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Customisation and Configuration in Microsoft Dynamics CRM 4.0

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Module 1: Creating Your Organisational Structure

  • This module examines how to set up your organisational structure by maintaining business units within an organisation.
  • Business Units
  • Managing Business Units
  • Lab: Maintaining Business Units
Skills
  • Identify why an organisational hierarchy is defined in Microsoft Dynamics CRM.
  • Identify the differences between the root business unit and all other business units.
  • Identify the guidelines that control maintenance of business units.
  • Create and maintain business units in Microsoft Dynamics CRM.
Top

Module 2: Configuring Security

  • This module reviews the Microsoft Dynamics CRM security model, the components that make up the model, and how to manage them.
  • Microsoft Dynamics CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Planning Considerations when Configuring Security
  • Lab: Copying and Creating Roles
Skills
  • Identify how privileges, access levels, and security roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy.
  • Distinguish between entity-based privileges and task-based privileges.
  • Differentiate between the five types of access levels used within the security roles.
  • Identify how Microsoft Dynamics CRM uses security roles.
  • Identify the advantages of using the default Microsoft Dynamics CRM security roles.
  • Identify the properties of the system’s two default administrative roles.
  • Define the relationship between roles and business units.
  • Create new security roles.
Top

Module 3: Configuring Users and Teams

  • This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management
  • Lab: Managing User Accounts
  • Lab: Managing Teams
Skills
  • Review the characteristics of Microsoft Dynamics CRM user management structure.
  • Create and maintain user accounts in Microsoft Dynamics CRM.
  • Identify the differences between adding a single user and adding multiple users at one time.
  • Identify the characteristics associated with each user licensing option.
  • Create and maintain teams of users in Microsoft Dynamics CRM.
Top

Module 4: Configuring Organisational Settings

  • This module examines a variety of configuration settings that enable Microsoft Dynamics CRM to be tailored to satisfy business requirements.
  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface
  • Multicurrency
  • Lab: Maintaining System Settings
  • Lab: Installing MUI Language Packs
  • Lab: Importing Currency Exchange Rates
Skills
  • Configure several ‘one-time’ only organisation settings that control various system-wide functionalities.
  • Identify the impact of each System Setting on end-user functionality.
  • Identify the impact of the Auto Numbering settings on end-user functionality.
  • Identify the impact of the Fiscal Year Settings on Sales Quota reporting.
  • Identify how Multilingual User Interface packs let users personalise their UI experience.
  • Examine how multicurrency enables monetary transactions and attributes to be defined in multiple currencies.
Top

Module 5: Customising Microsoft Dynamics CRM Overview

  • This module explains how Microsoft Dynamics CRM can be customised to adapt to business models.
  • Customisation Methodology
  • Microsoft Dynamics CRM Architecture
  • Types of Customisations
  • Upgrading Customisations
  • Publishing Customisations
  • Reusing Customisations
  • Lab: Importing and Exporting Customisations
Skills
  • Recognise the importance of defining and using an effective implementation methodology.
  • Recognise the types of customisations that can be based on the default Microsoft Dynamics CRM security roles.
  • Identify how the Microsoft Dynamics CRM architecture influences how and where you customise Microsoft Dynamics CRM.
  • Recognise some of the ways that Microsoft Dynamics CRM can be customised.
  • Identify how Microsoft Dynamics CRM’s architecture enables organisations to safely upgrade their customisations.
  • Identify which customisations require publishing and the various ways to publish them.
  • Discover how you can re-use customisations by exporting customisations made in one deployment and importing them into another.
Top

Module 6: Customising Forms and Views

  • This module examines how to customise the Microsoft Dynamics CRM user interface using the application’s customisation tools.
  • Basic UI Customisation Capabilities
  • Form Customisations
  • Preview Form Customisation
  • View Customisations
  • Lab: Form Customisation
  • Lab: View Customisation
Skills
  • Identify the features of the form customisation tool.
  • Examine how to organise data on a form by organising the data in tabs.
  • Examine how to organise data within tabs by using sections.
  • Identify how to add and maintain fields on a form.
  • Examine how to test the appearance and behaviour of a customised form prior to saving the customisations.
  • Examine how to customise an entity’s Preview form.
  • Identify the types of views that can be customised.
  • Identify the different ways in which a view can be customised.
  • Examine what properties can be customised on a view.
Top

Module 7: Customising Entities and Attributes

  • This module examines how Microsoft Dynamics CRM allows you to create new entities and attributes through the application’s built-in customisation tools.
  • Customisation Concepts
  • Customising Attributes
  • Creating a Custom Entity
  • Lab: Creating a Custom Attribute
  • Lab: Creating a Custom Entity
Skills
  • Review the types of entities and attributes available in a system.
  • Create and edit attributes to meet the business needs of your organisation.
  • Examine how to create, configure and delete custom entities.
  • Configure security settings to control access to and maintenance of custom entities.
Top

Module 8: Customising Relationships and Mapping

  • This module focuses on indentifying the different types of supported relationships in Microsoft Dynamics CRM.
  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • 1:N Relationship Behaviour
  • Creating Entity Relationships
  • Entity Mapping
  • Lab: Create a Manual N:N Relationship
  • Lab: Create a Native N:N Relationship
  • Lab: Add a Mapping
  • Lab: Case Study
Skills
  • Identify the various types of supported relationships that can link system and custom settings.
  • Identify the types of relationships that are not supported by the system.
  • Understand how 1:N relationship rules control how certain actions taken on a record affect related records.
  • Create entity relationships and configuring relationship behaviour.
  • Discuss how attribute mapping facilitates data entry when creating new records that are related to a parent record.
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Module 9: Renaming Entities and Translating Customisations

  • This module examines the final two elements related to customising entities - renaming a customisable entity and, in a multilingual deployment, translating customised labels into the required languages.
  • Renaming a Customisable Entity
  • Translate Customised Labels
  • Lab: Renaming a Customisable Entity
Skills
  • Examine the steps that need to be performed to rename a customisable entity.
  • Understand how to translate customised labels in a multilingual deployment.
Top

Module 10: Maintaining Organisations Through Deployment Manager

  • This module examines the tools that are available in Microsoft Dynamics CRM’s Deployment Manager utility.
  • Creating Multiple Organisations
  • Deployment Manager - Deployment Administrators
  • Deployment Manager - Organisations
  • Deployment Manager - Servers
  • Deployment Manager - License
  • Lab: Maintaining Multiple Organisations
Skills
  • Identify how the multi-tenancy feature enables more than one organisation to be installed on a single Microsoft Dynamics CRM Server.
  • Understand how the Deployment Manager’s Deployment Administrators tool is used.
  • Examine how the Deployment Manager’s Organisations tool is used for maintaining connectivity.
  • Identify how to use the Deployment Manager’s Server tool to take Microsoft CRM Servers offline and online.
  • Use the Deployment Manager’s License tool to maintain licenses.
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Module 11: Introduction to Advanced Customisations

  • This module introduces a variety of advanced customisation features that are available with Microsoft Dynamics CRM.
  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Field Events
  • Configuring Event Detail Properties
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus, Navigation Items and Buttons
  • Introduction to ISV.Config Integration Points
  • Introduction to SiteMap
  • SiteMap Structure
  • Introduction to SDK Capabilities
  • ISV Solutions
Skills
  • Identify the Microsoft Dynamics CRM features that enable application integration.
Top
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Exams:

  • There are no exams directly associated with this course

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£ 1050
(€1491) 		£ 674.00
(€957) 		- No Books Supported for Course at present

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Last Modified 01 May 2008