Customization, Relationships, & Roles
Microsoft Dynamics CRM 2013
| Intermediate
- 8 videos | 51m 27s
- Includes Assessment
- Earns a Badge
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
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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
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6m 44sLearn how to manage customizations by grouping them into solutions. FREE ACCESS
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6m 32sFind out how to export, import, and publish solutions. FREE ACCESS
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3. Entity Customization5m 56sIn this video, you will learn how to plan, create, and customize entities. FREE ACCESS
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4. Field Customization8m 11sIn this video, learn how to add custom fields and entity lookups to entities. FREE ACCESS
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5. Managing Relationships8m 2sIn this video, you will learn how to create relationships between entities. FREE ACCESS
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6. Create Custom Activity6m 34sLearn how to create a custom activity type. FREE ACCESS
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7. Connection Roles3m 35sIn this video, you will learn how to create custom connection roles to use when setting up connections. FREE ACCESS
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8. Global Option Sets5m 54sIn this video, you will learn how to create and manage option sets that can be used with multiple entities. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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