About this course

Course type Specialist
Course code M80542
Duration 3 Days

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.

Target Audience:

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.

What’s included

QA offers more benefits. Here is what's included with this course:

Microsoft SA Vouchers accepted

Prerequisites

  • A working knowledge of how to use Microsoft Dynamics CRM 2011.

  • It is recommended, but not required, that delegates 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.

Delegates will learn how to

At the end of this course you will be able to:

  • 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

Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization

Lab : Create a Solution and publisher

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

Lessons

  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams

Lab : Configure Security Roles
Lab : Configure User Access

Module 3: Customizing Entities

Lessons

  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Lab : Create Custom Entities
Lab : Create a Custom Activity Entity

Module 4: Customizing Fields

Lessons

  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships

Lessons

  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Lab : Create New Relationships
Lab : Customize Relationship Mappings

Module 6: Customizing Forms

Lessons

  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile 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 ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lab : Create a Custom Chart
Lab : Create a Dashboard

Module 10: Additional Security Options

Lessons

  • Field SecurityAccess Team TemplatesAuditing 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

Specialist Course

3 Days

Duration
Microsoft Dynamics
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 0345 074 7998 or email us at info@qa.com to discuss how we can help.

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