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Customization and Configuration in Microsoft Dynamics CRM 2013

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 ... Show More
Course Prerequisites:
This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are famili... Show More
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Instructor-Led Training (ILT)

Attend training in a classroom environment at a campus near you. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.


3 Days

Course Content

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Customization or Development?
Microsoft Dynamics CRM Solutions
Introduction to Entity Customization

Lab : Create a Solution and publisher

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

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 S ecurity Roles

Lab : Configure User Access

Module 3: Customizing Entities

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

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

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

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

Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views

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

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

Field Security
Access Team Templates
Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Business Process Flows

Lab : Create a Multi-Entity Business Process Flow

CTU Training Solutions , Updated: July 6th, 2017

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The course information above is subject to change without notification due to market trends in the industry, legislation and/or programme version updates. Terms and Conditions

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