Customization and Configuration in Microsoft Dynamics CRM 2013
Days 3 Code 80542
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
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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
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Module 9: Customizing Charts and Dashboards
Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards
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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
