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.
At the end of this course you will be able to:
This course 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.
Module 1: Business Units and Security Roles
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.
Lab : Maintaining Business Units
Module 2: Configuring Users and Teams
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.
Lab : Managing User Accounts
Lab : Managing Teams
Module 3: Customizing Microsoft Dynamics CRM Overview
This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced.
Lab : Creating a Solution
Module 4: Customizing Fields
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.
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set
Module 5: Customizing Entities
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.
Lab : Creating Custom Entities
Lab : Modifying Entities
Module 6: Customizing Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping
Module 7: Customizing Forms, Views and Charts
This module explains the design, creation and customization 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.
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design
Module 8: Configuring Field Security
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.
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security
Module 9: Configuring Auditing
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.
Lab : Configure Auditing
Module 10: Configuring Solutions
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.
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions
|Teaching mode:||Classroom - Instructor Led|
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