Training & Exams

Customization and Configuration in Microsoft Dynamics CRM 2013.

About This Course

Course Code
M80542

Course Type
Specialist

Vendor
Microsoft

Duration
3 Days

RRP
£1,834.00

Course Overview
Download

Overview

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.

Target Audience:

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.

Objectives

At the end of this course you will be able to:

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

Lab : Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013

Lessons

Lab : Configure Security Roles
Lab : Configure User Access

Module 3: Customizing Entities

Lessons

Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 4: Customizing Fields

Lessons

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships

Lessons

Lab : Create New Relationships
Lab : Customize Relationship Mappings

Module 6: Customizing Forms

Lessons

Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules

Lessons

Lab : Create a Business Rule

Module 8: Customizing Views

Lessons

Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

Lab : Create a Custom Chart
Lab : Create a Dashboard

Module 10: Additional Security Options

Lessons

Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Lessons

Lab : Create a Multi-Entity Business Process Flow

Prerequisites

About This Course

Course Code
M80542

Course Type
Specialist

Vendor
Microsoft

Duration
3 Days

RRP
£1,834.00

Course Overview
Download