MyPage is a personalized page based on your interests.The page is customized to help you to find content that matters you the most.

I'm not curious

No Code XRM Development

Course Summary

In this course, you will explore the various out of the box aspects of Dynamics CRM that allow users to make it their own. The course covers creating and changing system and custom entities, customizing with security roles to grant or limit access, the va

  • +

    Course Syllabus

    ● Overview
        ◦ Introduction
        ◦ Take a Look Around CRM
        ◦ CRM Forms, Module Summary
    ● Custom Entities
        ◦ Introduction to Custom Entities
        ◦ Demo: Finding the Default Solution
        ◦ Demo: Default solution entities
        ◦ Repaving System Entities
        ◦ Demo: Contact Entity
        ◦ Demo: Customizing the Contact Entity
        ◦ Making Custom entities, Field Types, Views and Forms
        ◦ Demo: Creating a New Entity
        ◦ Demo: New Entity Views
        ◦ Demo: New Entity Record Creation
        ◦ Demo: Changing an Entity View
        ◦ Important Entity Information
    ● Security Roles
        ◦ Introduction to Customizing With Security Roles
        ◦ Demo: Security Roles
        ◦ Making Security Roles
        ◦ Demo: Customizing Security Roles and Access
        ◦ Demo: Create New Security Role
        ◦ Role-based Forms and Field Level Security
        ◦ Demo: Creating a New Form With Assigned Security Roles
        ◦ Demo: View the New Role-based Form
        ◦ Security Roles and User Experience
    ● Reporting
        ◦ Introduction to Reporting, Including Charts and Dashboards
        ◦ Demo: Creating a Personal View
        ◦ Charts and Dashboards
        ◦ Demo: Exploring charts and Dashboards
        ◦ Demo: Building Charts
        ◦ Demo: Creating Dashboards
        ◦ Reports
        ◦ Demo: Running Reports
        ◦ Demo: Creating a Custom Report
        ◦ External Options; Fetch XML, SSRS, Data Warehousing
    ● Workflows
        ◦ Introduction to Workflows
        ◦ Demo: Creating a New Workflow
        ◦ Demo: Workflow to Assign Opportunities to Users
        ◦ Summary
    ● Dialogs in Dynamics CRM
        ◦ Introduction to Dialogs
        ◦ Demo: Using and Building Dialogs
        ◦ Demo: Parent-child Processes in Dialogs
        ◦ Summary


Course Fee:
USD 29

Course Type:


Course Status:



1 - 4 hours / week

This course is listed under Development & Implementations and Enterprise Applications Community

Attended this course?

Back to Top

Awards & Accolades for MyTechLogy
Winner of
Top 100 Asia
Finalist at SiTF Awards 2014 under the category Best Social & Community Product
Finalist at HR Vendor of the Year 2015 Awards under the category Best Learning Management System
Finalist at HR Vendor of the Year 2015 Awards under the category Best Talent Management Software
Hidden Image Url

Back to Top