About Certification:

The student will learn techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. Topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions.

Course Outline

  • Business Units and Security Roles
  • Configuring Users and Teams
  • Customizing Microsoft Dynamics CRM Overview
  • Customizing Fields
  • Customizing Entities
  • Customizing Relationships and Mappings
  • Customizing Forms, Views and Charts
  • Configuring Field Security
  • Configuring Auditing
  • Configuring Solutions

Course Objectives: 

After completing 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

Target Audience: 

This course 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.

The Cisco Learning Partner Conference in Montreal, Canada, New Horizons was awarded the Worldwide Acceleration and Transformation Partner of the Year Award.

“They are honored to be recognized for the strong partnership that They have had with Learning@Cisco this past year,” said Bryan Ochs, VP of Global Products and Programs. “They look forward to our continued collaboration to further innovate on Cisco learning products that enhance and transform the Cisco student learning experience for our New Horizon clients.”

See all New Horizons Lebanon courses

Contact information not available.

Courses you can instantly connect with...
Service Management in Microsoft Dynamics CRM 2011 New Horizons Lebanon Service Scheduling in Microsoft Dynamics CRM 2011 New Horizons Lebanon Marketing Automation in Microsoft Dynamics CRM 2011 New Horizons Lebanon

Is this the right course for you?

Rate our content

Didn't find what you were looking for ?