Business Rules, Process Flows, & Form Customization

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 videos | 1h 5m 15s
  • Includes Assessment
  • Earns a Badge
Likes 8 Likes 8
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

  • 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

  • 7m 13s
    To apply custom logic to forms, use business rules. FREE ACCESS
  • 7m 57s
    In this video, you will learn how to create guided business processes to ensure consistent results. FREE ACCESS
  • Locked
    3.  Working with Business Process Flows
    5m 47s
    After completing this video, you will be able to recognize how a business process flow is used in business. FREE ACCESS
  • Locked
    4.  Case Status Transitions
    4m 21s
    During this video, you will learn how to limit the status changes on a case to a logical flow of successive options. FREE ACCESS
  • Locked
    5.  Form Customization Basics
    8m 29s
    During this video, you will learn how to create and customize forms for entities. FREE ACCESS
  • Locked
    6.  More Ways to Customize your Forms
    4m 54s
    In this video, learn how to customize forms using subgrids, field filtering, and quick view forms. FREE ACCESS
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    7.  Adding a Timer to a Case
    4m
    In this video, you will learn how to add a timer control to a case form. FREE ACCESS
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    8.  Role-based Forms
    5m 28s
    Learn how to create unique forms for different business functions on the same entity. FREE ACCESS
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    9.  Quick Create Form
    4m 2s
    In this video, learn how to set up quick create forms to speed up data entry. FREE ACCESS
  • Locked
    10.  Quick View Form
    4m 29s
    During this video, you will learn how to use the Quick View Forms feature in Dynamics CRM. FREE ACCESS
  • Locked
    11.  Managing Multiple Forms
    4m 43s
    In this video, find out how to manage multiple forms in Microsoft Dynamics CRM. FREE ACCESS
  • Locked
    12.  Forms for Mobile Clients
    3m 52s
    Find out how to work with forms for mobile clients in Dynamics CRM. FREE ACCESS

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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