80294 – Microsoft Dynamics CRM 2011 Customisation and Configuration

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.

This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles.
Lessons
  • Business Units
  • Managing Business Units
  • Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

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
This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.
Lessons
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

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
This module describes the customisation architecture of CRM. The principles behind Solutions and their components are introduced.
Lessons
  • Customisation Methodology
  • Who can Customise Microsoft Dynamics CRM?
  • Types of Customisations
  • Types of Customisations – Solutions
Lab : Creating a Solution

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
This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities.
Lessons
  • Customisation Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

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
This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used.
Lessons
  • Entity Concepts
  • Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying 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
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customise 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.
Lessons
  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a 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
This module explains the design, creation and customisation of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups.
Lessons
  • Basic UI Customisation Capabilities
  • View Customisation Overview
  • Charts
  • Form Customisation Overview
  • Other Form Objects
  • Creating New Forms
Lab : View Customisation
Lab : Creating Charts
Lab : Forms Design

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
This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.
Lessons
  • Field Security Scope
  • Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

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
This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at three levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data.
Lessons
  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions
Lab : Configure Auditing

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
This module builds on the principles described in Module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and import both types.
Lessons
  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : 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
This course is intended for both novice and experienced customisers 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 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.

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