Microsoft Dynamics CRM: Advanced Techniques

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Free Online Course: Microsoft Dynamics CRM: Advanced Techniques provided by LinkedIn Learning is a comprehensive online course, which lasts for 1-2 hours worth of material. The course is taught in English and is free of charge. Upon completion of the course, you can receive an e-certificate from LinkedIn Learning. Microsoft Dynamics CRM: Advanced Techniques is taught by Gini von Courter.

via LinkedIn Learning

1-2 hours worth of material

Self Paced

Learn advanced techniques and tricks for Microsoft Dynamics 365. Discover how to customize reports, templates, and dashboards to meet your business needs.

Syllabus

Introduction
- Welcome
- What you need
1. Create, Modify, and Manage Reports
- Run a report
- Create a report using the Report Wizard
- Modify a report you created
- Manage reports
- Export a report
- Share a report
2. Create Charts and Dashboards
- Create and modify a chart
- Create a new dashboard
- Add a dashboard chart
- Display a list
- Modify dashboard appearance
3. Customize and Use Templates and Views
- Use a system template
- Create a personal Word template
- Create a personal view
- Download data for an Excel template
- Modify the template in Excel
- Upload the Excel template
- Create a personal email signature
Conclusion
- Next steps

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Language

English
Certificate
Certificate Available
Date of Start
10th March, 2017
Price
Free Trial Available
Provider
LinkedIn Learning
Taught By

Gini von Courter
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Microsoft Dynamics CRM: Advanced Techniques

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