Course 80542A: Customization and Configuration in Microsoft Dynamics® CRM 2013

Type: Course
Audience(s):IT Professionals
Technology:Microsoft Dynamics CRM
Level:200
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:3 days
Language(s):English

First published:

20 December 2013
Overview
About this course
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.
Audience profile
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.
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 
Course details
Course OutlineModule 1: Introduction to Customizing Microsoft Dynamics CRM 2013Lessons
  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization  
Lab : Create a Solution and publisherModule 2: Building a Security Model in Microsoft Dynamics CRM 2013Lessons
  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams 
Lab : Configure Security RolesLab : Configure User AccessModule 3: Customizing EntitiesLessons
  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
Lab : Create Custom EntitiesLab : Create a Custom Activity EntityModule 4: Customizing FieldsLessons
  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
Lab : Create and Modify a Global Option SetModule 5: Managing RelationshipsLessons
  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
Lab : Create New RelationshipsLab : Customize Relationship MappingsModule 6: Customizing FormsLessons
  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
Lab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the Competitor entity.Module 7: Configuring Business RulesLessons
  • Configure Business Rules
Lab : Create a Business RuleModule 8: Customizing ViewsLessons
  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
Lab : Modify a Quick Find ViewLab : Create Custom ViewsModule 9: Customizing Charts and DashboardsLessons
  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
Lab : Create a Custom ChartLab : Create a DashboardModule 10: Additional Security OptionsLessons
  • Field SecurityAccess Team TemplatesAuditing Overview
Lab : Configure Field SecurityLab : Create and Configure an Access Team TemplateModule 11: Business Process FlowsLessons
  • Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
Additional Reading
Prerequisites
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.
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