No Code XRM Development
Learn Dynamics CRM customization! Explore entities, security, reporting & automation processes. Boost your CRM's power with out-of-the-box features.
Course Content
No Code XRM Development is an intermediate-level Pluralsight course taught by Julie Yack. It runs 2h 21m, is taught in English, and includes a certificate of completion. Learners rate it 4.1 out of 5 from 78 reviews. It is a paid course, first published July 2019.
Unlock the full potential of Dynamics 365 CRM! This course dives into the powerful customization capabilities built right into the platform, empowering you to tailor Dynamics 365 to your specific business needs.
Here's what you'll learn:
- Entity Customization: Master the creation and modification of both system entities and custom entities. Learn how to design data structures that perfectly align with your organization's processes.
- Security Role Management: Gain control over data access with security roles. Effectively grant or restrict user permissions, ensuring data integrity and compliance.
- Reporting & Analytics: Explore a wide range of reporting options to gain valuable insights. Learn to build insightful charts, create customized views, and develop powerful custom reports to track key performance indicators.
- Workflow Automation: Automate repetitive tasks and streamline processes by creating dialogs and workflow processes. Improve efficiency and reduce manual effort within Dynamics 365.
This course provides a comprehensive understanding of how to personalize Dynamics 365 CRM, making it a truly adaptable solution for your business.
Need a SaaS MVP shipped fast? Hire the TutorialSearch.io team
Auth, billing, dashboards and AI features — a launch-ready product built by the devs behind this site.