Karlebovej 91, 3400 Hillerød | Krajbjergvej 3, 8541 Skødstrup
70 22 29 29
08:30 - 17:00

Customization and Configuration in Microsoft Dynamics CRM 2013 (80542)

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Kursusinfo

  • Dette kursus varer 3 dage
  • Der medfølger kursusmateriale til dette kursus
  • Fuld forplejning (Morgenmad, frokost, kage, kaffe og sodavand ad libitum)
  • 4 vouchers / 450 Quattros

Varighed

Dette kursus varer 3 dage

Materialer

Der medfølger kursusmateriale til dette kursus

Forplejning

Fuld forplejning (Morgenmad, frokost, eftermiddagskage samt kaffe og sodavand ad libitum)

QQ

Pris for QBS medlemmer

4 vouchers / 450 Quattros

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.
 

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.

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 2013

Lessons
•Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization 

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

Lessons
•Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams

Module 3: Customizing Entities

Lessons
•Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Module 4: Customizing Fields

Lessons
•Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Module 5: Managing Relationships

Lessons
•Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Module 6: Customizing Forms

Lessons
•Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Module 7: Configuring Business Rules

Lessons
•Configure Business Rules

Module 8: Customizing Views

Lessons
•View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Module 9: Customizing Charts and Dashboards

Lessons
•Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Module 10: Additional Security Options

Lessons
•Field SecurityAccess Team TemplatesAuditing Overview

Module 11: Business Process Flows

Lessons
•Business Process Flows

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