MOC 80542: Customization and Configuration in Microsoft Dynamics CRM 2013

COURSE OUTLINE:

Description 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.

Audience
This training 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.

Learning Objectives

  • 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

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

  • Customization or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013

Lessons

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

Module 3: Customizing Entities

Lessons

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity

Module 4: Customizing Fields

Lessons

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Delete Fields

Module 5: Managing Relationships

Lessons

  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles

Module 6: Customizing Forms

Lessons

  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Module 8: Customizing Views

Lessons

  • View Customization Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views

Module 9: Customizing Charts and Dashboards

Lessons

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards

Module 10: Additional Security Options

Lessons

  • Field SecurityAccess Team Templates
  • Auditing Overview

Module 11: Business Process Flows

Lessons

  • Business Process Flows

Labs

Lab: Create a Solution and publisher
Lab: Configure Security Roles
Lab: Configure User Access
Lab: Create Custom Entities
Lab: Create a Custom Activity Entity
Lab: Create and Modify a Global Option Set
Lab: Create New Relationships
Lab: Customize Relationship Mappings
Lab: Modify Form Layout and Add Fields
Lab: Create a Role-Based Form for the Competitor entity.
Lab: Create a Business Rule
Lab: Modify a Quick Find View
Lab: Create Custom Views
Lab: Create a Custom Chart
Lab: Create a Dashboard
Lab: Configure Field Security
Lab: Create and Configure an Access Team Template
Lab: Create a Multi-Entity Business Process Flow