Loading...
Login / Register

Customization and Configuration in Microsoft Dynamics CRM 2013

Request a Quote

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.

Exam
Included

Duration
3 Days

Course Content

Module 01: Introduction to Customizing and Configuring Dynamics CRM

  • Module Overview
  • Dynamics CRM Overview
  • What is Dynamics Customization and Configuration
  • Microsoft Dynamics CRM Architecture
  • Customization Methodology
  • Module Review

Module 02: Configuring Dynamics CRM

  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
  • Practice: Configure Business Units Users and Teams
  • Module Review

Module 03: The CRM Security Model

  • Purpose of the CRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types
  • Practice: Configure Dynamics CRM Security
  • Module Review

Module 04: Introduction to Solutions

  • Solutions Overview
  • Solution Details
  • Creating and Working with Solutions
  • Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions
  • Practice: Create a Solution
  • Module Review

Module 05: Entity and Field Customization

  • Types Entities
  • Entity Ownership
  • Entity Properties
  • Managed Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Practice: Create Custom Entities
  • Overview of Fields
  • Field Properties
  • Practice: Create Custom Fields
  • Practice: Create a Custom Activity Entity
  • Module Review

Module 06: Additional Field Customizations

  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • Practice: Create a Calculated and Rollup fields
  • CRM Options Sets
  • Practice: Create and Modify a Global Option Set
  • Alternate Keys
  • Field Level Security
  • Practice: Configure Field Security
  • State and Status Reason Transitions
  • Module Review

Module 07: Relationships

  • Types of Relationships
  • How and Where They are Created
  • Cascading Rules
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Practice: Customize Relationship Mappings
  • Connection and Connection Roles
  • Practice: Create a Hierarchical Relationship
  • Module Review

Module 08: Customizing Forms

  • Form Types
  • Qualities of a good form
  • Building a Form
  • Practice: Add Fields to Forms
  • Specialized Form Components
  • Access Teams and Sub Grids
  • Practice: Create a Role-Based Form
  • Working with Navigation
  • Additional Form Types
  • Multiple Forms
  • Practice: Create and Configure an Access Team Template
  • Form Customizations and Mobile Clients
  • Module Review

Module 09: Business Rules

  • Business Rules
  • Business Rule Scope
  • Triggering Rules
  • Conditions and Actions
  • Else Conditions and Actions Occur when conditions are True
  • Practice: Create a Business Rule
  • Module Review

Module 10: Views and Visualizations

  • Using Views
  • View Customization
  • Practice: Create a Custom View
  • System View Types Quick Find
  • Practice: Modify the Quick Find View
  • Customizing Charts
  • Practice: Create a Custom Chart
  • Customizing Dashboards
  • Practice: Create a Modified Dashboard
  • Themes
  • Practice: Create and Apply a Dynamics CRM Theme
  • Module Review

Module 11: Introduction to Processes

  • Processes and Automation
  • Workflow Basics
  • Conditions and Actions
  • Practice: Design a Workflow that Automatically Creates and Assigns Feedback Activities
  • Module Review

Module 12: Business Process Flows

  • What are CRM Business Process Flows
  • Enabling Business Process Flows
  • Steps Stages and Categories
  • Conditional Branching
  • Practice: Create a Multi Entity Business Process Flow
  • Module Review

Module 13: Bringing it all together

  • Review of Customization Topics Covered
  • Scenario
  • Packaging in a Solution
  • Module Review

Module 14: Course Review

  • Course Review
CTU Training Solutions , Updated: July 17th, 2017

Share with friends

Request a Quote



Your Name

Your Surname

Contact Number

Your Email

Company

Which campus would you like to study at?

Your job title

Will your training be sponsored?

Message

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

Join the CTU community

Join the CTU Community Portal and gain access to superior resources.

Join for Free

Thank you for printing this page.
Logo
0861 100 395
[email protected]
www.ctutraining.ac.za

X

Call me Back

Leave your details and we'll contact you back!

Your Name:

Your Email:


Contact Number:

Choose a campus