Customization And Configuration In Microsoft Dynamics CRM 2013

Course details

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.

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
• Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
• Module 3: Customizing Entities
• Module 4: Customizing Fields
• Module 5: Managing Relationships
• Module 6: Customizing Forms
• Module 7: Configuring Business Rules
• Module 8: Customizing Views
• Module 9: Customizing Charts and Dashboards
• Module 10: Additional Security Options
• Module 11: Business Process Flows