Overview
3 Days or FREE WITH SATVs (?)
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.
- Business Units
- Managing Business Units
- Security Features
After completing this module, students will be able to:
- Identify why an organisational hierarchy is defined in Microsoft Dynamics CRM
- Identify the differences between the root business unit and all other business units
- Identify the guidelines that control maintenance of Business Units
- Create and maintain Business Units in Microsoft Dynamics CRM
- Identify the guidelines that control maintenance of business units
- Create and maintain business units in Microsoft Dynamics CRM
- Identify how privileges, access levels, and Security Roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy
- Distinguish between entity-based privileges and task-based privileges
- Differentiate between the five types of access levels used within the Security Roles
- Identify how Microsoft Dynamics CRM uses Security Roles
- Identify the advantages of using the default Microsoft Dynamics CRM Security Roles
- Identify the properties of the system’s two default administrative roles
- Define the relationship between roles and Business Units
- Create new Security Roles
- Create new Security Roles by copying privileges and access levels from existing Security Roles
- Identify best practices to follow when configuring Security Roles
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
After completing this module, students will be able to:
- Review the characteristics of Microsoft Dynamics CRM’s user management structure
- Create and maintain user accounts in Microsoft Dynamics CRM
- Identify the differences between adding a single user and adding multiple users at one time
- Identify the characteristics associated with each user licensing option
- Create and maintain teams of users in Microsoft Dynamics CRM
- Customisation Methodology
- Who can Customise Microsoft Dynamics CRM?
- Types of Customisations
- Types of Customisations – Solutions
After completing this module, students will be able to:
- Recognise the importance of defining and using an effective implementation methodology as you develop customisations
- Identify how the Microsoft Dynamics CRM architecture influences how and where you customise Microsoft Dynamics CRM
- Recognise the types of customisations that can be made based on the default Microsoft Dynamics CRM security roles
- Recognise some of the ways that Microsoft Dynamics CRM can be customised
- Identify which customisations require publishing and the various ways to publish your customisations
- Understand the use of Solutions
- Discover how you can re-use customisations by exporting Solutions made in one deployment and importing them into another
- Create a new Solution
- Identify the components of Solutions
- Identify the differences between Managed and Unmanaged Solutions
- Configure properties of Managed Solution Components
- Customisation Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
After completing this module, students will be able to:
- Review the types of fields available in the system
- Describe the different Data Types available
- Describe the different Field Properties
- Create and edit fields to meet the business needs of your organisation
- Examine how to create, configure and delete Option Sets
- Entity Concepts
- Modifying Custom Entities
After completing this module, students will be able to:
- Review the types of entities available in the system
- Configure security settings to control access to and maintenance of custom entities
- Edit Existing Entities to meet the business needs of your organisation
- Examine how to create, configure, and delete custom entities
- Configure the properties in a Managed Solutions
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
After completing this module, students will be able to:
- Identify the various types of supported Relationships that can link custom entities with other custom entities and with system entities
- Understand how 1:N Relationship rules control how certain actions taken on a record affect related records
- Create entity relationships and configure relationship behaviour
- Discuss how field mapping facilitates data entry when new records related to a parent record are created
- Basic UI Customisation Capabilities
- View Customisation Overview
- Charts
- Form Customisation Overview
- Other Form Objects
- Creating New Forms
After completing this module, students will be able to:
- Introduce the basic user interface components that can be customised to meet your organisation’s business requirements
- Identify the different ways in which a view can be customised
- Understand the use of Charts with Views, including drill-down capabilities
- Examine the method of creating and configuring Charts for entities
- Identify the features of the form customisation tool
- Investigate the other form objects available
- Identify how to add, maintain and organise fields on a form
- Field Security Scope
- Field Security and Other Security Methods
After completing this module, students will be able to:
- Understand the use of field level security in Microsoft Dynamics CRM
- Create and maintain Field Security Profiles
- Understand how field permission work with Field Security Profiles
- Implement Field Security Profiles by assigning them to Users and Teams
- Examine how field security interacts with entity and record security
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
After completing this module, students will be able to:
- Understand the architecture of auditing
- Examine the use of audit partitions
- Identify the actions that can be audited
- Identify the different types of entities that are audited by default
- Understand how to turn on auditing and select the entity types to be audited
- Set auditing for individual attributes of auditable entities
- Examine audit logs
- Manage audit partitions
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
After completing this module, students will be able to:
- Review the attributes and functions of Solutions
- Identify how to Export and Import unmanaged Solutions
- Examine the effect of importing unmanaged Solutions
- Identify how to Export and Import managed Solutions
- Examine the effect of importing managed Solutions
Thanks for your interest!
There are currently no dates scheduled for this course.
Please feel free to register your interest and we’ll be sure to let you know once a date is available.