Microsoft Dynamics CRM 2011Customization and Configuration
Module 1: Business Units and Security Roles
This module explains how to create and configure Business Units in MicrosoftDynamics CRM. It also explains the design principles behind Security Roles, andhow to create and modify new Security Roles.
Module 2: ConfiguringUsers and Teams
This module describes how to create and configure Users and Teams in MicrosoftDynamics CRM. The module explains the interaction between Active Directory andUsers and examines how to assign Security Roles to both Users and Teams.
Module 3:Customizing Microsoft Dynamics CRM Overview
This module describes the customization architecture of CRM. The principlesbehind Solutions and their components are introduced.
Module 4:Customizing Fields
This module explains the use of fields in Microsoft Dynamics CRM. The moduledescribes the concept of data types and formats for fields; and, how to createthem in for system and custom entities.
Module 5:Customizing Entities
This module describes the concept of an entity in Microsoft Dynamics CRM. Themodule explains how to create new entities and the various configurationoptions available. It explains the difference between standard and activityentities and the different scenarios in which they can be used.
Module 6:Customizing Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft DynamicsCRM. The module describes how to create and customize 1:N, N:1 and N:Nrelationships and explains the difference between native and manual N:Nrelationships.
Module 7:Customizing Forms, Views and Charts
This module explains the design, creation and customization of Views, Chartsand Forms. Views design includes the use of filters and columns lists; and, theidea of system and personal views. The module goes on to explain how to createcharts and how to configure charts for various Microsoft Dynamics CRM areas.Form design is covered in detail, including the use of web components on forms,form security and filtered lookups.
Module 8:Configuring Field Security
This module explains the concept of field security in Microsoft Dynamics CRM.The module describes how to create and implement Field Security Profiles andhow those profiles complement the other security mechanisms in MicrosoftDynamics CRM.
Module 9:Configuring Auditing
This module describes the auditing architecture of Microsoft Dynamics CRM. Itexplains how auditing can be enabled at three levels in Microsoft Dynamics CRM:system, entity and field. The module describes how to view and interpretauditing data.
Module 10:Configuring Solutions
This module builds on the principles described in module 3 to explain how tocreate and configure Solutions. The module describes the difference betweenmanaged and unmanaged Solutions and illustrates the methods used to export andimport both types.