Customization And Configuration In Microsoft Dynamics CRM 2015
(Course: F1081 Microsoft Equivalent F1081) 3Days £1700.00 exc VAT

 Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov 
London (Tabernacle St) Centre EC216       29
 09 07 18  
Manchester (Portland St) Centre         16    

> Target Audience

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses.

Please Note: This is a draft course outline and is subject to revision. New features will be integrated into the content.

Target Audience:

The course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. Includes What's New content.

> Course outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015

  • Customization or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization
  • Lab: Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2015

  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview
  • Teams and Sharing
  • Manage Security Roles for Users and Teams
  • Lab: Configure Security Roles
  • Lab: Configure User Access

Module 3: Customizing Entities

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity
  • Lab: Create Custom Entities
  • Lab: Create a Custom Activity Entity

Module 4: Customizing Fields

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Fields: Calculated and Rollup
  • Delete Fields
  • Lab: Create and Modify a Global Option Set

Module 5: Managing Relationships

  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behaviour
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
  • Lab: Create New Relationships
  • Lab: Customize Relationship Mappings

Module 6: Customizing Forms

  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients
  • Lab: Modify Form Layout and Add Fields
  • Lab: Create a Role-Based Form for the Competitor entity

Module 7: Configuring Business Rules

  • Configure Conditions, Actions & Branching Logic
  • Lab: Create a Business Rule

Module 8: Customizing Views

  • View Customization Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views
  • Lab : Modify a Quick Find View
  • Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards
  • Lab : Create a Custom Chart
  • Lab : Create a Dashboard

Module 10: Additional Security Options

  • Field Security
  • Access Team Templates
  • Auditing Overview
  • Lab : Configure Field Security
  • Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

  • Configure Stages, Steps, Required Fields & Branching Logic
  • Lab : Create a Multi-Entity Business Process Flow

Module 12: What's New in Customization

  • Security Enhancements
  • Outlook and Sync Enhancements
> Pre-Requisites
Before attending this course, students must have:
  • A working knowledge of how to use Microsoft Dynamics CRM 2015.
  • A basic understanding of Microsoft SQL Server and relational database functionality.
  • Completed Microsoft Dynamics CRM 2015 applications training.
> Purpose

After completing this course you will be able to:

  • 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