Courses

80542A: Customization and Configuration in Microsoft Dynamics CRM 2013

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About this Course

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.

Please note we supply digital courseware with this course. If a hard copy is preferred an additional cost will apply

Audience

Prerequisites

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 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 2013Lessons

• Customization or Development?
• Introduction to Entity Customization
• Microsoft Dynamics CRM Solutions

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

• Introduction to Business Units
• Overview of Security Roles
• User Management Overview
• Team Management Overview Teams and Sharing
• Manage Security Roles for Users and Teams

Module 3: Customizing EntitiesLessons

• Entity Customization Concepts
• Create a Custom Entity
• Additional Entity Properties
• Modifying the Configuration of an Entity

Module 4: Customizing FieldsLessons

• Field Data Types
• Field Display Formats
• Field Properties
• Customize Existing Fields
• Configure Option Sets
• Status and Status Reason Fields
• Delete Fields

Module 5: Managing RelationshipsLessons

• Types of Entity Relationships
• Create Entity Relationships1:N Relationship Behavior
• Field Mappings in 1:N Relationships
• Connections and Connection Roles

Module 6: Customizing FormsLessons

• Form Customization Overview
• Create and Modify Forms
• Quick Create and Quick View Forms
• Manage Multiple FormsMobile Clients

Module 7: Configuring Business RulesLessons

• Configure Business Rules

Module 8: Customizing ViewsLessons

• View Customization Concepts
• System Views
• Create Custom Views
• Remove Unwanted Views

Module 9: Customizing Charts and DashboardsLessons

• Create and Modify Charts
• Export and Import Charts
• Create and Modify Dashboards

Module 10: Additional Security OptionsLessons

• Field Security
• Access Team Templates
• Auditing Overview

Module 11: Business Process FlowsLessons

• Business Process Flows

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