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Customize & Configure Microsoft Dynamics CRM2013

  • Intermediate
  • 18 and older
  • $1,795
  • Earn 10% Rewards
  • Price Lock
  • 33 Wood Avenue S, Iselin, NJ
  • over 3 sessions

Start Dates (0)

  • $1,795
  • over 3 sessions
  • All classes are live, hands-on training via remote instructor.
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

This course is designed for customers who are interested in learning CRM 2013 or CRM 2015. It covers the new features in CRM 2015 but also the important capabilities of Microsoft Dynamics CRM in general.

Overview
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.

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.

At Course Completion
  • 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
Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

Lessons
  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization
  • Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013

Lessons
  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams
  • Lab : Configure Security Roles
  • Lab : Configure User Access
Module 3: Customizing Entities

Lessons
  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity
  • Lab : Create Custom Entities
  • Lab : Create a Custom Activity Entity
Module 4: Customizing Fields

Lessons
  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields
  • Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships

Lessons
  • Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles
  • Lab : Create New Relationships
  • Lab : Customize Relationship Mappings
Module 6: Customizing Forms

Lessons
  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile 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 ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views
  • Lab : Modify a Quick Find View
  • Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards

Lessons
  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards
  • Lab : Create a Custom Chart
  • Lab : Create a Dashboard
Module 10: Additional Security Options

Lessons
  • Field SecurityAccess Team TemplatesAuditing 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
  • Additional Reading

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

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