Microsoft & .NET Training / Microsoft Dynamics CRM Training
MOC 80542 - Customization and Configuration in Microsoft Dynamics CRM 2013
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
Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.
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:
Microsoft Dynamics CRM Training Outline
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
Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity
Field Data Types
Field Display Formats
Customize Existing Fields
Configure Option Sets
Status and Status Reason Fields
Types of Entity Relationships
Create Entity Relationships
1:N Relationship Behavior
Field Mappings in 1:N Relationships
Connections and Connection Roles
Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple FormsMobile Clients
Configuring Business Rules
Configure Business Rules
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
Access Team Templates
Business Process Flows
Business Process Flows
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.
All students receive Microsoft official courseware.
Software needed for each student PC:
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.
For a preliminary test of your connectivity to our hosting provider, please visit http://speedtest.terillian.com/ and click on the Start Test button. This speed test page requires Java enabled in your browser (allowing it to test multiple network functions at the same time), but Java is not needed for the lab environment that you will use in class. 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.
For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor's screen simultaneously with working on their own.