80729 - Customization and Configuration in Microsoft Dynamics CRM 2016 MB2-712 (3 Days)
Description
This learning course provides students with the tools to customize and configure a Dynamic CRM implementation. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
Prerequisites-
1-3 years Dynamics CRM experience as End-user or Admin. Working Knowledge of Active Directory and CRM Security Model. Working knowledge and understanding of Microsoft SQL Server. Basic knowldge of Dynamics CRM Architecture.
This course helps prepare you for exam MB2-712.
Contents
Module 01: Introduction to Customization and Configuring Dynamics CRM
Talent and Course Introduction
Module Overview
- CRM Overview
- What is Dynamics Customization and Configuration?
- CRM Architecture
- Customization Methodology
Module review
Obtaining a Dynamics CRM Trial
Module 02: Manage Microsoft Dynamics CRM Online Subscriptions
Module Overview
- Configuring CRM
- Overview of CRM Security
- User Administration
- Mailboxes
- Teams
Module Review
MODULE 2 PRACTICE
Module 2: Configuring Dynamics CRM
Practice 2.1: Configure Business Units, Users, and Teams
Module 03: CRM Security Model
Module Overview
- Purpose of the CCRM Security Model
- Privileges
- Access Levels
- Security Roles
- Hierarchy Security
- Hierarchy Types
Module review
MODULE 3 PRACTICES
Practice 3.1: Configure Dynamics CRM Security
Module 04: Introduction to solutions
Module Overview
- Solutions Overview
- Solution Detail
- Creating and Working with Solutions
- Working with Solution Assets
- Exporting Solutions
- Importing Solutions
Module review
Module 05: Entity and Field Customization
Module Overview
- Types Entities
- Entity Ownership
- Entity Properties
- System vs Custom Entities
- Custom Entities and Security Roles
- Overview of Fields
- Field Properties
Module review
Module 06: Additional Field Customization
Module Overview
- Creating Fields to Meet Client Needs
- Calculated Fields
- Rollup Fields
- CRM Option Sets
- Alternate Keys
- Field Level Security
- State and Status Reason Transitions
Module Review
Module 07: Configure mobile devices
Module Overview
- Types of Relationships
- How and where they are created
- Many to Many Relationships
- Hierarchical Data
- Entity Mapping
- Connection and Connection Roles
Module Review
MODULE 7 PRACTICE
- Configure entities for mobile apps
- Scenario
- Connect to the CRM Online instance
- Navigate to the default solution
- Hide the fax field in CRM for Phones
- Add the city field to CRM for Phones Express
- Make the account entity read-only
- Publish changes
- Test the change to CRM for Phones Express
- Test the changes to CRM for Phones and CRM for Tablets
Module 08: Customizing Forms
Module Overview
- Form types
- Qualities of a good form
- Building a Form
- Specialized Form Components
- Access Teams and Sub Grids
- Working with Navigation
- Additional Form Types
- Multiple Forms
- Form customizations and Mobile Clients
Module Review
MODULE 8 PRACTICE
- Set default synchronization method
- Scenario
- Connect to the CRM Online instance
- Navigate to the Email tab on System Settings
- Change the default synchronization methods
- Apply the defaults to existing mailboxes
- Review approval settings
- Scenario
- Connect to the CRM Online instance
- Navigate to the default solution
- Review the approval settings
Module 09: Business Rules
Module Overview
- Business Rules
- Business Rule Scope
- Trigger Rules
- Condition and Actions
- Else Conditions and Actions Occur When Conditions Are True
Module review
MODULE 9 PRACTICE
- Configure forward mailbox record
- Scenario
- Connect to the CRM Online instance
- Navigate to mailboxes
- Create the forward mailbox record
- Review alerts
- Scenario
- Connect to the CRM Online instance
- Navigate to a mailbox record and review alerts
- Reject the email address
- Approve the email address
- Review alerts in the Sales area
Module 10: Views and Visualizations
Module Overview
- Using Views
- View Customization
- System View Types Quick Find
- Customization Charts
- Customizing Dashboard
- Themes
Module Review
Module 11: Introduction to Processes
Module Overview
- Processes and Automation
- Workflow Basics
Module review
Module 12: Business Process Flows
- What are CRM Business Process Flows
- Enabling Business Process Flows
- Steps Stages and Categories
- Conditional Branching
Module Review
Module 13: Bringing it all Together
Module Overview
- Review of Customization Topics Covered
- Senario
- Packaging in a Solution
- Module review
Course Review