Microsoft Dynamics CRM 2011 Customization and Configuration

Course details

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

1 - Business Units and Security Roles

• Business Units
• Managing Business Units
• Security Features
• Lab : Maintaining Business Units

2 - Configuring Users and Teams

• User Management Overview
• Adding and Maintaining User Accounts
• Team Configuration
• Lab : Managing User Accounts
• Lab : Managing Teams

3 - Customizing Microsoft Dynamics CRM Overview

• Customization Methodology
• Who can Customize Microsoft Dynamics CRM?
• Types of Customizations
• Types of Customizations - Solutions
• Lab : Creating a Solution

4 - Customizing Fields

• Customization Concepts
• Field Data Types
• Field Properties
• Creating Fields
• Creating Option Sets
• Lab : Creating a Custom Field
• Lab : Creating and Using a Separate Option Set

5 - Customizing Entities

• Entity Concepts
• Modifying Custom Entities
• Lab : Creating Custom Entities
• Lab : Modifying Entities

6 - Customizing Relationships and Mappings

• Types of Entity Relationships
• Creating Entity Relationships
• Entity Mapping
• Lab : Create a Manual N:N Relationship
• Lab : Create a Mapping

7 - Customizing Forms, Views and Charts

• Basic UI Customization Capabilities
• View Customization Overview
• Charts
• Form Customization Overview
• Other Form Objects
• Creating New Forms
• Lab : View Customization
• Lab : Creating Charts
• Lab : Forms Design

8 - Configuring Field Security

• Field Security Scope
• Field Security and Other Security Methods
• Lab : Creating and Testing a Field Security Profile
• Lab : Modify Field Security

9 - Configuring Auditing

• Enabling Auditing
• Viewing Audit Data
• Managing Audit Partitions
• Lab : Configure Auditing

10 - Configuring Solutions

• Solutions Review
• Exporting and Importing Unmanaged Solutions
• Exporting and Importing Managed Solutions
• Lab : Unmanaged Solutions
• Lab : Exporting and Importing Managed 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.