About this course

Course type Performance Plus
Course code QACRMFT5
Duration 5 Days

This course provides both an introduction to Microsoft Dynamics CRM and provides delegates with the skills and knowledge to personalise Microsoft Dynamics CRM.

Target Audience: The course is intended for individuals that plan to implement, deploy, use, maintain, consult or support Microsoft Dynamics CRM in their organisation. Includes selected marketing and What's New content.

Prerequisites

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Office
  • Students do not need a prior understanding of Customer Relationship Management solution processes and practices

Please note: Before attending this class delegates must have a Microsoft account (signing up one is free). The instructions on how to set up a Microsoft account can be found here.

Delegates will learn how to

  • Use the Microsoft Dynamics CRM user interface and application terminology
  • Develop basic and advanced navigation and record maintenance
  • Create marketing campaigns
  • Create and maintain account, contact, and activity record management
  • Schedule, administer, and define services
  • Use the sales functionality
  • Configure an organisational structure within Microsoft Dynamics CRM
  • Import and export customisations
  • Customise database entities and attributes
  • Customise entity relationships and mappings

Outline

Module One – Introduction to Configuration & Customisations
Customisation and Configuration within this Course
Creating a Publisher
Managed or Unmanaged Solutions?
Overview of Entity Customisation
Lab Pre-Requisites

  • Lab A – Create a Publisher and Solution

Module Two – The Security Model: Business Units
Business Units in Dynamics 365

  • Lab A – Creating a Business Unit Structure

Module Three – The Security Model: Security Roles
Security Roles
Privileges and Access Levels
Create and Copy Roles

  • Lab A – Configuring Security Roles

Module Four – The Security Model: User Management and Teams in Dynamics 365
User Management in Dynamics 365

  • Lab A – Adding Users

Team Management

  • Lab B – Managing and Creating Teams

Module Five – The Security Model: Manager Security
Manager Security

  • Lab A – Create a Manager Hierarchy (if Time Permits or do in your own time)

Module Six – Customisation of Entities
Entity Types
Creating Custom Entities
Activity Entities
Entity Properties

  • Lab A – Creating Custom Entities
  • Lab B – Creating a Custom Activity Entity (if time permits or do in your own time)

Module Seven – Creating and Customising Fields
Fields and Data Types
Fields and their display formats
Deleting field form an Entity

  • Lab A – Creating Additional field for the Event and Event Booking Entities

Calculated Fields
Rollup Fields

  • Lab B – Creating a Calculated Field

Module Eight – Establishing Relationships
Relationship Types
Create Entity Relationships

  • Lab A – Create and Modify a 1:N Relationship between Custom Entities

N:N Relationships

  • Lab B – Create a N:N Relationship

Hierarchical Relationships

  • Lab C – Creating Hierarchical Relationships

Field Mapping in Dynamics 365
Connections and Connection Roles

Module Nine – Form Customisation
Quick Create Forms

  • Lab A – Create a Quick Create Form

Main Forms

  • Lab B – Form Customisations

Quick View Forms

  • Lab C – Adding Quick View Form Data to a Child Entity Form

Securing Multiple Forms

  • Lab D – Securing An Additional Form

Mobile Forms

Module Ten – Introduction to Business Rules
Configuring Business Rules
Create Business Rules

  • Lab A – Create a Business Rule

Module Eleven – Creating, Maintaining and Customising Views
Types of Views
Assembling a View
Removing unwanted Views

  • Lab A – Modify the Quick Find View
  • Lab B – Create a New Public View

Module Twelve – Chart and Dashboard Customisation
Chart Structure
System & Personal Charts
Chart Types and Options

  • Lab A – Create a Custom Chart

Export and Import Charts
Advanced Charting
Modifying Charts

  • Lab B – Modifying Chart XML

Creating System & Personal Dashboards

  • Lab C – Create a System Dashboard

Module Thirteen – Additional Security Features
Field Level Security

  • Lab A – Configure Field Security

Access Teams

  • Lab B- Creating and configuring an Access team (if time permits, or do at home)

Auditing

Module Fourteen – Creating Business Process Flow
Creating Business Process Flow
Edit or Modifying the Business Process Flow
Control Access to Business Process Flow

  • Lab A – Create a Multi Entity Business Process Flow

Module Fifteen – Working with Solutions
Microsoft Dynamics 365 Sitemap
Microsoft Dynamics 365 Business Apps

  • Lab A – Edit the Sitemap of the ECS Event Management Solution
  • Lab B – Import a Managed Solution
Performance Plus

5 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.

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

All third party trademark rights acknowledged.