Realdolmen Education

Details

Customization and Configuration in Microsoft Dynamics CRM

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

3 day(s)

Audience

Key users, application and technology consultants, developers, solution architects.

Prerequisites

Before attending this course, students must have a working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed the courses "The sales module to its full potential in Microsoft Dynamics CRM online and On Premise" and "The service module to its full potential in Microsoft Dynamics CRM online and On Premise". 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.

Objectives

Getting to know all the possible customization possibilities of Microsoft Dynamics CRM without any programming tools.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

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,charts and dashboards, auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Contents

  • Introduction to customizing and configuring Dynamics CRM
  • Configuring Dynamics CRM
  • The security model
  • Solutions
  • Customizing entities
  • Fields
  • Realationships, entity mapping and connections
  • Creating and customizing forms
  • Business rules
  • Customizing views
  • Customizing charts
  • Customizing dashboards
  • Themes
  • Introduction to processes
  • Access teams
  • Auditing