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 training 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

Upon completing this course, students will be able to:

• Design and implement strategies for the creation of Business Units and Security Roles
• 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 and Access Team Templates in Microsoft Dynamics CRM
• Design, create and configure Solutions in Microsoft Dynamics CRM
• Design, create and configure Business Rules and Business Process Flows to guide users through their work 

Prerequisites

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 or 2013 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: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons

• 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

Lessons

• 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

Lessons

• 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

Lessons

• 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

Lessons

• 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

Lessons

• 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

Lessons

• Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views

Lessons

• View Customization Concepts
• System Views
• Create Custom Views
• Remove Unwanted Views

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

Lessons

• Create and Modify Charts
• Export and Import Charts
• Create and Modify Dashboards

Lab : Create a Custom Chart

Lab : Create a Dashboard

Module 10: Additional Security Options

Lessons

• Field SecurityAccess Team Templates
• Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

Lessons

• Business Process Flows

Lab : Create a Multi-Entity Business Process Flow