Microsoft Dynamics CRM Customisation & Config (Udemy.com)

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

Created by: Brett Hargreaves

Produced in 2015

icon
What you will learn

  • 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
  • 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

icon
Quality Score

Content Quality
/
Video Quality
/
Qualified Instructor
/
Course Pace
/
Course Depth & Coverage
/

Overall Score : 76 / 100

icon
Course Description

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 50 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 Who this course is for: IT Professionals or developers who want to be able to customise Microsoft Dynamics CRM.
IT Professionals who want to take the official Microsoft MB2-703 Exam

icon
Instructor Details

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 worlds largest IT providers - including Fujitsu, Cap Gemini and Capita. I have a wealth of experience that I am keen to share with new coders who have big dreams and plenty of ambition.
I've worked with a range of development tools from BASIC to PASCAL, Visual Basic, C#, Swift, Java, ASP and ASP.NET. I've built solutions with pure code, Dynamics CRM and Sharepoint - I certainly don't get bored.
I love learning new technologies, and more recently I'm enjoying sharing that knowledge through books, blogs and of course training courses. I really enjoy putting these materials together and hope that others can benefit from them in order to better themselves and become the developer they want to be.
For me learning is a lifelong pursuit - and I hope you'll join me on my journey!

icon
More courses by Brett Hargreaves

Complete ASP NET MVC Web Development - Newbie to Ninja!

$11.99

icon
More business courses

Scrum Master Certification Preparation & 240+ Prep Questions

$11.99

Scrum Master Certification Training & PSM1 Sample Exams

$11.99

Business Calculus Explained: An Online Course

$11.99

Start & Run a Successful Web Design Business in 2021

$11.99

Inspirational Leadership Skills

$11.99

Scrum Product Owner Certification Prep & 160+ Prep Questions

$11.99

icon
Reviews

3.8

91 total reviews

5 star 4 star 3 star 2 star 1 star
% Complete
% Complete
% Complete
% Complete
% Complete

By Leo Fonseca on 8/23/2020

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

By Nagadeepthi Tholu on 6/27/2020

This course gave a good insight on basics of CRM customization

By Madhu Shree on 6/1/2020

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

By Parveen sultana on 4/26/2020

yes .

By Anindita on 2/23/2020

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

By Sally Kawira on 2/21/2020

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

By Swapnil Pawar on 2/11/2020

yes

By Jody Steger on 2/11/2020

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

By Andreas Wolff on 11/23/2019

got a good overview on how dynamics is built and a few features it provides, but i would have appreciated a little more about best practices like when do you use mappings and when do you use lookups for example.

By Kasey Miller on 9/1/2019

This course helped me to learn a lot of basics in a short amount of time.

By Burt Wang on 5/18/2019

Should provide more slides, then just talking

By Aya on 5/13/2019

Good brief related to main configuration issues