No Code XRM Development
Pluralsight
Course Summary
This course introduces you to the out of the box customizations available in Dynamics CRM. Topics covered include entities, security, reporting, and processes.
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Course Description
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 various reporting options avaialable, including charts, views and custom reports, and the creation of dialog and workflow processes.
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Course Syllabus
Overview- 23m 7s
—Introduction 5m 37s
—Take a Look Around CRM 12m 10s
—CRM Forms, Module Summary 5m 20sCustom Entities- 30m 49s
—Introduction to Custom Entities 3m 26s
—Demo: Finding the Default Solution 0m 21s
—Demo: Default solution entities 1m 10s
—Repaving System Entities 3m 22s
—Demo: Contact Entity 1m 19s
—Demo: Customizing the Contact Entity 3m 50s
—Making Custom entities, Field Types, Views and Forms 4m 6s
—Demo: Creating a New Entity 2m 35s
—Demo: New Entity Views 5m 23s
—Demo: New Entity Record Creation 0m 56s
—Demo: Changing an Entity View 1m 32s
—Important Entity Information 2m 49sSecurity Roles- 28m 1sReporting- 25m 17sWorkflows- 16m 5sDialogs in Dynamics CRM- 18m 25s
This course is listed under
Development & Implementations
and Enterprise Applications
Community
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