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


Course Number: MOC-80542

Duration: 3 days (19.5 hours)

Format: Live, hands-on

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 offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

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

Objectives

  • 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 

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.

Outline

Expand All | Collapse All

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

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 contact 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.



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