Dynamics 365 (CRM 2016 and 2015 ) Customization and Configuration

Code: 805715
Course duration: 3 days
Location Period
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
enroll
Greenwich, Connecticut (Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
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
Raleigh, North Carolina (Virtual Instructor-Led)
12-20 09:00AM to 12-22 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
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
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
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
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
Raleigh, North Carolina (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
01-17 09:00AM to 01-19 05:00PM
enroll
Washington, D.C. (Virtual Instructor-Led)
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
Greenwich, Connecticut (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
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Mid-Town New York City (Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
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
Raleigh, North Carolina (Virtual Instructor-Led)
02-21 09:00AM to 02-23 05:00PM
enroll
Attend Online
03-21 09:00AM to 03-23 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Washington, D.C. (Instructor-Led)
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
Greenwich, Connecticut (Virtual Instructor-Led)
03-21 09:00AM to 03-23 05:00PM
enroll
Palm Beach County Florida (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

805715 -Dynamics 365 (CRM 2016 and 2015 ) Customization and Configuration (3 Days)

Course Description

This class provides a complete understanding of the Dynamics CRM 2015 product for Systems Administrators and Systems Customers.

This course contains all the necessary information to manage a CRM 2015 deployment. The course starts with a high level introduction to Dynamics CRM 2015 with a core focus on Customization the process, customization and systems for your organization.

Who Should Attend

This course is intended for intermediate 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.

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015

Lessons

  • The Dynamics CRM project management process
  • Customization or Development
  • Dynamics CRM Solutions
  • Introduction to Entity Customization

Module 2: Building a Security Model in Microsoft Dynamics CRM 2015

Lessons

  • Introduction to the Dynamics CRM 2015 Security Model
  • Business Units
  • Security Roles
  • User and Team Management
  • Assigning and Sharing with Users and Teams and Security Roles

Module 3: Customizing Entities

Lessons

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an 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
  • Deleting Fields

Module 5: Managing Relationships

Lessons

  • Types of Entity Relationships
  • Create Entity Relationships One to Many (1:N) Relationship
  • Field Mapping between Entities
  • Many to One (N:1) Relationships between Entities
  • Many to Many (N:N) Relationships between Entities
  • Connections and Connection Roles

Module 6: Customizing Forms

Lessons

  • Financial Reason Codes
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Main Forms and Mobil Forms
  • Manage Multiple Forms

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Module 8: Customizing View

Lessons

  • Creating View s
  • Customization Concepts
  • System and Personal Views
  • Removing Unwanted Views

Module 9: Customizing Charts and Dashboards

Lessons

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards

Module 10: Additional Security Options

Lessons

  • Field Security
  • Access Team Templates
  • Auditing Overview

Module 11: Business Process Flows Lessons

Lessons

  • Business Process Flows

Module 12: Adding functionally with Solutions

Lessons

  • The solution model
  • Choosing a Solution
  • Importing and Export a solution

What You'll Learn

After completing this course, students will be able to:

  • Design and plan a Dynamics CRM organizational strategy.
  • 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 Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online

Course Reviews

No reviews found for this course.

Be the first to write a review