Dynamics CRM with Power Apps Online Training Recorded Demo Video


Comments

Post a Comment

Popular posts from this blog

What is Administration Role in Dynamics 365?

Image
Introduction: Microsoft Dynamics 365 , the administration role plays a crucial part in ensuring the smooth functioning of the system. The Dynamics 365 administrator oversees the configuration, customization, security, and ongoing management of the system, ensuring that it aligns with business goals and requirements. Dynamics 365 CRM Training Key Responsibilities of a Dynamics 365 Administrator: The Dynamics 365 administrator is responsible for a range of duties that ensure the system’s optimal performance, security, and usability. System Configuration and Customization: One of the primary responsibilities of a Dynamics 365 administrator is to configure and customize the platform to meet the organization’s specific needs. This includes setting up entities, fields, workflows, and business rules that align with business processes. Administrators can create custom views, forms, and dashboards that help end-users interact with the data in ways that drive productivity. Moreover, a...
Read more

What is Microsoft Dynamics 365 Security Role?

Image
Introduction: Microsoft Dynamics 365 is a powerful platform that integrates enterprise resource planning (ERP) and customer relationship management (CRM) functionalities. It is widely used by businesses to manage their operations, sales, customer service, and other key functions. What Are Security Roles in Dynamics 365? Security roles in Microsoft Dynamics 365 are a fundamental part of the platform's security framework. These roles are predefined or custom roles that control a user's access to data and functionalities within the system. Each role is associated with a set of privileges that determine what a user can see and do in the system. Dynamics 365 Online Training Importance of Role-Based Security: Protect Sensitive Data: Security roles help prevent unauthorized access to sensitive business data. This is particularly important in industries such as healthcare, finance, and legal services, where data confidentiality is paramount. Ensure Compliance: Many indu...
Read more

How do I Create a Power Automate Flow in Dynamics 365?

Image
Introduction: Dynamics 365 , a powerful tool within the Microsoft Power Platform, allows businesses to automate workflows across various applications and services. When integrated with Dynamics 365, it can significantly enhance productivity by automating repetitive tasks and streamlining processes. Access Power Automate: To begin, you'll need to access Power Automate: Log in to Dynamics 365: Use your credentials to log in to your Dynamics 365 environment. Microsoft Dynamics CRM Training Navigate to Power Automate: Click on the "Power Automate" button in the top navigation bar. This will redirect you to the Power Automate homepage. Create a New Flow: Select 'Create': On the Power Automate homepage, click on the "Create" button on the left-hand side menu. Choose Flow Type: You’ll be presented with several options. For this guide, we’ll create an "Automated flow," which triggers based on specific events. Define the Flow Tr...
Read more