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Customization and Configuration in Microsoft Dynamics CRM - 80542 Course Outline

 (3 days)
Version 2013

Version Details
This course is designed for customers who are interested in learning CRM 2013 or CRM 2015. It covers the new features in CRM 2015, but also the important capabilities of Microsoft Dynamics CRM in general.

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Audience Profile
This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

A working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

At Course Completion
Design and implement strategies for the creation of Business Units and Security Roles
Configure Microsoft Dynamics CRM Users and Teams
Describe the principles of customizing the system
Create and configure fields for both custom and system entities
Create and configure custom entities, including standard and activity entities
Design, create and configure relationships between entities
Create and configure Views, Charts and Forms for both system and custom entities
Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
Design, create and configure Solutions in Microsoft Dynamics CRM
Design, create and configure Business Rules and Business Process Flows to guide users through their work

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM
Customization or Development
Microsoft Dynamics CRM Solutions
Introduction to Entity Customization
Lab : Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM
Introduction to Business Units
Overview of Security Roles
User Management Overview
Team Management Overview Teams and Sharing
Manage Security Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access

Module 3: Customizing Entities
Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 4: Customizing Fields
Field Data TypesField Display Formats
Field PropertiesCustomize Existing Fields
Configure Option SetsStatus and Status Reason Fields
Delete Fields
Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships
Types of Entity Relationships
Create Entity Relationships
Relationship Behavior
Field Mappings Relationships
Connections and Connection Roles
Lab : Create New Relationships
Lab : Customize Relationship Mappings

Module 6: Customizing Forms
Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple FormsMobile Clients
Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules
Configure Business Rules
Lab : Create a Business Rule

Module 8: Customizing Views
View Customization Concepts
System ViewsCreate Custom Views
Remove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards
Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard

Module 10: Additional Security Options
Field Security
Access Team Templates
Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
Additional Reading
View outline in Word


Attend hands-on, instructor-led Customization and Configuration in Microsoft Dynamics CRM - 80542 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

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Fee:  $1795

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