Course 8912: Customization and Configuration in Microsoft Dynamics™ CRM 4.0

Audience(s):IT Professionals
Technology:Microsoft Dynamics CRM
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:3 days
Language(s):English, Chinese (Simplified), French, German, Italian, Japanese, Russian, Spanish

First published:

February 6, 2008
About this course
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
The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features:
  • Application Event Programming
  • Client Extensions
  • Workflow
  • SiteMap
  • URL Addressable Forms
  • IFrames
  • SDK
Audience profile
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.
At course completion
The course completion objectives are:
  • 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
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.

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