80729 - Customization and Configuration in Microsoft Dynamics CRM 2016 MB2-712 (4 Days)

Code: 80729
Course duration: 4 days
Location Period
Palm Beach County Florida (Instructor-Led)
09-12 09:00AM to 09-15 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Mid-Town New York City (Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Attend Online
08-15 09:00AM to 08-18 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
08-15 09:00AM to 08-18 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Attend Online
09-19 09:00AM to 09-22 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
09-19 09:00AM to 09-22 05:00PM
enroll

80729 - Customization and Configuration in Microsoft Dynamics CRM 2016 MB2-712 (4 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 

 

Guaranteed to Run

2017-09-20 09:00 to 2017-09-21 17:00
Palm Beach County Florida (Instructor-Led)
2017-09-12 09:00 to 2017-09-15 17:00
Palm Beach County Florida (Instructor-Led)
2017-08-21 09:00 to 2017-08-25 17:00
Palm Beach County Florida (Instructor-Led)
2017-08-21 09:00 to 2017-08-25 17:00
Attend Online
2017-08-17
09:00 to 17:00
Mid-Town New York City (Instructor-Led)
2017-08-16 09:00 to 2017-08-18 17:00
Attend Online

Course Reviews

Reviewed by Sudipto Chatterjee at 03/13/2017
5

Cons:
Pros:
This course is very helpful to understand the MS Dynamics for CRM - Customizing and Configuration. The course material were also lucid and instead of being to a different technological background I am able to complete the assignments easily. They have very good infrastructure set up for the course.
Comments:
Jeff and Ed were extraordinary in helping us to understand MS Dynamics for CRM. They also explained many other scenarios relevant to our project and demonstrated with some live examples. All members of E-tek centers were very courteous.