UDS Dynamics 365 & CRM 2016 Customization and Configuration online training

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Customization and Configuration

Online Course” font_container=”tag:h2|font_size:55|text_align:center|color:%23ffffff|line_height:1.1″ google_fonts=”font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal”][/vc_column_inner][vc_column_inner width=”1/6″][vc_empty_space height=”5px”][/vc_column_inner][/vc_row_inner][us_separator type=”invisible” size=”small”][vc_row_inner columns_type=”medium” css=”.vc_custom_1487776035022{background-color: rgba(12,12,12,0.46) !important;*background-color: rgb(12,12,12) !important;}”][vc_column_inner][vc_empty_space height=”20px”][contact-form-7 id=”7289″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row content_placement=”top” height=”small”][vc_column width=”2/3″][vc_column_text]

Course Outline

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Primary audience includes implementation consultants, technical support technicians, and system administrators. A working knowledge of Dynamics CRM features and functionality is required for the candidates, as well as a working knowledge of development, data structures and implementation.

[/vc_column_text][vc_tta_accordion toggle=”1″ title_tag=”h4″ c_icon=”triangle”][vc_tta_section title=”Module 1: Learn to Configure and Manage Microsoft Dynamics CRM” tab_id=”1482919735615-68c06915-097e”][vc_column_text]

  • Configuration of Dynamics CRM settings
    • Know how to configure auditing, document management and collaboration; configure business units; perform user management; configure email; manage teams
  • Management of Dynamics CRM security
    • Understand security roles and define permissions, privileges; easily configure access levels; configure and assign security roles; work with multiple security roles; manage security hierarchy and access

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Module 2: Learn to Manage and Implement Microsoft Dynamics CRM Entities, entity relationships and fields. ” tab_id=”1482919735689-cfc65fe9-4983″][vc_column_text]

  • Manage Dynamics CRM entities
    • Learn to manage entity ownership and entity properties; understand system and custom entities; learn to configure field customizations
    • Easily configure fields and field properties; use rollup fields and calculated fields; configure global option sets and field-level security; create alternate keys; understand status and status reasons
  • Implement Dynamics CRM entity relationships
    • Understand relationship types and cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Module 3 Learn to Create and Manage Microsoft Dynamics CRM Solutions, forms, views and visualizations:” tab_id=”1482919804443-06177bef-c998″][vc_column_text]

  • Create and Manage Dynamics CRM solutions
    • Deeply understand solution components and identify solution types; create managed and unmanaged solutions; easily configure publishers and versions; import and export solutions and work with multiple solutions;
  • Customize Dynamics CRM forms
    • Deeply understand the form structure; know how to build a form and learn to use specialized form components; work with navigation; use sub-grids and access teams; understand form types and use multiple forms; learn to implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations
    • Deeply understand different types of views; easily create, modify, customize and delete; customize charts and dashboards; learn to use themes

[/vc_column_text][/vc_tta_section][vc_tta_section indents=”none” title=”Module 4: Learn to Implement Business rules, workflows and business process flows in Microsoft Dynamics CRM” tab_id=”1482919836234-18765675-27c6″][vc_column_text]

  • Implement and Manage business rules in Microsoft Dynamics CRM
    • Deeply understand when to use business rules and how business rule scopes work; understand how business rules are triggered and how to configure them; how to configure conditions and actions
  • Implement and Manage workflows, custom actions, dialogs in Microsoft Dynamics CRM
    • Understand how to implement workflows; learn to identify workflow types; easily implement dialogs and custom actions; identify cases on when and how to use business process flows, custom actions and workflow dialogs
  • Implement and Manage business process flows in Microsoft Dynamics CRM
    • Understand and enable business process flows; learn to work with steps, stages, categories and multiple entities; implement role-driven business process flows; know how to use conditional branching;

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Roman Savran

Microsoft CRM Architect

11+ years of vast experience in planning, designing, implementing and supporting services on the Microsoft Dynamics CRM Platform, mainly in: building customized portals, integration with accounting systems and applications development. Successfully delivered and implemented more than 50+ complex software projects in different subject areas: from hotels and recreation industry to construction and development.

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Kirill Mikhaltsov

MS CRM Consultant & Project Manager

4+ years of professional experience in the field of Microsoft Dynamics implementation and integration. Coaching newcomers as Consultants of MS Dynamics CRM. Coordinating projects activities such as project planning, executing project plans within pre-set budgets and deadlines. Participation in designing of Microsoft Dynamic CRM project architecture and environments scheme.

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Our Certificates

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Student Reviews

[/vc_column_text][us_testimonial style=”4″ author=”Eric Hossmenaki” company=”ACC” img=”7490″]In my business I have been hearing and seeing about Dynamics 2016 customization but I truly don’t know how to play around it but I can always find my way around with the help of some professional friends. I had to take it upon myself to study how to customize system on my own. My trainer was a great man, who made the course thing fundamentally easy and more understandable to me.[/us_testimonial][vc_tta_accordion toggle=”1″ c_align=”center” title_tag=”p” c_icon=”triangle”][vc_tta_section indents=”none” title=”Read More” tab_id=”1483540935844-fcc47a4c-5fc6″][us_testimonial style=”4″ author=”Max Orlenko” company=”JTI” img=”7489″]Well-done modules and data delivery. Now I know exactly what and how to do. I definitely would be coming back in the future for my training needs. P.S. Special thanks to Kirill![/us_testimonial][us_separator size=”small” style=”dashed”][us_testimonial style=”4″ author=”Helen Aarin” company=”Elektra” img=”7488″]Thanks to Joshua Larinski who introduced me to UDS and thanks to UDS Consulting for not disappointing me. I loved the part about business rules.[/us_testimonial][us_separator size=”small” style=”dashed”][us_testimonial style=”4″ author=”Denis Orlenko” company=”KnowHow ” img=”7527″]Excellent. It took only 3 days to become PRO in MS Dynamics 2016 Configuration. This course made me a valued specialist in my company (it affected my salary). The price is really low for such kind of training, and it worth to invest. Looking forward to Developer training. Thanks.[/us_testimonial][vc_column_text]

Contact us for more reviews!

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