Customizing and Administering Microsoft Dynamics CRM

Learn to maximize your CRM with this comprehensive course! Discover how to create custom entities to store vital business information and build intuitive forms for streamlined data management. This course empowers you to simplify data entry for your CRM users.

You'll also explore powerful features like designing custom business processes, implementing business rules and validations to guarantee data quality, and ensuring your CRM contains accurate, reliable information.

Master CRM administration by learning to manage user access, configure robust data security measures, and perform essential system settings. Enhance the user experience with guided help and provide effective support.

Finally, delve into customizing processes for phone and business interactions to tailor the CRM to your specific needs. Throughout the course, you'll gain insights into best practices for optimizing overall system performance and efficiency.

Authored by Piyush Paliwal, a seasoned Microsoft Dynamics CRM consultant with over five years of experience and a long-standing association with Microsoft. Piyush has a proven track record of helping businesses optimize their sales pipelines using Dynamics CRM/Dynamics 365.