80294 Dynamics CRM 2011 Customization and Configuration

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Overview

​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.

Intended Audience


At Completion


Prerequisites

​Upon successful completion of this course, students will be able to:

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Create and 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 in Microsoft Dynamics CRM
  • Configure and monitor audition on Microsoft Dynamics CRM components
  • Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

Exams & Certifications


Materials


Course Outline

​Module 1: Business Units and Security Roles

  • Business Units
  • Managing Business Units
  • Security Features

Module 2: Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

Module 3: Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations – Solutions

Module 4: Customizing Fields

  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

Module 5: Customizing Entities

  • Entity Concepts
  • Modifying Custom Entities

Module 6: Customizing Relationships and Mappings

  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

Module 7: Customizing Forms, Views and Charts

  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

Module 8: Configuring Field Security

  • Field Security Scope
  • Field Security and Other Security Methods

Module 9: Configuring Auditing

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Module 10: Configuring Solutions

  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions

 

 

80294 Dynamics CRM 2011 Customization and Configurationhttp://springhouse.com/course-catalog/8029480294 Dynamics CRM 2011 Customization and Configuration

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