Course Details
Course Outline
1 - Introduction to Customization and Configuring Dynamics CRM
Talent and Course IntroductionModule OverviewCRM OverviewWhat is Dynamics Customization and Configuration?CRM ArchitectureCustomization MethodologyModule reviewObtaining a Dynamics CRM TrialTEST YOUR KNOWLEDGE MODULE 1"
2 - Manage Microsoft Dynamics CRM Online Subscriptions
Module OverviewConfiguring CRMOverview of CRM SecurityUser AdministrationMailboxesTeams
3 - CRM Security Model
Module OverviewPurpose of the CCRM Security ModelPrivilegesAccess LevelsSecurity RolesHierarchy SecurityHierarchy TypesModule review
4 - Introduction to Solutions
Module OverviewSolutions OverviewSolution DetailCreating and Working with Solutions Working with Solution AssetsExporting SolutionsImporting SolutionsModule review
5 - Entity and Field Customization
Module OverviewTypes EntitiesEntity OwnershipEntity PropertiesSystem vs Custom EntitiesCustom Entities and Security RolesOverview of FieldsField PropertiesModule review
6 - Additional Field Customization
Module OverviewCreating Fields to Meet Client NeedsCalculated FieldsRollup FieldsCRM Option SetsAlternate KeysField Level SecurityState and Status Reason TransitionsModule Review
7 - Configure mobile devices
Module OverviewTypes of RelationshipsHow and where they are createdMany to Many RelationshipsHierarchical DataEntity MappingConnection and Connection RolesModule Review
8 - Customizing Forms
Module OverviewForm typesQualities of a good formBuilding a FormSpecialized Form ComponentsAccess Teams and Sub GridsWorking with NavigationAdditional Form TypesMultiple FormsForm customizations and Mobile ClientsModule Review
9 - Business Rules
Module OverviewBusiness RulesBusiness Rule ScopeTrigger RulesCondition and ActionsElse Conditions and Actions Occur When Conditions Are TrueModule review
10 - Views and Visualizations
Module OverviewUsing ViewsView CustomizationSystem View Types Quick FindCustomization ChartsCustomizing DashboardThemesModule Review
11 - Introduction to Processes
Module OverviewProcesses and AutomationWorkflow BasicsModule review
12 - Business Process Flows
What are CRM Business Process FlowsEnabling Business Process FlowsSteps Stages and CategoriesConditional BranchingModule Review
13 - Bringing it all Together
Module OverviewReview of Customization Topics CoveredSenarioPackaging in a SolutionModule review
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
Target Audience
Students receive comprehensive Microsoft Dynamics exam preparation, becoming familiarized with the Dynamics CRM customization and configuration tools. Aspirants also learn to leverage the platform tools to create custom objects, automate tasks, modify user interface, and perform other such customizations.