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Customization and Configuration in Microsoft Dynamics CRM 2013
Course Number:(MOC-80542)
Course Length:3 Day
Course Price:$1,595
Or Register by Phone 1-888-600-ALTO (2586)

 Upcoming Classes

Start DateEnd DateClass Held At
10/23/201710/25/2017AltoRegister

 Course Description

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.

 Course Outline

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.

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

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

  • 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 2013

Lessons

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

Lab : Configure Security Roles

Lab : Configure User Acces

Module 3: Customizing Entities

Lessons

  • 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

Lessons

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

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships

Lessons

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

Lab : Create New Relationships

Lab : Customize Relationship Mappings

Module 6: Customizing Forms

Lessons

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

Lab : Modify Form Layout and Add Fields

Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views

Lessons

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

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

  • 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

Lessons

  • Field SecurityAccess Team Templates
  • Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Lessons

  • Business Process Flows

Lab : Create a Multi-Entity Business Process Flow

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