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Skills Expanded

No Code XRM Development

by Julie Yack

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

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 ( ), 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

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