Microsoft Dynamics CRM Functional Consultant RRS feed

  • Question

  • Hi Guys, 

    My name is Hemanth and I am currently working as a pre sales consultant with Products & Services based Organization based out of Australia. I currently am planning to pursue a course in Microsoft Dynamics CRM with the idea of becoming a Functional Consultant in the future. I come from a Mechanical Engineering Background with zero development skills. But I have so far been able to understand requirements and come up with customized solutions with respect to client's requirements. I am very good at solutioning and at understanding concepts and solutioning stuff. 

    Please let me know what are the challenges that I might face technically if I try to go ahead and take up a course in Microsft Dynamics CRM from a functional consultant point of view. I have a basic idea on what are the roles and responsibilities, but it would be great if someone can give their views and some done on what exactly is it that Functional Consultant does with respect to Microsoft Dynamics CRM. 

    Awaiting your suggestions & views. 



    Thursday, October 8, 2015 8:08 AM

All replies

  • Hello Hemanth,

    CRM not that hard to handle, you said that you worked as sales then easily handle it,when it comes functionality and customization you wont face any problems, In previous version you need to require C# knowledge to create plugins and custom workflows but now you wont use much plugins and custom workflow because we got realtime workflows that solves your prob

    if you need any plugins search in internet we have many blogs

    learn javascript of CRM its very easily


    ms crm

    Thursday, October 8, 2015 9:47 AM
    • Strictly limit the number of people assigned the System Administrator role. Never remove this role.
    • Create roles according to the security best practice of least privilege, providing access to the minimum amount of business data required for the task. Assign users the appropriate role for their job.
    • create a new role with those specific privileges and add the user to the new role if a user needs additional access levels or rights. A user's rights are the union of all the roles to which he or she has been assigned. Do not grant the original role privileges that are needed by only one or several members.
    • Use sharing, when appropriate, to give specific users specific rights on individual objects, instead of broader privileges on all objects of a given type.
    • Use teams to create cross-functional groups so that specific objects can be shared with the team. 
    • Train users who have sharing access rights to share the minimum information needed. 
    Thursday, October 8, 2015 9:56 AM