Verity Solutions

Customization and Configuration in Microsoft Dynamics® CRM


Course Outline


1 – Introduction to Customizing Microsoft Dynamics CRM 2013

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


2 – Building a Security Model in Microsoft Dynamics CRM 2013

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


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


4 – Customizing Fields

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


5 – Managing Relationships

Types of Entity Relationships Create Entity Relationships1:N Relationship Behavior Field Mappings in 1:N Relationships Connections and Connection Roles Lab : Create New Relationships Lab : Customize Relationship Mappings


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.


7 – Configuring Business Rules

Configure Business Rules Lab : Create a Business Rule


8 – Customizing Views

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


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


10 – Additional Security Options

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


11 – Business Process Flows

Business Process Flows Lab : Create a Multi-Entity Business Process Flow


Actual course outline may vary depending on offering center. Contact your sales representative for more information.

•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


Target 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.



Related Exams
Microsoft Dynamics CRM 2013 Customization and Configuration

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