TMNA CTS Training Portal

Microsoft Dynamics CRM Customization and Configuration (80294)

Request a Quote for this class

About this Course

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.

Audience Profile

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.

At Course Completion

After completing this course, students will be able to:

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Create and configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security in Microsoft Dynamics CRM
  • Configure and monitor audition on Microsoft Dynamics CRM components
  • Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

Prerequisites

Before attending this course, students 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.

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.

Lessons

  • Business Units
  • Managing Business Units
  • Security Features

Lab : Maintaining Business Units

After completing this module, students will be able to:
  • Identify why an organizational hierarchy is defined in Microsoft Dynamics CRM
  • Identify the differences between the root business unit and all other business units
  • Identify the guidelines that control maintenance of Business Units
  • Create and maintain Business Units in Microsoft Dynamics CRM
  • Identify the guidelines that control maintenance of business units
  • Create and maintain business units in Microsoft Dynamics CRM
  • Identify how privileges, access levels, and Security Roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy
  • Distinguish between entity-based privileges and task-based privileges
  • Differentiate between the five types of access levels used within the Security Roles
  • Identify how Microsoft Dynamics CRM uses Security Roles
  • Identify the advantages of using the default Microsoft Dynamics CRM Security Roles
  • Identify the properties of the system's two default administrative roles
  • Define the relationship between roles and Business Units
  • Create new Security Roles
  • Create new Security Roles by copying privileges and access levels from existing Security Roles
  • Identify best practices to follow when configuring 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.

Lessons

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration

Lab : Managing User Accounts

Lab : Managing Teams

After completing this module, students will be able to:
  • Review the characteristics of Microsoft Dynamics CRM's user management structure
  • Create and maintain user accounts in Microsoft Dynamics CRM
  • Identify the differences between adding a single user and adding multiple users at one time
  • Identify the characteristics associated with each user licensing option
  • Create and maintain teams of users in Microsoft Dynamics CRM

Module 3: Customizing Microsoft Dynamics CRM Overview

This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced.

Lessons

  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions

Lab : Creating a Solution

After completing this module, students will be able to:
  • Recognize the importance of defining and using an effective implementation methodology as you develop customizations
  • Identify how the Microsoft Dynamics CRM architecture influences how and where you customize Microsoft Dynamics CRM
  • Recognize the types of customizations that can be made based on the default Microsoft Dynamics CRM security roles
  • Recognize some of the ways that Microsoft Dynamics CRM can be customized
  • Identify which customizations require publishing and the various ways to publish your customizations
  • Understand the use of Solutions
  • Discover how you can re-use customizations by exporting Solutions made in one deployment and importing them into another
  • Create a new Solution
  • Identify the components of Solutions
  • Identify the differences between Managed and Unmanaged Solutions
  • Configure properties of Managed Solution Components

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.

Lessons

  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets

Lab : Creating a Custom Field

Lab : Creating and Using a Separate Option Set

After completing this module, students will be able to:
  • Review the types of fields available in the system
  • Describe the different Data Types available
  • Describe the different Field Properties
  • Create and edit fields to meet the business needs of your organization
  • Examine how to create, configure and delete Option Sets

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.

Lessons

  • Entity Concepts
  • Modifying Custom Entities

Lab : Creating Custom Entities

Lab : Modifying Entities

After completing this module, students will be able to:
  • Review the types of entities available in the system
  • Configure security settings to control access to and maintenance of custom entities
  • Edit Existing Entities to meet the business needs of your organization
  • Examine how to create, configure, and delete custom entities
  • Configure the properties in a Managed Solutions

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.

Lessons

  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping

Lab : Create a Manual N:N Relationship

Lab : Create a Mapping

After completing this module, students will be able to:
  • Identify the various types of supported Relationships that can link custom entities with other custom entities and with system entities
  • Understand how 1:N Relationship rules control how certain actions taken on a record affect related records
  • Create entity relationships and configure relationship behavior
  • Discuss how field mapping facilitates data entry when new records related to a parent record are created

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.

Lessons

  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms

Lab : View CustomizationLab : Creating Charts

Lab : Forms Design

After completing this module, students will be able to:
  • Introduce the basic user interface components that can be customized to meet your organization's business requirements
  • Identify the different ways in which a view can be customized
  • Understand the use of Charts with Views, including drill-down capabilities
  • Examine the method of creating and configuring Charts for entities
  • Identify the features of the form customization tool
  • Investigate the other form objects available
  • Identify how to add, maintain and organize fields on a form

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.

Lessons

  • Field Security Scope
  • Field Security and Other Security Methods

Lab : Creating and Testing a Field Security Profile

Lab : Modify Field Security

After completing this module, students will be able to:
  • Understand the use of field level security in Microsoft Dynamics CRM
  • Create and maintain Field Security Profiles
  • Understand how field permission work with Field Security Profiles
  • Implement Field Security Profiles by assigning them to Users and Teams
  • Examine how field security interacts with entity and record security

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.

Lessons

  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions

Lab : Configure Auditing

After completing this module, students will be able to:
  • Understand the architecture of auditing
  • Examine the use of audit partitions
  • Identify the actions that can be audited
  • Identify the different types of entities that are audited by default
  • Understand how to turn on auditing and select the entity types to be audited
  • Set auditing for individual attributes of auditable entities
  • Examine audit logs
  • Manage audit partitions

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.

Lessons

  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions

Lab : Unmanaged Solutions

Lab : Exporting and Importing Managed Solutions

After completing this module, students will be able to:
  • Review the attributes and functions of Solutions
  • Identify how to Export and Import unmanaged Solutions
  • Examine the effect of importing unmanaged Solutions
  • Identify how to Export and Import managed Solutions
  • Examine the effect of importing managed Solutions