Discover Classes. Earn 10% Rewards.

Microsoft Dynamics CRM 2011 Customize & Configure is unfortunately unavailable

Thankfully we have 294 other Tech Classes for you to choose from. Check our top choices below or see all classes for more options.

Adobe Photoshop Bootcamp

Noble Desktop @ 185 Madison Ave, New York, NY & Virtually Online

Enhance your photos and create stunning graphics with this comprehensive Photoshop course. From removing unwanted elements to making precise selections, you'll master essential techniques to transform your images. Unleash your creativity and learn from industry experts.

(374) All levels 18 and older
$975

3 sessions

Gift it!

Microsoft Excel Bootcamp

NYC Career Centers @ 185 Madison Ave, New York, NY & Virtually Online

Master all aspects of Microsoft Excel in just three days with the comprehensive Excel Bootcamp. This intensive course covers everything from basic calculations and tables to advanced spreadsheet features and automation with macros. Take your Excel skills to the next level and become an expert user in no time.

(680) All levels 18 and older
$549

3 sessions

Gift it!

Excel Specialist Certification Program

NYIM Training @ 185 Madison Ave, New York, NY & Virtually Online

Enhance your Excel skills and become a certified specialist through NYIM Training's comprehensive program, offering hands-on training, private sessions, and an exam with a free retake.

(742) All levels 18 and older
$899

3 sessions

Gift it!

Adobe Illustrator Bootcamp

Noble Desktop @ 185 Madison Ave, New York, NY & Virtually Online

Unlock your creativity with industry-standard design software. Master the tools and techniques of Adobe Illustrator to create stunning graphics, logos, and more. Elevate your design skills with Noble Desktop's Illustrator Bootcamp.

(374) All levels 18 and older
$975

3 sessions

Gift it!

Adobe InDesign Bootcamp

Noble Desktop @ 185 Madison Ave, New York, NY & Virtually Online

Master the art of page layout and design with Adobe InDesign. Create stunning books, magazines, and advertisements while learning essential techniques for professional typesetting. Elevate your design skills and unleash your creativity with this comprehensive InDesign course.

(374) All levels 18 and older
$975

3 sessions

Gift it!
See all Tech classes NYC

Microsoft Dynamics CRM 2011 Customize & Configure

  • All levels
  • 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.
Showing 10 of 0

Class Description

Description

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

Microsoft Dynamics CRM 2011 Customization and Configuration 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.

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
  • Lab : Copying and Creating 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
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
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
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
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
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 Customization
  • Lab : Creating Charts
  • Lab : Forms Design
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
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
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

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.

Reviews of Classes at ONLC Training Centers (7)

Benefits of Booking Through CourseHorse

  • Booking is safe. When you book with us your details are protected by a secure connection.
  • Lowest price guaranteed. Classes on CourseHorse are never marked up.
  • This class will earn you 17950 points. Earn 10% back in reward points!

Questions & Answers (0)

Get quick answers from CourseHorse and past students.

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...

Read more about ONLC Training Centers

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified NYC educator.

ONLC Training Centers

ONLC Training Centers

All classes at this location

Google Map

Give This Course as a Gift Card

  • Thousands of classes
  • No expiration
  • Unique and memorable gifts for any occasion
  • Personalized
  • Explore a passion, gain a new skill, discover a new hobby, engage in a memorable experience
  • Instant delivery
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™

Buy a Gift Card

Book this Class as a Group Event

Booking this class for a group? Find great private group events

Or see all Microsoft Office Group Events

Explore group events and team building activities ranging from cooking, art, escape rooms, trivia, and more.

  • Price Lock Guarantee

    Secure your booking now and we'll match any price drop within 48 hours across all booking platforms, ensuring you never miss out on savings!

  • Earn 10% Reward Points

    Maximize your savings with every purchase. Unlock rewards on every transaction, ensuring you get the most value out of your experience!

  • No Added Fees

    Enjoy hassle-free transactions without worrying about additional charges. With us, what you see is what you pay - no surprises!

  • Curated Courses

    Discover a curated selection of courses handpicked by experts in the field. Dive into quality content that suits your learning needs and interests!

CourseHorse Gift Cards

  • Creative & unique gift for any occasion
  • Thousands of classes & experiences
  • No expiration date
  • Instant e-delivery (or choose a date)
  • Add a personalized message
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™
Buy a Gift Card
gift card with the CourseHorse logo gift card with the CourseHorse logo
Loading...