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8912 Customization And Configuration In Microsoft Dynamics CRM

This course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0.

8912 Customization And Configuration In Microsoft Dynamics CRM course offered at MasterGrade.

Who should attend this course?

This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application’s organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.

8912 Customization And Configuration In Microsoft Dynamics CRM

Lesson 1: Configuring Business Units

  • Business Units Overview
  • Maintaining Business Units

Lesson 2: Configuring Security

  • Microsoft Dynamics CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Planning Considerations when Configuring Security

Lesson 3: Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management

Lesson 4: Configuring Organizational Settings

  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface (MUI)
  • Multi-Currency

Lesson 5: Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who Can Customize Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM Architecture
  • Types of Customizations
  • Upgrading Customizations
  • Reusing Customizations
  • Publishing Customizations

Lesson 6: Customizing Forms and Views

  • Basic UI Customization Capabilities
  • Form Customization Overview
  • Form Customization – Editing Tabs
  • Form Customization – Editing Sections
  • Form Customization – Editing Fields
  • Preview Your Customizations
  • Preview Form Customization
  • View Customization Overview
  • View Customization

Lesson 7: Customizing Entities and Attributes

  • Customization Concepts
  • Customizing Attributes
  • Creating a Custom Entity

Lesson 8: Customizing Relationships and Mappings

  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • One-to-Many Relationship Behavior
  • Creating Entity Relationships
  • Entity Mapping

Lesson 9: Renaming Entities and Translating Customizations

  • Renaming a Customizable Entity
  • Translate Customized Labels

Lesson 10: Maintaining Organizations through Deployment Manager

  • Creating Multiple Organizations
  • Deployment Manager - Microsoft Administrators
  • Deployment Manager – Organizations
  • Deployment Manager – Servers
  • Deployment Manager – Licenses

Lesson 11: Introduction to Advanced Customizations

  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Files Events
  • Configuring Event Detail Properties
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus, Buttons, and Navigation Items
  • Introduction to ISV.config Integration Points
  • Introduction to SiteMap
  • SiteMap structures
  • Introduction to SDK Capabilities
  • ISV solutions


Learning Materials:


What course next:

3 Days

All included

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Course Content
8912 Customization And Configuration in Microsoft Dynamics CRM

  • Configuring Business Units
  • Configuring Security
  • Configuring Users and Teams
  • Configuring Organizational Settings
  • Customizing Microsoft Dynamics CRM Overview
  • Customizing Forms and Views
  • Customizing Entities and Attributes
  • Customizing Relationships and Mappings
  • Renaming Entities and Translating Customizations
  • Maintaining Organizations through Deployment Manager
  • Introduction to Advanced Customizations


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