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.
You should be able to meet the following objectives after the completion of the course:
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 FlowsLab: Create a Multi-Entity Business Process Flow
The person with:
The students should know the following, before attending this course:
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