Mastering CRM: Technology Supporting business with Columns and Fields Half-day online session

This session answers the question: How do I create new Columns (Fields) and manage existing Columns in Microsoft Dynamics 365 and Power Platform

As business models change, it is important to flex and adjust the data model with new Columns – and modify existing ones in the Microsoft Dynamics and Power Platform Data Schema. This course takes you through best practice in managing Data Schema changes.

Venue Online session    
Application(s) Microsoft Teams    
Duration Half day    
One-company £565 Date by arrangement* Contact us

Our Mastering series of courses are booked via Eventbrite and delivered using Microsoft Teams. Once you have booked, you will receive joining instructions to the online event. *For one-company courses, we will contact you to arrange the date.

Peter Clements

Your coach

Peter Clements is the founder and chief consultant at CRM Knowledge. Peter has around twenty years’ CRM experience, working as a trainer, support professional and consultant. Peter has worked in senior roles across marketing, sales and project delivery and has experience that successfully spans both technical and commercial disciplines.

Not sure what you need? Contact us for a chat, we’ll be happy to help.

Peter has an extensive knowledge of the Microsoft CRM Solution and when I worked with him he managed not only to manage a complex project but deliver key functionality to the end customer.

Alistair. MyCRM Group

Course overview

Target audience

This course is primarily intended for those power users, users and consultants working with Microsoft Dynamics 365 and Power Platform.

Learning topics

  • What is a Power Platform Column?
  • Which Columns are provided by Dataverse?
  • What is the difference between a System and a Custom Column?
  • When should I create a new Column and what type should I choose?
  • Names versus Schema names – consistency matters
  • The Column types, behaviours and limits
  • Currency field behaviours
  • Choice and Choices – which and why
  • Lookup field – when to use and the impact of creating one
  • Simple versus Calculated versus Rollup Fields
  • Removing or deleting versus hiding Fields

What you get

  • In-depth, focussed coaching on a specific topic
  • Delivered by experienced Microsoft Certified Trainer and CRM consultant
  • 30 days’ access to post-course help/support
  • Access to membership portal for 30 days

Why CRM Knowledge?

  • The course will be delivered by an experienced consultant trainer, using real-world scenarios
  • You’ll get access to the latest technology via a trial instance
  • You will get 30 days’ post-course assistance
  • The maximum course capacity is 6
  • The course will definitely run if you confirm your booking
  • Post-course, you will get information, hints and tips from our Alumni Programme, free of charge

The Mastering series

Expert coaching, efficient learning

Most consultants and users of Microsoft Dynamics 365 technology have specific areas of responsibility that the standard certification led courses do not address in sufficient depth or focus on the role. Our approach is to deliver focussed sessions looking at real world issues. We reflect the latest version of the technology and we don’t shy away from design challenges in the software that clients have often worked around or build solutions to. Find out more