80542 – Customization and Configuration in Microsoft Dynamics CRM 2013

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This course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised 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.

  • Customisation or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customisation
Lab : Create a Solution and publisher
  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview Teams and Sharing
  • Manage Security Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access
  • Entity Customisation Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity
  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customise Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Delete Fields
Lab : Create and Modify a Global Option Set
  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
Lab : Create New Relationships
Lab : Customise Relationship Mappings
  • Form Customisation Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients
Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor Entity
  • Configure Business Rules
Lab : Create a Business Rule
  • View Customisation Concepts
  • System Views
  • Create Custom ViewsRemove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views
  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard
  • Field Security
  • Access Team Templates
  • Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template
After completing this module, students will be able to:
  • Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
This training is intended for both novice and experienced customers 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.
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 customising database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.
  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customising 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
Santanu Roy

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