Course details

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.

About New Horizons Lebanon

As changes in technology have accelerated, it’s become even more essential for people to master technology to be productive, invaluable employees who optimize, program and invent solutions—and even grow companies of their own. With over 300 centers in 60 countries, New Horizons is the world’s largest independent IT and Business training company. Over the past 35 years, New Horizons has delivered a full range of IT and business skills/Management training through innovative learning methods that have transformed businesses and helped over 35 million students reach their goals. New Horizons Lebanon branch was established in 1996.
  See all New Horizons Lebanon courses

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