Book Image

Customizing and Administering Microsoft Dynamics CRM [Video]

By : Piyush Paliwal
Book Image

Customizing and Administering Microsoft Dynamics CRM [Video]

By: Piyush Paliwal

Overview of this book

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.
Table of Contents (3 chapters)
Chapter 3
Customize Your System
Content Locked
Section 4
Designing Forms for Organization
In this video, we’ll look at the process of designing forms, different types of forms, and where can we use all these different forms. - Understand all the form types available in CRM and where they are used - How to add/remove fields and relationships on form - Understand concepts of grouping fields with tabs and sections