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.

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