Customization and Configuration in MS Dynamics CRM 2013
- Intermediate
- 16 and older
- $1,699
- Earn 16,990 reward points
- Price Lock Guarantee
- 519 8th Ave, New York, NY
- over 3 sessions
May 2nd
6–9pm EDT
Meets 4 Times
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Class Description
Description
What you'll learn in this microsoft dynamics crm training:
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 Prerequisites
10774: Querying Microsoft SQL Server 2012
Course Outline
Module 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
Module 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
Module 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
Module 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
Module 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
Module 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.
Module 7: Configuring Business Rules
Configure Business Rules
Lab : Create a Business Rule
Module 8: Customizing Views
View Customization Concepts
System Views
Create Custom Views
Remove Unwanted Views
Lab : Modify a Quick Find ViewLab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards
Lab : Create a Custom ChartLab : Create a Dashboard
Module 10: Additional Security Options
Field Security
Access Team Templates
Auditing Overview
Lab : Configure Field SecurityLab : Create and Configure an Access Team Template
Module 11: Business Process Flows
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
Querying Microsoft SQL Server 2012
Course Prerequisites
10774: Querying Microsoft SQL Server 2012
Course Outline
Module 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
Module 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
Module 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
Module 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
Module 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
Module 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.
Module 7: Configuring Business Rules
Configure Business Rules
Lab : Create a Business Rule
Module 8: Customizing Views
View Customization Concepts
System Views
Create Custom Views
Remove Unwanted Views
Lab : Modify a Quick Find ViewLab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards
Lab : Create a Custom ChartLab : Create a Dashboard
Module 10: Additional Security Options
Field Security
Access Team Templates
Auditing Overview
Lab : Configure Field SecurityLab : Create and Configure an Access Team Template
Module 11: Business Process Flows
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow
Querying Microsoft SQL Server 2012
Refund Policy
A student who cancels within 7 days of signing the enrollment agreement but before instruction begins receives all monies returned with the exception of the non-refundable registration fee.
Thereafter, a student will be liable for:
- The non-refundable registration fee of $100 plus
- The cost of any textbooks or supplies accepted plus
- Tuition liability as of the student's last date of physical attendance
- Prior to or during the first week - 0% Penalty
- During the second week - 25% Penalty
- During the third week - 50% Penalty
- During the fourth week - 75% Penalty
- After the fourth week - 100% Penalty
The failure of a student to notify CourseHorse in writing of withdrawal may delay a refund of tuition.
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NetCom Learning
NetCom Learning delivers top-quality training and certification solutions to businesses, individuals and government agencies.
Experience
Since its inception in 1998, NetCom has trained over 95 percent of the Fortune 500, serviced over 23,000 business customers, and advanced the skills and careers of over...
Read more about NetCom Learning
This school has been carefully vetted by CourseHorse and is a verified NYC educator.
NetCom Learning
Hell's Kitchen, Manhattan
519 8th Ave
Btwn W 35th & W 36th Streets
New York, New York 10018 Hell's Kitchen, Manhattan
519 8th Ave
Btwn W 35th & W 36th Streets
New York, New York 10018
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