Customization and Configuration in Microsoft Dynamics CRM 4.0

Business units

Users

Teams

Security privileges and roles

System Settings

Multilingual User Interface Language Packs

Currency Exchange Rates

Multiple Organizations

Forms

Views

Entities

Attributes

Relationships

Entity Mappings

Application Event Programming

Client Extensions

Workflow

SiteMap

URL Addressable Forms

IFrames

SDK

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

Business Units Overview

Maintaining Business Units

Add Business Units

Reorganize Business Units

Delete Business Units

Identify why an organizational hierarchy is defined in Microsoft Dynamics CRM

Identify the differences between the root business unit and all other business units

Identify the guidelines that control maintenance of business units

Create and maintain business units in Microsoft Dynamics CRM

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

Creating a Custom Security Role

Assigning a Role

Identify how privileges, access levels, and security roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy

Distinguish between entity-based privileges and task-based privileges

Differentiate between the five types of access levels used within the security roles

Identify how Microsoft Dynamics CRM uses security roles

Identify the advantages of using the default Microsoft Dynamics CRM security roles

Identify the properties of the system's two default administrative roles

Define the relationship between roles and business units

Create new security roles

Create new security roles by copying privileges and access levels from existing security roles

Identify best practices to follow when configuring security roles

User Management Overview

Adding and Maintaining User Accounts

Team Management

Adding a Single User

Adding Multiple Users

Changing a Manager

Disabling a User Account

Create Teams

Add Users to a Team

Share Data with a Team

Review the characteristics of Microsoft Dynamics CRM's user management structure

Create and maintain user accounts in Microsoft Dynamics CRM

Identify the differences between adding a single user and adding multiple users at one time

Identify the characteristics associated with each user licensing option

Create and maintain teams of users in Microsoft Dynamics CRM

System Settings

Auto Numbering

Fiscal Year Settings

Multilingual User Interface (MUI)

Multi-Currency

Configuring System Settings

Configuring Auto Numbering

Installing French and Spanish MUI Language Packs

Enabling MUI Language Packs

Selecting a language for the Web application

Installing a Language Pack on the Microsoft Dynamics CRM for Microsoft Office Outlook

Selecting a language for the Microsoft Dynamics CRM for Office Outlook

Import a Currency Exchange Rate file

Manually Add a Currency and Exchange Rate

Test Default Account Currency

Test Base Currency

Change the User’s Default Currency

Test the User’s Default Currency

Configure several "one-time" only organization settings that control various system-wide functionalities

Identify the impact of each System Setting on end-user functionality

Identify the impact of the Auto Numbering settings on end-user functionality

Identify the impact of the Fiscal Year Settings on Sales Quota reporting

Identify how Multilingual User Interface packs let users personalize their UI experience by displaying Microsoft Dynamics CRM in the language of their choice

Examine how multicurrency enables monetary transactions and attributes to be defined in multiple currencies

Customization Methodology

Who Can Customize Microsoft Dynamics CRM?

Microsoft Dynamics CRM Architecture

Types of Customizations

Upgrading Customizations

Reusing Customizations

Publishing Customizations

View the Contact form before importing customizations

Import Customizations

View the Contact form after customizations

Export Customizations

Recognize the importance of defining and using an effective implementation methodology while developing customizations

Recognize the types of customizations that can be made based on the default Microsoft Dynamics CRM security roles

Identify how the Microsoft Dynamics CRM architecture influences how and where users customize Microsoft Dynamics CRM

Recognize some of the ways that Microsoft Dynamics CRM can be customized

Identify how Microsoft Dynamics CRM's architecture enables organizations to safely upgrade their customizations

Identify which customizations require publishing and the various ways to publish customizations

Discover how to re-use customizations by exporting customizations made in one deployment and importing them into another

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

Create a Custom Tab

Update the Details and Administration Tabs

Update the Preview form

Modify an existing view

Create a new view

Change an entity’s default view

Modify the Quick Find view

Modify the Advanced Find view

Save an Advanced Find query as a Personal view

Modify an entity’s Associated view

Introduce the basic user interface components that can be customized to meet an organization's business requirements

Identify the features of the form customization tool

Examine how to organize data on a form by organizing the data in tabs

Examine how to organize data within tabs by using sections

Identify how to add and maintain fields on a form

Examine how to test the appearance and behavior of a customized form prior to saving the customizations

Examine how to customize an entity's Preview form

Identify the types of views that can be customized

Identify the different ways in which a view can be customized

Examine what properties can be customized on a view and how to perform the customizations

Customization Concepts

Customizing Attributes

Creating a Custom Entity

Add a Custom Attribute

Add the Attribute to the Entity’s form

Add the Attribute to the Preview form

Create a Custom View

Publish and Test

Create a Custom Entity

Create Custom Attributes

Update Entity Form

Update Entity View

Apply Custom Icons

Update Custom Entity Permissions

Review the types of entities and attributes available in system

Create and edit attributes to meet an organization’s business needs

Examine how to create, configure, and delete custom entities

Configure security settings to control access to and maintenance of custom entities

Supported Entity Relationships

Unsupported Entity Relationships

One-to-Many Relationship Behavior

Creating Entity Relationships

Entity Mapping

Create an Intersect Entity

Create two Many-to-One Relationships based on the intersect entity and two related entities

Add attributes to the intersect entity

Expose Attributes on the Intersect Entity form

Edit the Associated View

Save and Publish

Test the functionality

Update Entity Attribute

Create a custom view

Create a Custom Entity

Create Custom Attributes

Create a Many-to-Many relationship

Create a Many-to-One relationship

Update an entity form

Update an entity Preview form

Update Picklist Values

Add a custom attribute

Create an Entity Mapping

Test the mapping

Create a Department Entity

Add Department Attributes

Create Account/Department relationship

Create Department/Contact relationship

Create Contact/Department relationship

Modify the entities

Create mappings

Secure the new entity

Test the functionality

Identify the various types of supported relationships that can link system and custom entities

Identify the types of relationships that are not supported by the system

Discover how 1:N relationship rules control how certain actions taken on a record affect related records

Create entity relationships and configure relationship behavior

Discuss how attribute mapping facilitates data entry when creating new records that are related to a parent record

Renaming a Customizable Entity

Translate Customized Labels

Back up the Case configuration

Rename the Case Entity

Change the view names

Change the Case form labels

Change the Attribute Display names

Change the messages

Publish and Export the changes

Change the online Help

Examine the steps that need to be performed to rename a customizable entity

Discover how to translate customized labels in a multilingual deployment

Creating Multiple Organizations

Deployment Manager - Microsoft Administrators

Deployment Manager – Organizations

Deployment Manager – Servers

Deployment Manager – Licenses

Add a new organization

Add business units to the new organization

Identify how the multi-tenancy feature enables users to have more than one organization installed on a single Microsoft CRM Server

Discover how the Deployment Manager's Deployment Administrators tool is used for viewing users with the Administrator license

Examine how the Deployment Manager's Organizations tool is used for maintaining connectivity between the Microsoft CRM Server(s), the Reporting Server, and the Microsoft CRM database

Identify how to use the Deployment Manager's Server tool to take Microsoft CRM Servers offline and online

Use the Deployment Manager's License tool to maintain server and client licenses

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

Introduce Workflow features, including Workflow events, actions, and conditions

Identify the form and field events that can be customized with client-side code

Examine some of the common uses of client-side code within Microsoft Dynamics CRM

Explore the advantages of using Form events and which form Events can include client-side code

Explore the advantages of using Field events and which field Events can include client-side code

Examine where the JScript code for Form and Field events is entered

Identify the issues to be aware of when adding client-side code

Examine how IFrames provide the ability to display the web page from another application within a Microsoft Dynamics CRM form

Examine how to link Microsoft Dynamics CRM into other applications and reports using URL Addressable forms

Explore how to add custom menus, side tabs, and buttons to the Microsoft Dynamics CRM application.

Identify where to add custom buttons, menus, and side tabs in Microsoft Dynamics CRM

Examine how to customize the Navigation Pane by modifying the SiteMap

Identify the structure of the SiteMap to customize the correct areas per business requirements

Introduce the Software Development Kit (SDK) that is used by developers when integrating Microsoft Dynamics CRM with other applications

Identify where an organization can locate ISV solutions