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CRM Online – Customization and Configuration

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Please find the details of the " CRM Online – Customization and Configuration " workshop below.

Agenda

  • Security model in CRM
  • Creating Business Unit
  • Creating Team
  • Creating Security Roles
  • Creating Custom entity
  • Creating Custom Fields
  • Creating Custom Views
  • Creating Dashboards, Charts

Session Duration

2.5 hours

Advisory Hours

5 Hours

Target Audience

  • CRM customizer/developer

If you are interested in any of the workshops mentioned above, click here.