MOC 805715: MSFT Dynamics CRM 2015/2016 Customization and Configuration

COURSE OUTLINE:

This class provides a complete understanding of the Dynamics CRM product for Systems Administrators and Systems Customers. This course contains all the necessary information to manage a CRM deployment. The course starts with a high level introduction to Dynamics CRM with a core focus on Customization the process, customization and systems for your organization. Course Length 3.0 Days Audience This course is intended for intermediate 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 After completing this course, students will be able to:

Design and plan a Dynamics CRM organizational strategy.
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 Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions.

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM

Lessons

The Dynamics CRM project management process
Customization or Development
Dynamics CRM Solutions
Introduction to Entity Customization

Module 2: Building a Security Model in Microsoft Dynamics CRM

Lessons

Introduction to the Dynamics CRM Security Model
Business Units
Security Roles
User and Team Management
Assigning and Sharing with Users and Teams and Security Roles

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
Deleting Fields

Module 5: Managing Relationships

Lessons

Types of Entity Relationships
Create Entity Relationships One to Many (1:N) Relationship
Field Mapping between Entities
Many to One (N:1) Relationships between Entities
Many to Many (N:N) Relationships between Entities
Connections and Connection Roles

Module 6: Customizing Forms

Lessons

Financial Reason Codes
Create and Modify Forms
Quick Create and Quick View Forms
Main Forms and Mobil Forms
Manage Multiple Forms

Module 7: Configuring Business Rules

Lessons

Configure Business Rules

Module 8: Customizing View

Lessons

Creating View s
Customization Concepts
System and Personal Views
Removing 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 Security
Access Team Templates
Auditing Overview

Module 11: Business Process Flows Lessons

Lessons

Business Process Flows

Module 12: Adding functionally with Solutions

Lessons

The solution model
Choosing a Solution
Importing and Export a solution

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