8912, Customization and Configuration in Microsoft Dynamics CRM 4.0

	This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as: Business units Users Teams Security privileges and roles System Settings Multilingual User Interface Language Packs Currency Exchange Rates Multiple Organizations The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components: Forms Views Entities Attributes Relationships Entity Mappings
	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 Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application’s organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.

Prerequisites

Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.

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:

• Configure a company’s organizational structure within Microsoft Dynamics CRM
• Add user accounts
• Create and maintain security roles
• Create teams of users
• Create and configure multiple organizations within one implementation
• Configure system settings, currency exchange rates, and multilingual user interface language packs
• Import and export customizations
• Customize forms and views
• Customize database entities and attributes
• Customize entity relationships and mappings

Identify areas where advanced customization functionality can be implemented

Course Content

Module 1: Configuring Business Units

Business Units Overview
Maintaining Business Units

Module 2: Configuring Security

Microsoft Dynamics CRM Security Features
Privileges
Access Levels
Security Roles
Security Roles and Business Units
Creating and Copying Security Roles
Planning Considerations when Configuring Security

Module 3: Configuring Users and Teams

User Management Overview
Adding and Maintaining User Accounts
Team Management

Module 4: Configuring Organizational Settings

System Settings
Auto Numbering
Fiscal Year Settings
Multilingual User Interface (MUI)
Multi-Currency

Module 5: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who Can Customize Microsoft Dynamics CRM?
Microsoft Dynamics CRM Architecture
Types of Customizations
Upgrading Customizations
Reusing Customizations
Publishing Customizations

Module 6: Customizing Forms and Views

Basic UI Customization Capabilities
Form Customization Overview
Form Customization – Editing Tabs
Form Customization – Editing Sections
Form Customization – Editing Fields
Preview Your Customizations
Preview Form Customization
View Customization Overview
View Customization

Module 7: Customizing Entities and Attributes

Customization Concepts
Customizing Attributes
Creating a Custom Entity

Module 8: Customizing Relationships and Mappings ments

Supported Entity Relationships
Unsupported Entity Relationships
One-to-Many Relationship Behavior
Creating Entity Relationships
Entity Mapping

Module 9: Renaming Entities and Translating Customizations

Renaming a Customizable Entity
Translate Customized Labels

Module 10: Maintaining Organizations through Deployment Manager

Creating Multiple Organizations
Deployment Manager - Microsoft Administrators
Deployment Manager – Organizations
Deployment Manager – Servers
Deployment Manager – Licenses

Module 11: Introduction to Advanced Customizations

Introduction to Workflow
Introduction to Application Event Programming
Common Uses for Event Programming
Using Form Events
Using Files Events
Configuring Event Detail Properties
Introduction to IFrames
Introduction to URL Addressable Forms
Introduction to Creating Custom Menus, Buttons, and Navigation Items
Introduction to ISV.config Integration Points
Introduction to SiteMap
SiteMap structures
Introduction to SDK Capabilities
ISV solutions