Dynamics Courses

0303 – Dynamics xRM No Code Solution Specialist Bootcamp

Tues, May 21, 2019 9:00 AM – Wed May 22, 2019 4:30 PM 

Audience

This course is intended for users who do not wish to develop custom code for their Dynamics Application and take a “Configuration First” approach to designing and building their Dynamics CRM instance in either version 2015 or 2016/365. Application Specialists, Project Managers, Implementation Specialists, Solution and Application Architects, Project Sponsors, Business Analysts as well as seasoned developers are good candidates for this course.

Duration

2 Days

Cost

1195.00 CAD

Pre-Requisites

  • The Dynamics CRM Bootcamp (or equivalent experience)
  • Knowledge of the Office 2013 suite

 

Objectives

  • Use Design and Planning tools to determine Configuration opportunities vs Customization
  • Configure process tools in Dynamics (Workflows, Business Process Flow etc…)
  • Compare Advanced features such as Rollup and calculated fields vs. Custom coded solutions for Solution planning
  • Enhancing Charts and Dashboards
  • Use Advanced Configuration Tools to modify your Dynamics instance
  • Integrating other Microsoft tools for automation

 

Modules

Module 1 –

Design Tools and Patterns: Configuration vs. Customization Strategies

Module 2 –

Configure workflows

Module 3 –

Setting up Conditional Business Process Flows

Module 4 –

Calculated and Rollup fields vs. Custom Code

Module 5 –

Enhancing Visualizations

Module 6 –

Sitemap Management

Module 7 –

The Ribbon Workbench

Module 8 –

The XRM Toolbox

Module 9 –

Additional Integrated Tools for Automation and Analytics (Flow, Power BI, Outlook, Excel and Word)

International Training Centre

Address: 251 Laurier Ave West, Suite 900 Ottawa, ON K1P 5J6 Phone: 613-656-1817

Other Dates Available:

 

July 18, 2019 9:00 AM –  July 19, 2019 4:30 PM