80542 Customization and Configuration in Microsoft Dynamics CRM 2013

Date(s) - 01/01/2050
All Day

The Quill Consultancy

Categories No Categories

About this Course
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.
Audience Profile
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.
At Course Completion
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

Course Outline
Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013
Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access
Module 3: Customizing Entities
Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity
Module 4: Customizing Fields
Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships
Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
Lab : Create New Relationships
Lab : Customize Relationship Mappings
Module 6: Customizing Forms
Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
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 ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard
Module 10: Additional Security Options
Field SecurityAccess Team TemplatesAuditing Overview
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

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

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