Customization and Configuration in Microsoft Dynamics CRM 2013

Days 3    Code 80542   Fee £1525

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses.

Course Details

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.

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.

Course Outline

  • Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

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

  • Module 3: Customizing Entities

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

  • Module 5: Managing Relationships

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

  • Module 7: Configuring Business Rules

    Configure Business Rules

  • Module 9: Customizing Charts and Dashboards

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

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

    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 4: Customizing Fields

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

  • Module 6: Customizing Forms

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

  • Module 8: Customizing Views

    View Customization Concepts
    System Views
    Create Custom Views
    Remove Unwanted Views

  • Module 10: Additional Security Options

    Field Security Access
    Team Templates
    Auditing Overview

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