Customization, Relationships, & Roles

Microsoft Dynamics CRM 2013    |    Intermediate
  • 8 videos | 51m 27s
  • Includes Assessment
  • Earns a Badge
Rating 4.6 of 8 users Rating 4.6 of 8 users (8)
Microsoft Dynamics CRM 2013 integrates with SharePoint for enhanced collaboration and management facilities. Discover how to customize entities and fields, manage relationships, work with custom activities, and work with roles.

WHAT YOU WILL LEARN

  • Manage customizations by grouping them into solutions
    Export, import, and publish solutions
    Plan, create, and customize entities
    Add custom fields and entity lookups to entities
  • Create relationships between entities
    Create a custom activity type
    Create custom connection roles to use when setting up connections
    Create and manage option sets that can be shared across entities

IN THIS COURSE

  • 6m 44s
    Learn how to manage customizations by grouping them into solutions. FREE ACCESS
  • 6m 32s
    Find out how to export, import, and publish solutions. FREE ACCESS
  • Locked
    3.  Entity Customization
    5m 56s
    In this video, you will learn how to plan, create, and customize entities. FREE ACCESS
  • Locked
    4.  Field Customization
    8m 11s
    In this video, learn how to add custom fields and entity lookups to entities. FREE ACCESS
  • Locked
    5.  Managing Relationships
    8m 2s
    In this video, you will learn how to create relationships between entities. FREE ACCESS
  • Locked
    6.  Create Custom Activity
    6m 34s
    Learn how to create a custom activity type. FREE ACCESS
  • Locked
    7.  Connection Roles
    3m 35s
    In this video, you will learn how to create custom connection roles to use when setting up connections. FREE ACCESS
  • Locked
    8.  Global Option Sets
    5m 54s
    In this video, you will learn how to create and manage option sets that can be used with multiple entities. FREE ACCESS

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