Microsoft Dynamics CRM Course page 

Microsoft 80542 – Customization and Configuration in Microsoft Dynamics CRM 2013

Course Description

See course #805652 CRM 2013 Boot Camp for available dates for 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.

Who Should Attend

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.

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

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

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

Lessons

  • 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 Entities

Lessons

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

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

Module 6: Customizing Forms

Lessons

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

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Module 8: Customizing Views

Lessons

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

Module 9: Customizing Charts and Dashboards

Lessons

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

Module 10: Additional Security Options

Lessons

  • Field SecurityAccess Team Templates
  • Auditing Overview

Module 11: Business Process Flows

Lessons

  • Business Process Flows

Labs

Lab: Create a Solution and publisher
Lab: Configure Security Roles
Lab: Configure User Access
Lab: Create Custom Entities
Lab: Create a Custom Activity Entity
Lab: Create and Modify a Global Option Set
Lab: Create New Relationships
Lab: Customize Relationship Mappings
Lab: Modify Form Layout and Add Fields
Lab: Create a Role-Based Form for the Competitor entity.
Lab: Create a Business Rule
Lab: Modify a Quick Find View
Lab: Create Custom Views
Lab: Create a Custom Chart
Lab: Create a Dashboard
Lab: Configure Field Security
Lab: Create and Configure an Access Team Template
Lab: Create a Multi-Entity Business Process Flow

What You’ll Learn

  • 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
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