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  1. DIRECT
  2. Microsoft CRM
  3. Customizing CRM

Customizing CRM

  • Where to Make Customizations
  • Adding Entities to the Unmanaged Solution
  • Create a Custom Field
  • Creating Custom Views
  • Adding Or Removing A Field On An Entity Form
  • Add or Remove items from an Option Set Field
  • Formatting the Full Name Display
  • Customize Subgrid on Record Forms
  • Customize Menu Tiles
  • Security Role Permissions
  • Create Charts
  • Create Dashboards
  • Assigning Custom Forms to Security Roles
  • Field Security Profiles
  • Customize Report Text To Personalize System Reports
  • Auditing Fields in CRM
  • Create a New Report
  • Image and Report Text Titles
  • Map Form Responses to Fields
  • Customize Your Quick Search Fields to Find Records Efficiently
  • Adding Entities to the Global Search CRM 2015 and 2016
  • Workflows - Basic Setup
  • Workflows - Adding Wait Conditions
  • Reassign Ownership of a Workflow (Process)