Microsoft Dynamics 365 Customer Engagement (CRM): Customization and Configuration

Dynamics 365 Customer Engagement offers powerful functionality out-of-the-box, but what if you need to make changes? This course will guide you through how to get started, customizing, and configuring the system to fit your specific needs.
Course info
Level
Beginner
Updated
Feb 23, 2018
Duration
2h 55m
Table of contents
Description
Course info
Level
Beginner
Updated
Feb 23, 2018
Duration
2h 55m
Description

Today more than ever, companies need innovative and engaging ways to attract new customers and service existing customers. That’s what Dynamics 365 Customer Engagement is all about. The platform offers powerful functionality out-of-the-box, but what if you need to make changes or extend the platform to make it “just right” for your business? In this course, Microsoft Dynamics 365 Customer Engagement (CRM): Customization and Configuration, you'll learn how to get started with customizing and configuring the system to fit your specific needs. First, you’ll learn how to create and customize your data schema, including entities, fields, and relationships. Next, you’ll explore ways to customize the UI—updating forms and views, creating charts and dashboards, and basic styling and branding. Finally, you’ll discover what happens behind the scenes with processes, users, security, and configuration settings. When you’re finished with the course, you’ll have a foundational understanding of how to maximize Dynamics 365 Customer Engagement through customization and configuration.

About the author
About the author

Amber is a Microsoft Certified Trainer and Microsoft Certified Professional Developer with 15+ years experience working with and teaching Microsoft technologies. She also focuses on professional skills, bridging the gap between techies and non-techies. For her work as a training leader, Amber received Training magazine's 2013 Emerging Training Leader award.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi there, my name is Amber Israelsen, and welcome to my course, Microsoft Dynamics 365 Customer Engagement: Customization and Configuration. I've been a developer, author, and technical trainer for 15+ years, and I've noticed that today more than ever companies need innovative and engaging ways to attract new customers and service existing customers. That's what Dynamics 365 Customer Engagement is all about, and the platform offers powerful functionality out of the box, but what if you need to make changes or extend the platform to make it just right for your business? This course will guide you through how to get started with that, customizing and configuring the system to fit your specific needs. You'll learn how to create and customize your data schema, including entities, fields, and relationships. You'll also explore ways to customize the UI, updating forms and views, creating charts and dashboards, and seeing how to do basic styling and branding. You'll also get a look at what happens behind the scenes with processes, users, security, and configuration settings. When you're finished with the course, you'll have a foundational understanding of how to maximize Dynamics 365 Customer Engagement through customization and configuration. This course targets Dynamics 365 super users, customizers, developers, and IT ops professionals. The knowledge you'll gain in this course can be used as a foundation for future functional and technical training. Prior to watching this course, you should've watched my other course on Pluralsight called Microsoft Dynamics 365 Customer Engagement: Getting Started. I hope you'll join me on this journey in Microsoft Dynamics 365 Customer Engagement: Customization and Configuration at Pluralsight.