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Customize Microsoft Dynamics 365 Customer Engagement ( CRM )

Customize Dynamics 365 for your business

Dynamics 365 Customer Engagement ( CE), popularly known as Dynamics CRM, is one of the leading CRM application in the market. The demand for Dynamics 365 CE developers and functional consultants are quite higher, and its even more with the release of latest version of the application, Dynamics 365.

This course focus on customization of Dynamics 365 CE using OOB components( out of the box) which will help developers, business analysts and functional consultants to customize the appliation for business requirements.

Chapter 1 - Intro to Customization in Dynamics 365 CRM.

What are the different ways to customize dynamics 365 customization using UI. Metadata changes using UI, different OOB tools to customize the application. Supported Vs Unsupported customization.

Chapter 2 - Understanding Solution Concept

This chapter talks about solution concept in detail. It explains about default solution, what is managed and un-managed solution. How to use solutions for your work.

Chapter 3 - Understanding Dynamics 365 CRM Entity Model

This chapter is focusing Dynamics 365 CRM entity model. What entity are and how entities are linked with one another. Different types of custom entities - Custom entity and custom activity entity. Will walk you through how to customize and create new entities.

By the end of the chapter you will be in a better position to understand different types of entities and how customize them.

Chapter 4 - Customizing Dynamics CRM Entities

Chapter 5 - Customizing Entity Forms

Different types of forms . Form editor. Create new forms, customize existing forms.Display order of forms, configure forms for different security roles. Different elements in the form, how to customize each part of the form.

Chapter 6 - Customizing Entity Form Components

Chapter 7 - Customizing Entity Attributes

Chapter 8 - Customizing Entity Views and Charts

Chapter 9 - Customizing Entity Relationships

Chapter 10 - Implementing Business Rules

Chapter 11 - Understanding Process in Dynamics CRM

Chapter 12 - Implementing Workflows for Automation

Chapter 13 - Dialogs for Interactive Process

Chapter 14 - Implementing Business Process Flows

Chapter 15 - Custom Entities using Actions


Your Instructor


Firoz Muhammed
Firoz Muhammed

The author of this course is Firoz Muhammed who has close to 10 years of experience in IT industry into Consulting, application and training. He has working experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CRM. As part of his work life he worked with companies like HP, Capgemini, Wipro, Qatar Airways and Accenture. Presently he is working as a corporate trainer and has delivered training on Dynamics 365 for corporate and individuals. He is also the founder of Magnifez Technologies which specialize in Consulting, Implementation and training on Dynamics 365 stack.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!