Duration: 3 Days
In this course, you will learn the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of your business. You will cover security, creation and configuration of entities, design of forms views and charts, auditing, and solutions.
Certification:
This course is a part of the Microsoft Dynamics CRM 2011 Customization and Configuration (MB2-866) exam.
What You Will Learn
- Design and implement strategies for the creation of business units and security roles
- Create and configure Microsoft Dynamics CRM users and teams
- 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 in Microsoft Dynamics CRM
- Configure and monitor audition on Microsoft Dynamics CRM components
- Design, create, and configure solutions in Microsoft Dynamics CRM
- Implement both managed and unmanaged solutions
Audience
Novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end user principles of the software.
Prerequistes
- Working knowledge of Microsoft Dynamics CRM 2011
- Completion of Microsoft Dynamics CRM 2011 applications training
- Basic understanding of Microsoft SQL Server and relational database functionality
- No programming skills are required, but a basic understanding of database principles are recommended
Course Outline
1. Business Units and Security Roles
- Business Units
- Managing Business Units
- Security Features
2. Configuring Users and Teams
- User Management
- Adding and Maintaining User Accounts
- Team Configuration
3. Customizing Microsoft Dynamics CRM
- Customization Methodology
- Customizing Microsoft Dynamics CRM
- Types of Customizations
- Types of Customizations - Solutions
4. Customizing Fields
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
5. Customizing Entities
- Entity Concepts
- Modifying Custom Entities
6. Customizing Relationships and Mappings
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
7. Customizing Forms, Views, and Charts
- Basic UI Customization Capabilities
- View Customization
- Charts
- Form Customization
- Other Form Objects
- Creating New Forms
8. Configuring Field Security
- Field Security Scope
- Field Security and Other Security Methods
9. Configuring Auditing
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
10. Configuring Solutions
- Solutions
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
Course Labs
Lab 1: Maintain Business Units
Lab 2: Manage User Accounts
Lab 3: Manage Teams
Lab 4: Create a Solution
Lab 5: Create a Custom Field
Lab 6: Create and Use a Separate Option Set
Lab 7: Create Custom Entities
Lab 8: Modify Entities
Lab 9: Create a Manual N:N Relationship
Lab 10: Create a Mapping
Lab 11: View Customization
Lab 12: Creating Charts
Lab 13: Forms Design
Lab 14: Create and Test a Field Security Profile
Lab 15: Modify Field Security
Lab 16: Configure Auditing
Lab 17: Unmanaged Solutions
Lab 18: Export and Import Managed Solutions
