Customization and Configuration in Microsoft Dynamics CRM 2013 (MOC-80542)

MOC-80542 (3 Days)
Request Pricing for Customization and Configuration in Microsoft Dynamics CRM 2013 (MOC-80542)

Microsoft Dynamics CRM Training Overview

This Microsoft Certified Training course, Customization and Configuration in Microsoft Dynamics CRM 2013 (MOC 80542), teaches students to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. This MOC course also covers security creation and configuration of entities, the design of forms views and charts, auditing, and solutions.

Location and Pricing

Accelebrate courses are taught as private, customized training for groups of 3 or more at your site. In addition, we offer live, private online training for teams who may be in multiple locations or wish to save on travel costs. To receive a customized proposal and price quote for private on-site or online training, please contact us.

Online Training with Accelebrate. In the wake of the sudden emergence of the Coronavirus crisis, we want to help our clients continue to learn and grow while at home. We are offering 10% off any new booking of private online classes for your team of 3 or more if purchased before May 15, 2020. Please use discount code online2020 in the comments section of the contact form. For more information, and to see how we ensure successful online training, please see this Online Training Q&A.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

Microsoft Dynamics CRM Training Objectives

All students will:

  • 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 

Microsoft Dynamics CRM Training Outline

Expand All | Collapse All | Printer-Friendly

Introduction to Customizing Microsoft Dynamics CRM 2013
  • Customization or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization;
Building a Security Model in Microsoft Dynamics CRM 2013
  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview Teams and Sharing
  • Manage Security Roles for Users and Teams
Customizing Entities
  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity
Customizing Fields
  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Delete Fields
Managing Relationships
  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
Customizing Forms
  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple FormsMobile Clients
Configuring Business Rules
  • Configure Business Rules
Customizing Views
  • View Customization Concepts
  • System ViewsCreate Custom Views
  • Remove Unwanted Views
Customizing Charts and Dashboards
  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards
Additional Security Options
  • Field Security
  • Access Team Templates
  • Auditing Overview
Business Process Flows
  • Business Process Flows
Conclusion
Request Pricing for Customization and Configuration in Microsoft Dynamics CRM 2013 (MOC-80542)

Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

MOC-80542

Duration:

3 Days

Prerequisites:

All students should 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 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.

Training Materials:

All Microsoft training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Internet Explorer, Mozilla Firefox, or Google Chrome will be fine.

When you call us about purchasing this class, we will provide a live demo of the online lab environment so that you may explore the web browser interface in more detail.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

Have you read our Google reviews?

Toll-free in US/Canada:
877 849 1850
International:
+1 678 648 3113

Toll-free in US/Canada:
866 566 1228
International:
+1 404 420 2491

925B Peachtree Street, NE
PMB 378
Atlanta, GA 30309-3918
USA

Subscribe to our Newsletter:

Never miss the latest news and information from Accelebrate:

Microsoft Gold Partner

Please see our complete list of
Microsoft Official Courses

Recent Training Locations

Alabama

Birmingham

Huntsville

Montgomery

Alaska

Anchorage

Arizona

Phoenix

Tucson

Arkansas

Fayetteville

Little Rock

California

Los Angeles

Oakland

Orange County

Sacramento

San Diego

San Francisco

San Jose

Colorado

Boulder

Colorado Springs

Denver

Connecticut

Hartford

DC

Washington

Florida

Fort Lauderdale

Jacksonville

Miami

Orlando

Tampa

Georgia

Atlanta

Augusta

Savannah

Hawaii

Honolulu

Idaho

Boise

Illinois

Chicago

Indiana

Indianapolis

Iowa

Ceder Rapids

Des Moines

Kansas

Wichita

Kentucky

Lexington

Louisville

Louisiana

New Orleans

Maine

Portland

Maryland

Annapolis

Baltimore

Frederick

Hagerstown

Massachusetts

Boston

Cambridge

Springfield

Michigan

Ann Arbor

Detroit

Grand Rapids

Minnesota

Minneapolis

Saint Paul

Mississippi

Jackson

Missouri

Kansas City

St. Louis

Nebraska

Lincoln

Omaha

Nevada

Las Vegas

Reno

New Jersey

Princeton

New Mexico

Albuquerque

New York

Albany

Buffalo

New York City

White Plains

North Carolina

Charlotte

Durham

Raleigh

Ohio

Akron

Canton

Cincinnati

Cleveland

Columbus

Dayton

Oklahoma

Oklahoma City

Tulsa

Oregon

Portland

Pennsylvania

Philadelphia

Pittsburgh

Rhode Island

Providence

South Carolina

Charleston

Columbia

Greenville

Tennessee

Knoxville

Memphis

Nashville

Texas

Austin

Dallas

El Paso

Houston

San Antonio

Utah

Salt Lake City

Virginia

Alexandria

Arlington

Norfolk

Richmond

Washington

Seattle

Tacoma

West Virginia

Charleston

Wisconsin

Madison

Milwaukee

Alberta

Calgary

Edmonton

British Columbia

Vancouver

Manitoba

Winnipeg

Nova Scotia

Halifax

Ontario

Ottawa

Toronto

Quebec

Montreal

Puerto Rico

San Juan

© 2013-2020 Accelebrate, Inc. All Rights Reserved. All trademarks are owned by their respective owners.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.