No Code XRM Development
This course introduces you to the out of the box customizations available in Dynamics CRM. Topics covered include entities, security, reporting, and processes.
What you'll learn
In this course, you will explore the various out of the box aspects of Dynamics CRM that allow users to make it their own. The course covers creating and changing system and custom entities, customizing with security roles to grant or limit access, the various reporting options avaialable, including charts, views and custom reports, and the creation of dialog and workflow processes.
Table of contents
- Introduction to Custom Entities 3m
- Demo: Finding the Default Solution 0m
- Demo: Default solution entities 1m
- Repaving System Entities 3m
- Demo: Contact Entity 1m
- Demo: Customizing the Contact Entity 4m
- Making Custom entities, Field Types, Views and Forms 4m
- Demo: Creating a New Entity 3m
- Demo: New Entity Views 5m
- Demo: New Entity Record Creation 1m
- Demo: Changing an Entity View 2m
- Important Entity Information 3m
- Introduction to Customizing With Security Roles 5m
- Demo: Security Roles 3m
- Making Security Roles 3m
- Demo: Customizing Security Roles and Access 6m
- Demo: Create New Security Role 3m
- Role-based Forms and Field Level Security 2m
- Demo: Creating a New Form With Assigned Security Roles 3m
- Demo: View the New Role-based Form 1m
- Security Roles and User Experience 2m
- Introduction to Reporting, Including Charts and Dashboards 3m
- Demo: Creating a Personal View 5m
- Charts and Dashboards 1m
- Demo: Exploring charts and Dashboards 2m
- Demo: Building Charts 2m
- Demo: Creating Dashboards 3m
- Reports 1m
- Demo: Running Reports 1m
- Demo: Creating a Custom Report 4m
- External Options; Fetch XML, SSRS, Data Warehousing 2m
About the author
Julie Yack is a Founding Partner of Colorado Technology Consultants, based in Colorado Springs. She is equally proud of her MBA and being named a Dynamics CRM MVP by Microsoft. Julie’s authored or edited several books on business and technology topics and is a frequent conference speaker. Julie is the co-founder and leader of xRMVirtual (www.xrmvirtual.com ), a global user group focused on the education of CRM developers of all skill levels. She loves to travel and having been to all other con... more