Business Rules, Process Flows, & Form Customization

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

  • Playable
    1. 
    Configuring Business Rules
    7m 13s
    UP NEXT
  • Playable
    2. 
    Setting up Business Process Flows
    7m 57s
  • Locked
    3. 
    Working with Business Process Flows
    5m 47s
    FREE ACCESS
  • Locked
    4. 
    Case Status Transitions
    4m 21s
    FREE ACCESS
  • Locked
    5. 
    Form Customization Basics
    8m 29s
    FREE ACCESS
  • Locked
    6. 
    More Ways to Customize your Forms
    4m 54s
    FREE ACCESS
  • Locked
    7. 
    Adding a Timer to a Case
    4m
    FREE ACCESS
  • Locked
    8. 
    Role-based Forms
    5m 28s
    FREE ACCESS
  • Locked
    9. 
    Quick Create Form
    4m 2s
    FREE ACCESS
  • Locked
    10. 
    Quick View Form
    4m 29s
    FREE ACCESS
  • Locked
    11. 
    Managing Multiple Forms
    4m 43s
    FREE ACCESS
  • Locked
    12. 
    Forms for Mobile Clients
    3m 52s
    FREE ACCESS

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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