Everyday User

D365/CRMUG Academy

Introduction to Entities & Building Solutions in CRM

Tuesday, October 10
8:00 AM - 12:00 PM
Location: Davidson B - Magnolia Mezzanine Level M

Format: Academy Course
CPE: 4
Preparation: WIFI access will be provided to Academy students while attending Academy classes.

One of the hardest things to learn for a new administrator is how to create the right solution for the requests they get from their organization. In this training we will go over all aspects of entities, how to create them, forms, fields, views, 1 to many and many to 1 relationships. Along with creating and managing all of these areas we will also go over many examples of requests your organization could bring to you, what are the 3 main solutions from a high level and how to determine which one to choose. This will be an interactive session that will build on a historical webinar based off of the Basics of Entities.

Learning Objectives:

•Efficiency with building new entities
•Best approaches for creating forms and entities
•Understanding of relationships and how to create them
•Practice determining the best solution for new requests
•Tips and best practices to feel comfortable in the future doing this yourself

Instructor: Melissa Erickson

Audience: New Admin

Level: Beginner

Prerequisites: Some basic knowledge of CRM

Delivery Method: Group Live




Melissa Erickson

Director of Systems & Engagement
Dynamic Communities

Passionate about teaching CRM to others. Over 9 years of experience with Dynamics CRM since version 3.0. Melissa prides herself on being a true end user consultant, always working from an end user perspective and always trying to find solutions that can be completed out of the box.

Presentation(s):

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Introduction to Entities & Building Solutions in CRM



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