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 rulescreate guided business processes to ensure consistent resultsrecognize how a business process flow is used in practicelimit the status changes on a case to a logical flow of successive optionscreate and customize forms for entitiescustomize forms using subgrids, field filtering, and quick view forms
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add a timer control to a case formcreate unique forms for business functions on the same entityset up quick create forms to speed up data capturinguse the quick view forms feature in Dynamics CRMmanage multiple forms in Dynamics CRMwork 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
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