Alto Consulting & Training Course Details | Alto Constulting & Training

Customization and Configuration in Microsoft Dynamics CRM 2013

Course Number:	(MOC-80542)
Course Length:	3 Day
Course Price:	$1,595

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TBA

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