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所在平台: Udemy |
课程主页: https://www.udemy.com/course/customizing-and-administering-microsoft-dynamics-crm/
课程评论:没有评论
课程名称:自定义和管理Microsoft Dynamics CRM 概述:本课程将教授如何创建新的实体,以存储与您的业务相关的各种细节,并构建表单以方便CRM用户的数据管理。此外,我们还探索了其他功能,如创建新的业务流程、建立业务规则和验证,以确保系统中存储的数据质量。接下来,我们将展示如何管理CRM,包括启用用户访问、设置数据安全性和进行其他常见配置。课程还将介绍如何通过引导帮助为用户提供更好的帮助体验,最后,我们将讨论如何为手机和企业启用定制的流程。在覆盖所有这些主题的同时,我们还将介绍确保系统整体性能的最佳实践。 关于讲师:Piyush Paliwal拥有超过五年的Microsoft Dynamics CRM顾问经验,并在微软工作了几年。在此期间,他帮助多位客户通过将业务流程纳入Dynamics CRM或今天的Dynamics 365来管理他们的销售管道。闲暇时,他通常喜欢开车或游泳。
This course shows you how to create new entities that store various details for your business and build forms to ease up data management for users of the CRM. We also explore other features such as building new business processes, creating business rules, and validations to ensure that quality data is stored in the system.Moving on, we show you how to administrate the CRM by enabling user access, setting up data security, and doing other common configurations. We also show you how to provide a better help experience for users with guided help, and finally, we look at the various aspects of enabling customized processes for phones and businesses. While covering all of these topics, we'll also talk about the best practices you should follow to ensure great overall system performance. About the Author:Piyush Paliwal has worked as a Microsoft Dynamics CRM consultant for more than half a decade and has been associated with Microsoft for a few years now. During this time frame, he helped various customers manage their sales pipeline by bringing their business processes into Dynamics CRM or Dynamics 365, which is what we have today. In his free time, he usually goes for a drive or swims.