Learning Tracks:

Configuration

These training courses are designed to provide guidance on configuring your CRM data to take advantage of out Out Of Box features.

Capabilities acquired:

  • Adxstudio POC
  • Define Adxstudio business use cases
  • Design integrated Adxstudio solution
  • Implement Adxstudio
  • Deploy Adxstudio
  • Upgrade Adxstudio

300: Content Management II

A behind-the-scenes look at the entities that make up the Adxstudio Portals content management system and site map.

Prerequisite: 

  • 200: Content Publishing

Skills required:

CRM Application Knowledge

Length: 2.00 hr

330: Entity Forms

Entity Forms: Use Entity Forms to create dynamic web forms on your portal for any entity using standard CRM Forms.

Prerequisite: 

  • 300: Content Management

Skills required:

CRM Customization Knowledge

Length: 1.00 hr

331: Web Forms

Prerequisite: 

  • 330: Entity Forms

Skills required:

CRM Customization Knowled

Length: 0.50 hr

340: Entity Lists

Entity Lists: Securely render any CRM Views as lists on your Portal using Entity Lists. We will also cover Advanced Entity List options including Map view, Calendar view, oData feeds, custom actions, and Entity List Templating.

Prerequisite: 

  • 330: Entity Forms

Skills required:

CRM Customization Knowledge

Length: 1.00 hr

310: Styling and Configuration

Portal Theming: An overview of the included front-side framework to brand and theme your portal with minimum development time while maintaining rich, branded, responsive layouts for any device.

Prerequisite: 

  • 200: Content Publishing

  • 210: Portal Theming

Skills required:

CRM Application Knowledge, HTML, CSS, Website Design

Length: 2.00 hr

320: Security

Registration & Invitations: An in-depth look at configuring the out-of-the-box registration module and invitation model.

Authentication Options: A discussion of the various authentication options that can be used for Portals.

Content Authorization: How to assign rights and permissions to secure content and allow front-side editing.

Prerequisite: 

  • 200: Content Publishing

Skills required:

CRM Application Knowledge, Understanding of Authentication Concepts

Length: 2.00 hr

343: Entity Permissions

Entity Permissions: How to assign portal rights and permissions to any CRM entity using the Adxstudio Portals Security Model.

Prerequisite: 

  • 320: Security

  • 330: Entity Forms

Skills required:

CRM Customization Knowledge

 

Length: 2.00 hr