About this course

Course type Performance Plus
Course code QACRM16CC
Duration 3 Days

This course is designed for both Administrators of a CRM 2016 system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM 2016.

The Course will enable delegates, with some additional study, to take and pass exam MB2-712: Microsoft Dynamics CRM 2016 Customization and Configuration


  • Good working knowledge of CRM 2016.
  • Pre-requisite Courses (or equivalent knowledge) QACRM16SM, QACRM16SE

Delegates will learn how to

Delegates will learn:

  • Security Configuration and System Settings.
  • How to customise the system through the use of custom Solution layers.
  • How to create Business Process Flows and Business Rules.


  • Introduction
  • Security Model
  • Customisation of Entities
  • Creating and Customising Fields
  • Establishing Relationships
  • Creating and Customising Forms
  • Introduction to Business Rules
  • Creating, Maintaining and Customising Views
  • Chart and Dashboard Customisation
  • Additional Security Features in CRM 2016
  • Creating Business Process Flows

Performance Plus

3 Days

Microsoft Dynamics
Delivery Method

Delivery method


Face-to-face learning in the comfort of our quality nationwide centres, with free refreshments and Wi-Fi.

Find dates and prices

Online booking is currently not available for this course, to find out more please call us on 01753 898320 or email us at info@qa.com to discuss how we can help.

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