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.

Objectives

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 

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.

Founded and headquartered in Anaheim, California, New Horizons Learning Centers was named the world's largest independent training company by IDC.

The Company is both an operator and franchisor of training centers that offer a broad range of Technical Training, Desktop Application, Business Skills and English Language courses for all levels of users in multiple delivery methods and formats.

New Horizons provides approximately three million student days of instruction annually with location around the globe.

New Horizons sets the pace of innovative training programs that meet the changing needs of the industry. With 2400 qualified instructors in over 2100 classrooms at 300 centers in 60 counters around the world.

New Horizons offers more courses, at more times, in more delivery methods than any other training company.

See all New Horizons Egypt courses

Contact information not available.

Courses you can instantly connect with...
MCTS: SQL Server 2008, Database Development Helper Learning MCTS: SQL Server 2005 Helper Learning MCTS: .NET Framework 3.5, Windows Forms Applications Helper Learning

Is this the right course for you?

Rate our content

Didn't find what you were looking for ?

or