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    Home Microsoft 55168A: Customization and Configuration in Microsoft Dynamics CRM 2015

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    INFORMATION

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    3 Day(s) Course

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    Official Courseware

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    Exam Voucher

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    Certified Trainer

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    1:1 Training Available on Demand

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    Customize Your Batch

    ABOUT

    THE COURSE

    Customization and Configuration in Microsoft Dynamics CRM 2015 is a 3-day Instructor Led Training courses. It is intended for the IT Professionals and IT Developers who engages in or who wants to Customise and Configure Microsoft Dynamics CRM 2015 Applications.

    This instructor-led course covers structuring of Walkthroughs in each module. There are labs included at the end of each module to give you the practical knowledge of the modules you’re dealing in.

    Objectives:  

    You should be able to meet the following objectives after the completion of the course:

    • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
    • Design, create and configure Solutions in Microsoft Dynamics CRM
    • Describe the principles of customizing the system
    • Create and configure fields for both custom and system entities
    • Configure Microsoft Dynamics CRM Users and Teams

    Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015

    Lab: Create a Solution and publisher


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

    Lab: Configure Security Roles

    Lab: Configure User Access


    Module 3: Customizing Entities

    Lab: Create Custom Entities

    Lab: Create a Custom Activity Entity


    Module 4: Customizing Fields

    Lab: Create and Modify a Global Option Set


    Module 5: Managing Relationships

    Lab: Create New Relationships

    Lab: Customize Relationship Mappings


    Module 6: Customizing Forms

    Lab: Modify Form Layout and Add Fields

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


    Module 7: Configuring Business Rules

    Lab: Create a Business Rule


    Module 8: Customizing Views

    Lab: Modify a Quick Find View

    Lab: Create Custom Views


    Module 9: Customizing Charts and Dashboards

    Lab: Create a Custom Chart

    Lab: Create a Dashboard


    Module 10: Additional Security Options

    Lab: Configure Field Security

    Lab: Create and Configure an Access Team Template


    Module 11: Business Process Flows

    Lab: Create a Multi-Entity Business Process Flow

    The person with:

    • Working knowledge of how to use Microsoft Dynamics CRM 2015
    • Basic understanding of Microsoft SQL Server
    • Relational database functionality and understanding of Microsoft Dynamics CRM 2015 applications
    • The ability to customize and configure Microsoft Dynamics CRM 2015 Applications
    • Who intends to customize and configure Microsoft Dynamics CRM 2015 Applications

    The students should know the following, before attending this course:

    • Basic understanding of Microsoft SQL Server and relational database functionality.
    • Working knowledge of how to use Microsoft Dynamics CRM 2015.
    • Completed Microsoft Dynamics CRM 2015 applications training.

    Name Code Fee

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