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Customization and Configuration in Microsoft Dynamics CRM 2013

  • Course Code:

  • Course Duration:

    3 Days
  • Course Price:

  • Availability:

    Call/Email to register interest
  • Overview & ObjectivesOpen or Close

    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.

  • Skills GainedOpen or Close

    At Course Completion

    • 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
  • Course ModulesOpen or Close


    Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013Lessons

    • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization

    Lab : Create a Solution and publisher

    Module 2: Building a Security Model in Microsoft Dynamics CRM 2013Lessons

    • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams

    Lab : Configure Security RolesLab : Configure User Access

    Module 3: Customizing EntitiesLessons

    • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

    Lab : Create Custom EntitiesLab : Create a Custom Activity Entity

    Module 4: Customizing FieldsLessons

    • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

    Lab : Create and Modify a Global Option Set

    Module 5: Managing RelationshipsLessons

    • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

    Lab : Create New RelationshipsLab : Customize Relationship Mappings

    Module 6: Customizing FormsLessons

    • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

    Lab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the Competitor entity.

    Module 7: Configuring Business RulesLessons

    • Configure Business Rules

    Lab : Create a Business Rule

    Module 8: Customizing ViewsLessons

    • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

    Lab : Modify a Quick Find ViewLab : Create Custom Views

    Module 9: Customizing Charts and DashboardsLessons

    • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

    Lab : Create a Custom ChartLab : Create a Dashboard

    Module 10: Additional Security OptionsLessons

    • Field SecurityAccess Team TemplatesAuditing Overview

    Lab : Configure Field SecurityLab : Create and Configure an Access Team Template

    Module 11: Business Process FlowsLessons

    • Business Process Flows

    Lab : Create a Multi-Entity Business Process Flow

  • PrerequisitesOpen or Close

    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.

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