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Dynamics
80294 Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated
2 Day(s)
REQUEST
PRIVATE SESSION
COURSE DESCRIPTION
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Course OverviewThis 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.Objectives• Design and implement strategies for the creation of Business Units and Security Roles• Create and 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 in Microsoft Dynamics CRM• Configure and monitor audition on Microsoft Dynamics CRM components• Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged SolutionsAudienceThis course 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.Prerequisites - no prerequisites.
Price: $1,835
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com
To find out more available information
about this course, please contact us:

416-929-1599
info@acend.com
80294
Topics

Module 1: Business Units and SecurityRoles
  • Business Units
  • Managing Business Units
  • Security Features
Module 2: Configuring Users and Teams
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration
Module 3: Customizing MicrosoftDynamics CRM Overview
  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions
Module 4: Customizing Fields
  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets
Module 5: Customizing Entities
  • Entity Concepts
  • Modifying Custom Entities
Module 6: Customizing Relationships and Mappings
  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping
Module 7: Customizing Forms, Views and Charts
  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms
Module 8: Configuring Field Security
  • Field Security Scope
  • Field Security and Other Security Methods
Module 9: Configuring Auditing
  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions
Module 10: Configuring Solutions
  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions

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