Whether you're a Dynamics CRM user, customizer, or developer, there are countless lessons you can learn. In this course, The 35 Things Everyone Needs to Know About Dynamics CRM, you'll see some of the most important ones. You'll start with some of the end-user experiences in CRM. Next, you'll go over the automation options in CRM, as well as learning how to increase your productivity by using Office 365 applications. Finally, you'll be introduced to some of the most important customizations in CRM. After completing this course, you'll better understand the basics and the possibilities enabled with Dynamics CRM.
Julie Yack is a founding partner of Colorado Technology Consultants and a Dynamics CRM MVP. She is very involved in community efforts helping with developer user groups, mentoring up and coming technologists and advocating on behalf of small technology businesses with legislators in Washington DC.
Course Overview Hi everyone. My name is Julie Yack and welcome to my course, The 35 Things Everyone Needs to Know About Dynamics CRM. I'm a consultant and trainer at Colorado Technology Consultants based in, you guessed it, Colorado. Why 35 things you ask? Well I started by making a list of what fundamentals did someone need to be comfortable using Dynamics CRM. Then I kept adding to the list because in order to be a good user of Dynamics CRM, you need to have an understanding of the available automation and customization. There is so much more than 35 things to learn about Dynamics CRM, but this is a great start to build that foundation you need. This course will get you up to speed on how to be a consumer of Dynamics CRM and the basics of automation and customization. You'll see how simple it is to configure dot Dynamics CRM to meet all of your needs. Some of the major topics that we will cover include how to be a productive user of Dynamics CRM, process automation in Dynamics CRM, use an office productivity options with Dynamics CRM, and introduction to customization principles for Dynamics CRM. By the end of this course you'll know how to be a productive CRM user and what options you have to customize and automate your CRM. Before beginning this course, you should be familiar with why you need a good CRM system in your business. We will assume that you already know these reasons so we will just cover the skills needed to use and begin customizing your Dynamics CRM tenant. No strategy or planning discussions here, just right into those actionable skills. I hope you'll join me on this journey to learn Dynamics CRM with The 35 Things Everyone Needs to Know About Dynamics CRM course at Pluralsight.
Working with Productivity Applications In this module we'll be working with productivity applications with dynamic CRM. We'll go through talking about export to Excel and Immersive Excel, we'll integrate with OneNote, and we'll both create and use a document template. Nothing really works in isolation and dynamic CRM is no different, all these things add to the user experience. Excel's been around in Dynamic CRM for a very long time but we've recently had some updates made available. So that export to Excel is available to us from our grid views, up in the top right, and we can click that and this also is available to us in our Advanced Find Results. Some options that we have include using Excel online, using dynamic pivot tables, different things of that nature. Let's go through and see a few ways we can export. Here we are looking at our active cases grid, and we're going to export to Excel. So from here, our choices are Open in Excel Online, have a static worksheet of the records from this page only, a dynamic worksheet, or a dynamic pivot table. What we want here is a static worksheet. We'll be prompted to open the file or save the file. And then here comes our Excel that has all of these that have been exported, you'll see that the columns here match the columns that were in the grid that we were looking at in Dynamic CRM, and so you could use this to give to potentially a stakeholder that isn't necessarily a CRM user if you have specific information that you'd like to share with them. If you want to have an export with different columns, make an advanced find and do the export from the results of that advanced find.