80542, Customization and Configuration in Microsoft Dynamics CRM 2013

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

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.

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals 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.

At Course Completion

• 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

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Customization or Development
Microsoft Dynamics CRM Solutions
Introduction to Entity Customization

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

Introduction to Business Units
Overview of Security Roles
User Management Overview
Team Management Overview
Teams and Sharing
Manage Security Roles for Users and Teams

Module 3: Customizing EntitiesLessons

Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity

Module 4: Customizing FieldsLessons

Field Data Types
Field Display Formats
Field Properties
Customize Existing Fields
Configure Option Sets
Status and Status Reason Fields
Delete Fields

Module 5: Managing RelationshipsLessons

Types of Entity Relationships
Create Entity Relationships
Relationship Behavior
Field Mappings in Relationships
Connections and Connection Roles

Module 6: Customizing FormsLessons

Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple FormsMobile Clients

Module 7: Configuring Business RulesLessons

Configure Business Rules

Module 8: Customizing ViewsLessons

View Customization Concepts
System Views
Create Custom Views
Remove Unwanted Views

Module 9: Customizing Charts and DashboardsLessons

Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards

Module 10: Additional Security OptionsLessons

Field Security
Access Team Templates
Auditing Overview

Module 11: Business Process FlowsLessons

Business Process Flows

Infero Training 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.