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Customization and Configuration in Microsoft Dynamics CRM 2013
3 Day(s)
REQUEST
PRIVATE SESSION
COURSE DESCRIPTION
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OBJEC
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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.
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

Course Overview

This course describes the techniquesrequired to customize Microsoft Dynamics CRM to meet the specialized needs ofbusinesses. The topics covered include security; creation and configuration ofentities; design of forms views and charts; auditing and solutions. The coursedescribes each topic and how each topic relates to the other topics to producea full configured, effective solution.

Objectives

· Design and implement strategiesfor the creation of Business Units and Security Roles

· Configure Microsoft Dynamics CRMUsers and Teams

· Describe the principles ofcustomizing the system

· Create and configure fields forboth custom and system entities

· Create and configure customentities, including standard and activity entities

· Design, create and configurerelationships between entities

· Create and configure Views, Chartsand Forms for both system and custom entities

· Implement Field Security andAccess Team Templates in Microsoft Dynamics CRM

· Design, create and configureSolutions in Microsoft Dynamics CRM

· Design, create and configureBusiness Rules and Business Process Flows to guide users through their work

Audience

This training is intended for bothnovice and experienced customizers of Microsoft Dynamics CRM who are familiarwith the end-user principles of the software. No programming skills arerequired, but a basic understanding of database principles will be anadvantage.

Topics

Module 1: Introduction to CustomizingMicrosoft Dynamics CRM 2013

· Customization or Development

· Microsoft Dynamics CRM Solutions

· Introduction to EntityCustomization

Module 2: Building a Security Modelin Microsoft Dynamics CRM 2013

· Introduction to Business Units

· Overview of Security Roles

· User Management OverviewTeam

· Management Overview Teams andSharing

· Manage Security Roles for Usersand Teams

Module 3: Customizing Entities

· Entity Customization Concepts

· Create a Custom Entity

· Additional Entity Properties

· Modifying the Configuration of anEntity

Module 4: Customizing Fields

· Field Data Types

· Field Display Formats

· Field Properties

· Customize Existing Fields

· Configure Option Sets

· Status and Status Reason Fields

· Delete Fields

Module 5: Managing Relationships

· Types of Entity Relationships

· Create Entity Relationships

· 1:N Relationship Behavior

· Field Mappings in 1:NRelationships

· Connections and Connection Roles

Module 6: Customizing Forms

· Form Customization Overview

· Create and Modify Forms

· Quick Create and Quick View Forms

· Manage Multiple Forms

· Mobile Clients

Module 7: Configuring Business Rules

· Configure Business Rules

Module 8: Customizing Views

· View Customization Concepts

· System Views

· Create Custom Views

· Remove Unwanted Views

Module 9: Customizing Charts andDashboards

· Create and Modify Charts

· Export and Import Charts

· Create and Modify Dashboards

Module 10: Additional SecurityOptions

· Field SecurityAccess TeamTemplates

· Auditing Overview

Module 11: Business Process Flows

· Business Process Flows

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