Note: The September course is now full. If you would like to register your interest for a future Codec 3-Day Dynamics 365 CRM Customisation Training Course please complete the form to the right.
Dates: Wed 26th to Fri 28th September 2018
Time: 9.00AM - 5.00PM
Meals: Morning coffee & pastries and full lunch provided
Price: €1,000 per head
Parking is available
This 3-day course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised needs of your business. The topics covered include: security, creation and configuration of entities, design of forms, views and charts, auditing and solutions. The course describes how each topic relates to the other topics to produce a full configured, effective solution.
This course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage. A working knowledge of Dynamics 365 for CRM would be helpful before attending this course.
We intend to have attendees from various sectors, so this is a great opportunity for your team to chat to peers about their use of Dynamics CRM.
1. Introduction to Customising Microsoft Dynamics 365 for CRM
2. Building a Security Model in Microsoft Dynamics 365 for CRM
3. Customising Entities
4. Customising Fields
5. Managing Relationships
6. Customising Forms
7. Configuring Business Rules
8. Customizing Views
9. Customizing Charts and Dashboards
10. Additional Security Options
11. Business Process Flows
if you are interested in attending this 3-day course please complete the form on the right hand side of the page.