Microsoft Dynamics® CRM 2011 Customization and Configuration Training Course


Microsoft Official Curriculum Course Number: 80294
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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.
  • Module 1: Business Units and Security Roles
  • Business Units
  • Managing Business Units
  • Security Features
  • Module 2: Configuring Users and Teams
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration
  • Module 3: Customizing Microsoft Dynamics CRM Overview
  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions
  • Module 4: Customizing Fields
  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets
  • Module 5: Customizing Entities
  • Entity Concepts
  • Modifying Custom Entities
  • Module 6: Customizing Relationships and Mappings
  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping
  • Module 7: Customizing Forms, Views and Charts
  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms
  • Module 8: Configuring Field Security
  • Field Security Scope
  • Field Security and Other Security Methods
  • Module 9: Configuring Auditing
  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions
  • Module 10: Configuring Solutions
  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions
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    Please complete the form below and a TrainUp.com support specialist will send you information on the course you've selected. Our staff typically responds to your requests within 30 minutes or less. You can also reach us toll-free at 1-866-540-9677

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