80294, Microsoft Dynamics CRM 2011 Customization and Configuration

	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.
	Duration: 3.0 day(s) Price: £800.00 + VAT	Download Course Content   Download Course Files

Locations

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.

Target Students

This course 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.

Prerequisites

Delivery Method

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Certification

Course Objectives

After completing this course, students will be able to:

• Design and implement strategies for the creation of Business Units and Security Roles
• Create and 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 in Microsoft Dynamics CRM
• Configure and monitor audition on Microsoft Dynamics CRM components
• Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

Course Content

Module 1: Business Units and Security Roles

Business Units
Managing Business Units
Security Features
Lab: Maintaining Business Units
Lab: Copying and Creating Roles

Module 2: Configuring Users and Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab: Managing User Accounts
Lab: Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations - Solutions
Lab: Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab: Creating a Custom Field
Lab: Creating and Using a Separate Option Set

Module 5: Customizing Entities

Lessons
Entity Concepts
Modifying Custom Entities
Lab: Creating Custom Entities
Lab: Modifying Entities

Module 6: Customizing Relationships and Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab: Create a Manual N:N Relationship
Lab: Create a Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab: View Customization
Lab: Creating Charts
Lab: Forms Design

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab: Creating and Testing a Field Security Profile
Lab: Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab: Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab: Unmanaged Solutions
Lab: Exporting and Importing Managed Solutions