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 1
Setting Up Dynamics 365 Organization
Content Locked
Section 2
Theming
This video showcases all the available theming options with Dynamics 365. By the end you should be able to upload your company logo and change the color scheme to match your company’s scheme. - Look at the default available themes - Customize themes and change colors of Dynamics 365 - Change logo of your organization