80665 - Customization and Configuration in Microsoft Dynamics CRM Online and On Premise MB2-707

Code: 80665
Course duration: 1 days
Location Period
Greenwich, Connecticut (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Attend Online 10-13
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-13
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Attend Online 11-10
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 11-10
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-10
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Attend Online 12-15
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Attend Online 01-12
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Attend Online 02-16
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll

80665 - Customization and Configuration in Microsoft Dynamics CRM Online and On Premise MB2-707 (1 Day)

Description

​This Digital Learning 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.

This course helps prepare you for exam MB2-707.

Course Content

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015

  • Lesson 1: Microsoft Dynamics CRM Functionality
  • Lesson 2:  Microsoft Dynamics CRM Solutions
  • Lesson 4: Managing Changes Using Solutions
  • Lesson 5: Component Dependencies
  • Lesson and Module Summary

Module 1 Key Take Away

Module 1: Labs and Exercises

Module 1: Things to think about:

Module 2: Building a Security Model

  • Lesson 1: Introduction to Business Units
  • Lesson 2:  Security Roles
  • Lesson 3:  Assigning Multiple Security Roles
  • Lesson 4:  Managing Security Roles
  • Lesson 5:  Assigning Security Roles to Teams
  • Lesson 5:  Hierarchy Security
  • Lesson and Module Summary

Module 2 Key Take Away

Module 2: Labs and Exercises

Module 2: Things to think about:

Module 3: Customizing Entities

  • Lesson 1:  Creating a Custom Entity
  • Lesson and Module Summary

Module 3 Key Take Away

Module 3: Labs and Exercises

Practice 3.1: Create a Custom Entity

Practice 3.2: Create a Custom Activity Entity

Things to think about:

Module 4: Customizing Fields

  • Lesson 1:  Field Data Types
  • Lesson 2:  Configuring Field Properties
  • Lesson 3: Local and Global ETS
  • Lesson 4:  Data Types
  • Lesson and Module Summary

Module 4 Key Take Away

Module 4: Labs and Exercises

Things to think about:

Module 5: Managing Relationships

  • Lesson 1: Types of Relationships
  • Lesson 2:  N:N Relationships
  • Lesson 3:  Relationship Behavior
  • Lesson 4:  Field Mappings in 1:N Relationships
  • Lesson 5:  Hierarchy
  • Lesson and Module Summary

Module 5 Key Take Away

Module 5: Labs and Exercises

Module 5: Things to think about:

Module 6: Customizing Forms

  • Lesson 1:  Form Customization Overview Adding and Configuring Form Components
  • Lesson 2:  Managing Multiple Forms
  • Lesson 3:  Mobile Client Display of Forms
  • Lesson and Module Summary

Module 6 Key Take Away

Module 6: Labs and Exercises

Module 6: Things to think about:

Module 7: Business Rules

  • Lesson 1:  Business Rule Overview
  • Lesson and Module Summary

Module 7 Key Take Away

Module 7: Labs and Exercises

Module 7: Things to think about:

Module 8: Customizing Views

  • Lesson 1:  View Customization Concepts
  • Lesson 2:  Creating Custom Views
  • Lesson 3: Removing Unwanted Views
  • Lesson and Module Summary

Module 8 Key Take Away

Module 8: Labs and Exercises

Module 8: Things to think about:

Module 9: Customizing Charts and Dashboards

  • Lesson 1:  Creating and Modifying Charts
  • Lesson 2:  Chart Types and Options
  • Lesson 3: Configuring Series and Categories
  • Lesson 4: Creating and Modifying Dashboards
  • Lesson 5: Controlling Access to Dashboards
  • Lesson and Module Summary

Module 9 Key Take Away

Module 9: Labs and Exercises

Module 9: Things to think about:

Module 10: Additional Security Options

  • Lesson 1:  Configure Field Security
  • Lesson 2:  Access Team Templates
  • Lesson and Module Summary

Module 10 Key Take Away

Module 10: Labs and Exercises

Module 10: Things to think about:

Module 11: Business Processes

  • Lesson 1:  Introduction to Business Process Flows
  • Lesson 2:  Create a Business Process Flow
  • Lesson and Module Summary

Module 11 Key Take Away

Module 11: Labs and Exercises

Module 11: Things to think about:

Additional Exercises

Practice 1:1: Create a Solution

Practice: Configure Security Roles

Practice: Configure User Access

  • Exercise 1: Prepare User Accounts and Access
  • Exercise 2: Extend Access using a Team

Practice: Create Custom Entities

  • Exercise 1: Create Two New Entities

Practice: Create a Custom Activity Entity

  • Exercise 1: Create a New Activity Entity Named “Feedback”

Practice: Create Custom Fields

Practice: Create and Modify a Global Option Set

  • Exercise 1: Create an Option Set Field for the Feedback Entity
  • Exercise 2: Edit a Global Option Set

Practice: Create a 1:N Relationship

Practice: Create a N:N Relationship

Demonstration: Customize Relationship Mappings

Module 6

Practice: Add Fields to Forms

  • Exercise 1: Modify Form Layout and Add Fields

Practice: Create a Role-Based Form

Module 8

Practice: Modify the Quick Find View

Demonstration: Create a Custom View

Practice: Create a Custom View

Module 9

Practice: Create a Custom Chart

Practice: Create a Modified Dashboard

Module 10

Module 11

 

 

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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