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55168 - Customization and Configuration in Microsoft Dynamics CRM 2015

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Duration: 3 Days

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Microsoft CPE:

Course Information

Course Description

​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.

Course Objectives

​At Course Completion After completing this course, students will be able to:

  •  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 mplement 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 Audience

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.

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015
Lessons
  • 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 2015
Lessons
  • 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 Security Roles
Lab: Configure User Access
Module 3: Customizing Entities
Lessons
  • 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
Lessons
  • 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
Lessons
  • 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
Lessons
  • 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
Lessons
  • Configure Business Rules
Lab: Create a Business Rule
Module 8: Customizing Views
Lessons
  • 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
Lessons
  • 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
Lessons
  • Field Security
  • Access Team Templates
  • Auditing Overview
Lab: Configure Field Security
Lab: Create and Configure an Access Team Template
Module 11: Business Process Flows
Lessons
  • Business Process Flows
Lab: Create a Multi-Entity Business Process Flow
- See more at: http://www.techsherpas.com/courses/microsoft-crm-/80542-customization-and-configuration-in-microsoft-dynamics-crm-2013#sthash.OpqI7Kpc.dpuf

Course Prerequisites

​A working knowledge of how to use Microsoft Dynamics CRM 2011 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.

Course Schedule
This course is not scheduled yet.