Customization and Configuration in Microsoft Dynamics CRM 2013 (3 days) Exam MB2-703

Code: 80542
Course duration: 3 days
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Attend Online
10-18 09:00AM to 10-20 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-18 09:00AM to 10-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Attend Online
11-15 09:00AM to 11-17 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Secaucus, New Jersey (Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-15 09:00AM to 11-17 05:00PM
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Greenwich, Connecticut (Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Attend Online
12-20 09:00AM to 12-22 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Attend Online
01-17 09:00AM to 01-19 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
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Mid-Town New York City (Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Attend Online
02-21 09:00AM to 02-23 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Attend Online
03-21 09:00AM to 03-23 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll

Course Duration: 3 Days

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 2013Lessons

  • Customization or Development in Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization

Lab : Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013Lessons

  • 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

Lessons

  • 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

Lessons

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Delete Fields

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships

Lessons

  • Types of Entity Relationships
  • Create Entity Relationships1: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

Lessons

  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients

Lab : Modify Form Layout and Add Fields

Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views

Lessons

  • View Customization Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

  • 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

Lessons

  • Field Security
  • Access Team Templates
  • Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Lessons

  • Business Process Flows

Lab : Create a Multi-Entity Business Process Flow

Additional Reading

Prerequisites

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.

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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