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.