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Dynamics CRM Comprehensive training course

Learn to use, customise, configure & extend the amazing features of Dynamics CRM 365

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

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JBI training course London UK

Opportunity Management
Sales Management
Analysis, Reporting, and Goals
Customizing Entities
Customizing Forms
Customizing Charts and Dashboards
Business Processes
Intro to Extending Dynamics CRM
Form Event Scripting
Extending the UI with Web Resources
Custom Workflow Activities

Application in Microsoft Dynamics CRM - 1 Day

Lead Management
Opportunity Management
Product Catalog
Sales Management
Transaction Processing
Marketing Management
Case Management
Knowledge Base
Queue Management
Service Scheduling Scenarios
Analysis, Reporting, and Goals

Customization and Configuration in Microsoft Dynamics CRM - 2 Day


Customizing Entities
Customizing Fields
Managing Relationships
Customizing Forms
Business Rules
Customizing Views
Customizing Charts and Dashboards
Additional Security Options
Business Processes

Extending Microsoft Dynamics CRM Online and On Premise - 2 Days

Intro to Extending Dynamics CRM
Navigation and Commanding
Form Event Scripting
Extending the UI with Web Resources
Using the Organization Service
Querying Data with the Organization Service
Using the REST OData Endpoint
Plug-ins
Custom Workflow Activities

JBI training course London UK

Office Users for the first two modules. Developers with .NET and Javascript skills for those looking at extending features module.

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

JBI training course London UK
 
Top 20 "Pain Points" for Data Analysts
 

Problem 11 : You have a very complex Excel spreadsheet and you want to reproduce EXACTLY the same spreadsheet in Power BI
Solution: Power BI is not Excel, it works differently and it has different strengths. In order to tackle this issue the best way is going back to the source and try to...

All 20 points are in our latest Newsletter - Delivered directly to your inbox



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