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 3
Create Entities, Fields, and Relationships
In this video, we’ll look at how to create or modify metadata by creating entities, its fields and relationships between two entities. - Understand creation of entities, fields and relationships - Understand different entity types, field types in CRM - Understand different relationship behaviors which helps in security modeling