Duration: 3 Days
In this course, you will learn about the techniques required to customize Microsoft Dynamics CRM in order to meet the specialized needs of businesses.
What You Will Learn
- Strategies for the creation of business units and security roles
- Microsoft Dynamics CRM users and teams
- Principles of customizing the system
- Fields for both custom and system entities
- Custom entities, including standard and activity entities
- Relationships between entities
- Views, charts and forms for both system and custom entities
- Field security and access team templates in Microsoft Dynamics CRM
- Solutions in Microsoft Dynamics CRM
- Business rules and business process flows to guide users through their work
Audience
Customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software
Prerequistes
A basic understanding of database principles will be an advantage, but no programming skills are required
Course Outline
1. Introduction to Customizing Microsoft Dynamics CRM 2013
2. Building a Security Model in Microsoft Dynamics CRM 2013
3. Customizing Entities
4. Customizing Fields
5. Managing Relationships
6. Customizing Forms
7. Configuring Business Rules
8. Customizing Views
9. Customizing Charts and Dashboards
10. Additional Security Options
11. Business Process Flows
Course Labs
Lab 1: Create a Solution and publisher
Lab 2: Configure Security Roles
Lab 3: Configure User Access
Lab 4 Create Custom Entities
Lab 5: Create a Custom Activity Entity
Lab 6: Create and Modify a Global Option Set
Lab 7: Create New Relationships
Lab 8: Customize Relationship Mappings
Lab 9: Modify Form Layout and Add Fields
Lab 10: Create a Role-Based Form for the Competitor entity.
Lab 11: Create a Business Rule
Lab 12: Modify a Quick Find View
Lab 13: Create Custom Views
Lab 14: Create a Custom Chart
Lab 15: Create a Dashboard
Lab 16: Configure Field Security
Lab 17: Create and Configure an Access Team Template
Lab 18: Create a Multi-Entity Business Process Flow
