Course Description

The team at eBECS are a smart bunch and rather than recreating a number of features for every CRM implementation we do, we have created a Foundation solution for our eBECS customers.

A great feature of CRM is that you can package up pieces of code and create them as an action. Here at eBECS typical requests we are getting from our customers that mean we need to produce a plugin, we have created an Action for. This allows us to re-use this action and call it against a workflow.

What does it mean for you as a customer? We can implement more features quicker and without coding.

Because remember here at eBECS we are all about the Product First approach to get you live FAST and keeping your CRM solution with the least amount of custom work possible to meet your requirements.

An overview of each of the actions you can view without being one of our customers. However once we become your partner on record, you will get the solution and a technical video to show your team how to setup the actions yourself. So you don't even need us!

This solution and access to the full LMS course is free for all out eBECS customers.

Dynamics 365 Expert

Course curriculum

  • 1

    Search And Populate

    • Search and Populate Overview

    • Search and Populate - Technical Explanation

  • 2

    Get Highest Lowest From Child Field From Parent

    • Get Highest and Lowest Overview

    • Get Highest and Lowest Technical Overview

  • 3

    Count Sum Records In View From Child or Parent

    • Count Sum Records in View from Child

    • How to Use it - Technical Overview

  • 4

    Working Hours Calculator

    • Work Hours Calculation Overview

    • Working Hours - Technical Overview

  • 5

    Check Status On/Off Child From Parent

    • Overview

    • How to use it - Technical Overview

  • 6

    Workflow Against View

    • Workflow against a View Overview

    • Workflow Against View - Technical Overview

  • 7

    Lat Long Irish Converter

    • Lat and Long Irish Converter Overview

    • Technical Overview - How to use it

  • 8

    Foundation Deployment Solutions

    • eBECS Foundation Solution 2.0 - Unmanaged

    • eBECS Foundation Solution 2.0 - Managed