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.
After completing this course, students will be able to do the following:
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
Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013
Customization or Development?
Microsoft Dynamics CRM Solutions
Introduction to Entity Customization
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
Introduction to Business Units
Overview of Security Roles
User Management Overview
Team Management Overview Teams and Sharing
Manage Security Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access
Module 3: Customizing Entities
Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity
Module 4: Customizing Fields
Field Data Types
Field Display Formats
Customize Existing Fields
Configure Option Sets
Status and Status Reason Fields
Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships
Types of Entity Relationships
Create Entity Relationships
1:N Relationship Behavior
Field Mappings in 1:N Relationships
Connections and Connection Roles
Lab : Create New Relationships
Lab : Customize Relationship Mappings
Module 6: Customizing Forms
Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple Forms
Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor entity.
Module 7: Configuring Business Rules
Configure Business Rules
Lab : Create a Business Rule
Module 8: Customizing Views
View Customization Concepts
Create Custom Views
Remove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard
Module 10: Additional Security Options
Access Team Templates
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template
Module 11: Business Process Flows
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
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.
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