80542: Customization and Configuration in Microsoft Dynamics CRM 2013 Training
We offer private customized training for groups of 3 or more attendees.
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Course Description |
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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 Length: 3 Days
Course Tuition: $1290 (US) |
Prerequisites |
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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 Outline |
Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013 Lessons
Lab: Create a Solution and publisher Module 2: Building a Security Model in Microsoft Dynamics CRM 2013 Lessons
Lab: Configure Security Roles Lab: Configure User Access Module 3: Customizing Entities Lessons
Lab: Create Custom Entities Lab: Create a Custom Activity Entity Module 4: Customizing Fields Lessons
Lab: Create and Modify a Global Option Set Module 5: Managing Relationships Lessons
Lab: Create New Relationships Lab: Customize Relationship Mappings Module 6: Customizing Forms Lessons
Lab: Modify Form Layout and Add Fields Lab: Create a Role-Based Form for the Competitor entity. Module 7: Configuring Business Rules Lessons
Lab: Create a Business Rule Module 8: Customizing Views Lessons
Module 9: Customizing Charts and Dashboards Lessons
Lab: Create a Custom Chart Lab: Create a Dashboard Module 10: Additional Security Options Lessons
Lab: Configure Field Security Lab: Create and Configure an Access Team Template Module 11: Business Process Flows Lessons
Lab: Create a Multi-Entity Business Process Flow |
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