Customization, Relationships, & Roles

Microsoft Dynamics CRM 2013    |    Intermediate
  • 8 Videos | 54m 57s
  • Includes Assessment
  • Earns a Badge
Likes 3 Likes 3
Microsoft Dynamics CRM 2013 integrates with SharePoint for enhanced collaboration and management facilities. Discover how to customize entities and fields, manage relationships, work with custom activities, and work with roles.

WHAT YOU WILL LEARN

  • manage customizations by grouping them into solutions
    export, import, and publish solutions
    plan, create, and customize entities
    add custom fields and entity lookups to entities
  • create relationships between entities
    create a custom activity type
    create custom connection roles to use when setting up connections
    create and manage option sets that can be shared across entities

IN THIS COURSE

  • Playable
    1. 
    Solution Management
    6m 44s
    UP NEXT
  • Playable
    2. 
    Import and Export Solutions
    6m 32s
  • Locked
    3. 
    Entity Customization
    5m 56s
  • Locked
    4. 
    Field Customization
    8m 11s
  • Locked
    5. 
    Managing Relationships
    8m 2s
  • Locked
    6. 
    Create Custom Activity
    6m 34s
  • Locked
    7. 
    Connection Roles
    3m 35s
  • Locked
    8. 
    Global Option Sets
    5m 54s

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.

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