Admin Training Course for D365 Sales

System administrators and system customizers can access videos on customization, security, importing data, and templates.

Course curriculum

1. SKIT - Professor Personalization
2. Adding a Field to an Entity
3. Adding or Removing a Field from a Form
4. Editing Drop-down FIelds (Option Set)
5. Renaming Fields
6. Setting Fields as Required, Recommended, or Optional
7. Customization Quiz 1
8. ADVANCED - Creating a Calculated Field
1. Making a Field Conditionally Required
2. Hiding a Field Based on a Condition
1. Modifying a System View
2. Creating a New System View
1. What is a Business Process Flow?
2. Deactivating a Business Process Flow
3. Modifying a Busines Process Flow
4. Creating a New Business Process Flow
1. DID YOU KNOW? - Process Automation Workflows
2. Creating a New Workflow
3. Deactivating a Workflow
1. Creating and Editing Model-Driven Apps
1. System Settings
2. Language Settings
3. Auto-Numbering
1. SKIT - Angels with Filthy CRM
2. Introduction to Security Management & Business Units
3. Creating a New Business Unit
4. Teams in Microsoft Dynamics 365
5. Users
6. Owners
1. Access Levels & Privileges
1. Assigning or Changing User Roles
2. Customizing a Security Role
1. SKIT - Angels with Filthy CRM II: Contact Confidential
2. Field Level Security Basics
3. Enabling Field Level Security
4. Adding Users & Teams to a Field Level Security Profile
5. Setting or Changing Field-Level Security Permissions
1. Account & Contact Import Templates
2. Import Templates
3. Activity - Download and Fill an Import Template
1. Data Cleanup & Upload Best Practices
2. Important Notes on Data Importing
3. Importing Data Using a Template
4. Activity - Upload an Import Template
1. Modifying an Existing Email Template
2. Enabling Unsubscribe
1. Creating a Word Template from an Entity View
2. Creating a Personal Word Template from a Record
3. Creating a Word Template from Settings
1. Next Steps for system admins
2. EZ Buttons 2.0 Add-on
3. EZ Projects Add-on

About this course

$495.00
52 lessons

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Admin Training Course for D365 Sales

Course curriculum

Customization - Editing Fields & Forms

Customization - Business Rules

Customization - Views

Customization - Business Process Flows

Customization - Workflows

Customization - Creating and Editing Apps

Administration - Admin Tools

Security - Organization

Security - Access Levels & Privileges

Security - Entity Level Security

Security - Field Level Security

Importing Data - Download & Fill Templates

Importing Data - Importing into your Environment

Templates - Email Templates

Templates - Document Templates

Next Steps

About this course

Discover your potential, starting today