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Customization and Configuration in Microsoft Dynamics CRM 2013

3days
Training code
ms80542

Upcoming sessions

09 Sep 2019
25 Nov 2019
Book this course

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization¬†¬†

Lab : Create a Solution and publisher

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

Lessons

  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams¬†

Lab : Configure Security Roles

Lab : Configure User Access

Module 3: Customizing Entities

Lessons

  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Lab : Create Custom Entities

Lab : Create a Custom Activity Entity

Module 4: Customizing Fields

Lessons

  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships

Lessons

  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Lab : Create New Relationships

Lab : Customize Relationship Mappings

Module 6: Customizing Forms

Lessons

  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Lab : Modify Form Layout and Add Fields

Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules

Lessons

  • Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views

Lessons

  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lab : Create a Custom Chart

Lab : Create a Dashboard

Module 10: Additional Security Options

Lessons

  • Field SecurityAccess Team TemplatesAuditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Lessons

  • Business Process Flows

Lab : Create a Multi-Entity Business Process Flow

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