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    Microsoft Dynamics CRM 2011 Customization and Configuration

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    INFORMATION

    course-duration

    3 Day(s) Course

    courseware

    Official Courseware

    certified-trainer

    Certified Trainer

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    Training

    customize-batch

    Customize Your Batch

    one-o-one

    1:1 Training Available on Demand

    Course Information

    This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include Security; creation and configuration of entities; design of forms views and charts; auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

    COURSE OUTLINE

    Module 1: Business Units and Security Roles 

    • This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles. 
    Module 2: Configuring Users and Teams 
    • This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.
    Module 3: Customizing Microsoft Dynamics CRM Overview 
    • This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced. 
    Module 4: Customizing Fields 
    • This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities. 
    Module 5: Customizing Entities 
    • This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used. 
    Module 6: Customizing Relationships and Mappings 
    • This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships. 
    Module 7: Customizing Forms, Views and Charts 
    • This module explains the design, creation and customization of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups. 
    Module 8: Configuring Field Security 
    • This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM. 
    Module 9: Configuring Auditing 
    • This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at three levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data. 
    Module 10: Configuring Solutions 
    • This module builds on the principles described in module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and import both types.

    WHO SHOULD ATTEND

    This course 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.

    Pre-requisites

    Before attending this course, candidates must have: A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

    Exam

    Name Code Fee
    Microsoft Certified Professional (MCP) - [MB2-866] MB2-866 USD 127

    What Our Trainees Say

    Mercury Solutions Ltd. https://bit.ly/2H3ANjF is rated 4.6 stars by www.facebook.com/mercurysol based on 18 reviews.