Microsoft CRM 2016 Customization and Configuration Course Overview

Target Audience for Microsoft CRM 2016 Customization and Configuration

Microsoft CRM 2016 Customization and Configuration is designed for professionals seeking to enhance their CRM capabilities by mastering customization techniques and configuration settings to improve business processes.

• CRM Administrators
• Business Analysts
• IT Consultants
• System Integrators
• Database Administrators
• Salesforce Administrators looking to transition to Microsoft CRM
• Customer Service Managers
• Project Managers overseeing CRM implementations
• Developers specializing in CRM solutions
• Marketing Professionals utilizing CRM data
• Technical Support Specialists
• Trainers and Educators for CRM software
• Operations Managers seeking process optimization
• Data Analysts focused on CRM metrics
• Decision Makers considering CRM software customization.

Learning Objectives - What you will Learn in this Microsoft CRM 2016 Customization and Configuration?

Course Introduction: The Microsoft CRM 2016 Customization and Configuration course equips students with essential skills to customize and configure Microsoft Dynamics CRM, covering foundational concepts to advanced practices for effective CRM management.

Learning Objectives and Outcomes:

• Understand the fundamental concepts of customization and configuration in Microsoft CRM.
• Configure business units, teams, and user settings to streamline CRM usage.
• Develop and implement a robust security model for data protection.
• Navigate and utilize CRM solutions for effective customization.
• Customize entities and fields to meet specific business requirements.
• Enhance field customization capabilities for improved data management.
• Create and manage relationships between different entities.
• Customize forms to optimize user experience and data entry.
• Implement business rules for automating processes and ensuring data integrity.
• Design and manage views and visualizations for better data analysis.