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