This training 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.
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.
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 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.
Lab: Create a Solution and publisher
Lab: Configure Security RolesLab: Configure User Access
Lab: Create Custom EntitiesLab: Create a Custom Activity Entity
Lab: Create and Modify a Global Option Set
Lab: Create New RelationshipsLab: Customize Relationship Mappings
Lab: Modify Form Layout and Add FieldsLab: Create a Role-Based Form for the Competitor entity.
Lab: Create a Business Rule
Lab: Modify a Quick Find ViewLab: Create Custom Views
Lab: Create a Custom ChartLab: Create a Dashboard
Lab: Configure Field SecurityLab: Create and Configure an Access Team Template
Lab: Create a Multi-Entity Business Process Flow