Business Rules, Process Flows, & Form Customization
Microsoft Dynamics CRM 2013
| Intermediate
- 12 Videos | 1h 5m 15s
- Includes Assessment
- Earns a Badge
Entities are a powerful feature of Dynamics CRM used to model business data. Discover how to model business rules and process flows and use Dynamics CRM for form creation.
WHAT YOU WILL LEARN
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apply custom logic to forms through business rules
create guided business processes to ensure consistent results
recognize how a business process flow is used in practice
limit the status changes on a case to a logical flow of successive options
create and customize forms for entities
customize forms using subgrids, field filtering, and quick view forms -
add a timer control to a case form
create unique forms for business functions on the same entity
set up quick create forms to speed up data capturing
use the quick view forms feature in Dynamics CRM
manage multiple forms in Dynamics CRM
work with forms for mobile clients in Dynamics CRM
IN THIS COURSE
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1.Configuring Business Rules7m 13sUP NEXT
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2.Setting up Business Process Flows7m 57s
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3.Working with Business Process Flows5m 47s
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4.Case Status Transitions4m 21s
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5.Form Customization Basics8m 29s
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6.More Ways to Customize your Forms4m 54s
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7.Adding a Timer to a Case4m
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8.Role-based Forms5m 28s
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9.Quick Create Form4m 2s
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10.Quick View Form4m 29s
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11.Managing Multiple Forms4m 43s
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12.Forms for Mobile Clients3m 52s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform
Digital badges are yours to keep, forever.
