Security
   • Concepts of Security 00:03:11
   • Role-Based Security 00:15:40
   • Record-Based Security 00:08:49
   • Hierarchy Security 00:14:35
   • Field Security 00:07:12
3. Chapter 3 : Customize Your System
   • Essentials for Customization 00:04:47
   • Group Your Customizations with Solutions 00:15:34
   • Create Entities, Fields, and Relationships 00:23:29
   • Designing Forms for Organization 00:09:50
   • Designing Views and Dashboards 00:15:02
   • Decide How a System Behaves with Business Processes 00:12:52
   • Ensure Quality of Data with Business Rules 00:16:08
   • Make Sure No Duplicate Records Exist via Duplicate Detection 00:07:52
   • Maintain Uniqueness of Records via Alternate Keys 00:08:11
   • Visualize and Query Hierarchical Data 00:09:38
   • Build the Best-in-Class Learning Experience with Learning Path 00:16:48
   • Customize Dynamics 365 for Mobile and Tablets 00:12:13