Thu, 17 Oct 2019 13:00:00 GMTFri, 18 Oct 2019 20:30:00 GMT

Course Description

Configuration vs. Customization, that is the question. Since 2013 onward Dynamics CRM/xRM became a tool where most projects could be configured with no development and meet all must-have features for end users with no code. This course shows the secrets to how we've been doing this for years giving students in-depth design practices and tools to fully leverage Dynamics CRM out of the box (OOB) and options for avoiding or reducing custom coding. This 2-day course picks up where the entry-level Bootcamp finishes and brings users up to speed on the most relevant and free configuration tools available to custom coding averse application specialists, business analysts and programmer analysts alike.


This course is intended for users who do not wish to develop custom code for their Dynamics Application and take a “Configuration First” approach to designing and building their Dynamics CRM instance in either version 2015 or 2016/365. Application Specialists, Project Managers, Implementation Specialists, Solution and Application Architects, Project Sponsors, Business Analysts as well as seasoned developers are good candidates for this course.


2 Days


1195.00 CAD


  • The Dynamics CRM Bootcamp (or equivalent experience)
  • Knowledge of the Office 2013 suite



  • Use Design and Planning tools to determine Configuration opportunities vs Customization
  • Configure process tools in Dynamics (Workflows, Business Process Flow etc...)
  • Compare Advanced features such as Rollup and calculated fields vs. Custom coded solutions for Solution planning
  • Enhancing Charts and Dashboards
  • Use Advanced Configuration Tools to modify your Dynamics instance
  • Integrating other Microsoft tools for automation



Module 1 –

Design Tools and Patterns: Configuration vs. Customization Strategies

Module 2 –

 Configure workflows

Module 3 –

Setting up Conditional Business Process Flows

Module 4 –

Calculated and Rollup fields vs. Custom Code

Module 5 –

Enhancing Visualizations

Module 6 –

 Sitemap Management

Module 7 –

The Ribbon Workbench

Module 8 –

The XRM Toolbox

Module 9 –

Additional Integrated Tools for Automation and Analytics (Flow, Power BI, Outlook, Excel and Word)