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Customization and Configuration in Microsoft Dynamics CRM 2016 - 80729 Course Outline

 (3 days)
Version 2016

Overview
This course provides students with the tools to customize and configure a Dynamic CRM implementation. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

This course helps prepare you for exam MB2-712

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.

Prerequisites
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.

WHAT ARE THE GOALS FOR THIS COURSE?
•How to successfully configure specific application features such as auto-numbering, data management, and CRM’s collaboration features.
•Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
•Using CRM’s security model to control access to data, features, and functions.
•How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.
•Creating and maintaining custom entities, and custom fields based on specific needs.
•Working with specialized fields such as calculated and rollup fields.
•How to use CRM’s different relationship types to configure how related records work together.
•Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.
•How to apply Portable Business Logic control how users interact with specific data on forms and entities.
•Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs.
•Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used.
•How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities.
•How to bring all the individual topics covered together and apply them into one completed solution.

Course Contents

Module 01: Introduction to Customization and Configuring Dynamics CRM 8
Talent and Course Introduction     8
Module Overview     9
CRM Overview     10
What is Dynamics Customization and Configuration?     10
CRM Architecture     12
Customization Methodology     17
Module review     21
Obtaining a Dynamics CRM Trial     21
TEST YOUR KNOWLEDGE MODULE 1     22

Module 02: Manage Microsoft Dynamics CRM Online Subscriptions 23
Module Overview     23
Configuring CRM     24
Overview of CRM Security     29
User Administration     32
Mailboxes     34
Teams     35
Module Review     37
MODULE 2 PRACTICE     38
Module 2: Configuring Dynamics CRM     38
Practice 2.1: Configure Business Units, Users, and Teams     38
TEST YOUR KNOWLEDGE MODULE 2     43

Module 03: CRM Security Model 44
Module Overview     44
Purpose of the CCRM Security Model     45
Privileges     46
Access Levels     49
Security Roles     52
Hierarchy Security     55
Hierarchy Types     57
Module review     57
MODULE 3 PRACTICES     58
Practice 3.1: Configure Dynamics CRM Security     58
TEST YOUR KNOWLEDGE MODULE 3     62

Module 04: Introduction to solutions 63
Module Overview     63
Solutions Overview     64
Solution Detail     67
Creating and Working with Solutions     68
Working with Solution Assets     71
Exporting Solutions     73
Importing Solutions     75
Module review     76
TEST YOUR KNOWLEDGE MODULE 4     77
MODULE 4: YOUR NOTES     78
TEST YOUR KNOWLEDGE ANSWERS     78
Module 4     78

Module 05: Entity and Field Customization 78
Module Overview     78
Types Entities     79
Entity Ownership     80
Entity Properties     81
System vs Custom Entities     85
Custom Entities and Security Roles     87
Overview of Fields     87
Field Properties     92
Module review     93
TEST YOUR KNOWLEDGE MODULE 5     94
TEST YOUR KNOWLEDGE ANSWERS     95
Module 5     95

Module 06: Additional Field Customization 95
Module Overview     95
Creating Fields to Meet Client Needs     96
Calculated Fields     97
Rollup Fields     99
CRM Option Sets     101
Alternate Keys     103
Field Level Security     104
State and Status Reason Transitions     108
Module Review     110
MODULE PRACTICE     110
TEST YOUR KNOWLEDGE MODULE 6     110
TEST YOUR KNOWLEDGE ANSWERS     111
Module 6     111

Module 07: Configure mobile devices 112
Module Overview     112
Types of Relationships     112
How and where they are created     113
Many to Many Relationships     115
Hierarchical Data     116
Entity Mapping     118
Connection and Connection Roles     121
Module Review     122
MODULE 7 PRACTICE     123
Configure entities for mobile apps     123
Scenario     123
Connect to the CRM Online instance     123
Navigate to the default solution     123
Hide the fax field in CRM for Phones     123
Add the city field to CRM for Phones Express     124
Make the account entity read-only     124
Publish changes     124
Test the change to CRM for Phones Express     124
Test the changes to CRM for Phones and CRM for Tablets     124
TEST YOUR KNOWLEDGE MODULE 7     124
TEST YOUR KNOWLEDGE ANSWERS     125
Module 7     125

Module 08: Customizing Forms 125
Module Overview     125
Form types     126
Qualities of a good form     127
Building a Form     130
Specialized Form Components     133
Access Teams and Sub Grids     136
Working with Navigation     139
Additional Form Types     141
Multiple Forms     144
Form customizations and Mobile Clients     145
Module Review     147
MODULE 8 PRACTICE     147
Set default synchronization method     147
Scenario     147
Connect to the CRM Online instance     147
Navigate to the Email tab on System Settings     148
Change the default synchronization methods     148
Apply the defaults to existing mailboxes     148
Review approval settings     148
Scenario     148
Connect to the CRM Online instance     148
Navigate to the default solution     148
Review the approval settings     148
TEST YOUR KNOWLEDGE MODULE 8     148
TEST YOUR KNOWLEDGE ANSWERS     150
Module 8     150

Module 09: Business Rules 150
Module Overview     150
Business Rules     151
Business Rule Scope     152
Trigger Rules     152
Condition and Actions     153
Else Conditions and Actions Occur When Conditions Are True     154
Module review     156
MODULE 9 PRACTICE     156
Configure forward mailbox record     156
Scenario     156
Connect to the CRM Online instance     156
Navigate to mailboxes     156
Create the forward mailbox record     156
Review alerts     157
Scenario     157
Connect to the CRM Online instance     157
Navigate to a mailbox record and review alerts     157
Reject the email address     157
Approve the email address     157
Review alerts in the Sales area     157
TEST YOUR KNOWLEDGE MODULE 9     158
TEST YOUR KNOWLEDGE ANSWERS     159
Module 9     159

Module 10: Views and Visualizations 159
Module Overview     159
Using Views     160
View Customization     161
System View Types Quick Find     165
Customization Charts     167
Customizing Dashboard     175
Themes     175
Module Review     175

Module 11: Introduction to Processes 175
Module Overview     176
Processes and Automation     176
Workflow Basics     180
Module review     183

Module 12: Business Process Flows 183
What are CRM Business Process Flows     184
Enabling Business Process Flows     185
Steps Stages and Categories     187
Conditional Branching     187
Module Review     190

Module 13: Bringing it all Together 190
Module Overview     190
Review of Customization Topics Covered     191
Senario     192
Packaging in a Solution     196
Module review     198
Course Review     200

View outline in Word

A80729

Attend hands-on, instructor-led Customization and Configuration in Microsoft Dynamics CRM 2016 - 80729 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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