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.
• 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
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.
Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013LessonsCustomization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity CustomizationLab : Create a Solution and publisherModule 2: Building a Security Model in Microsoft Dynamics CRM 2013LessonsIntroduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and TeamsLab : Configure Security RolesLab : Configure User AccessModule 3: Customizing EntitiesLessonsEntity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an EntityLab : Create Custom EntitiesLab : Create a Custom Activity EntityModule 4: Customizing FieldsLessonsField Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete FieldsLab : Create and Modify a Global Option SetModule 5: Managing RelationshipsLessonsTypes of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection RolesLab : Create New RelationshipsLab : Customize Relationship MappingsModule 6: Customizing FormsLessonsForm Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile ClientsLab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the Competitor entity.Module 7: Configuring Business RulesLessonsConfigure Business RulesLab : Create a Business RuleModule 8: Customizing ViewsLessonsView Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted ViewsLab : Modify a Quick Find ViewLab : Create Custom ViewsModule 9: Customizing Charts and DashboardsLessonsCreate and Modify ChartsExport and Import ChartsCreate and Modify DashboardsLab : Create a Custom ChartLab : Create a DashboardModule 10: Additional Security OptionsLessonsField SecurityAccess Team TemplatesAuditing OverviewLab : Configure Field SecurityLab : Create and Configure an Access Team TemplateModule 11: Business Process FlowsLessonsBusiness Process FlowsLab : Create a Multi-Entity Business Process FlowAdditional Reading