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.
This course helpyou you prepare for MB2-703
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
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013Lessons
Lab : Configure Security Roles Lab : Configure User Access
Module 3: Customizing Entities
Lessons
Lab : Create Custom Entities Lab : Create a Custom Activity Entity
Module 4: Customizing Fields
Lessons
Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships
Lessons
Lab : Create New Relationships Lab : Customize Relationship Mappings
Module 6: Customizing Forms
Lessons
Lab : Modify Form Layout and Add Fields Lab : Create a Role-Based Form for the Competitor entity.
Module 7: Configuring Business Rules
Lessons
Lab : Create a Business Rule
Module 8: Customizing Views
Lessons
Lab : Modify a Quick Find View Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Lessons
Lab : Create a Custom Chart Lab : Create a Dashboard
Module 10: Additional Security Options
Lessons
Lab : Configure Field Security Lab : Create and Configure an Access Team Template
Module 11: Business Process Flows
Lessons
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.