Customization and Configuration in Microsoft Dynamics® CRM 2013 (80542A)

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.

Audience Profile
This training is intended for both novice and experienced customizers 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 customizing 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 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 
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Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization  
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams 
Module 3: Customizing Entities
  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
Module 4: Customizing Fields
  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
Module 5: Managing Relationships
  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
Module 6: Customizing Forms
  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients
Module 7: Configuring Business Rules
  • Configure Business Rules
Module 8: Customizing Views
  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
Module 9: Customizing Charts and Dashboards
  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
Module 10: Additional Security Options
  • Field SecurityAccess Team TemplatesAuditing Overview
Module 11: Business Process Flows
  • Business Process Flows