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    Please refer to our detailed course outlines below.

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MOC 80294 - Microsoft Dynamics CRM 2011 Customization and Configuration

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Course duration

  • 3 Days

Course Outline

This Microsoft Dynamics CRM 2011 training 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.

The 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.

  • Learn to design and implement strategies for the creation of Business Units and Security Roles
  • Learn to create and configure Microsoft Dynamics CRM Users and Teams
  • Learn about the principles of customizing the system
  • Learn to create and configure fields for both custom and system entities
  • Learn to create and configure custom entities, including standard and activity entities
  • Learn to design, create and configure relationships between entities
  • Learn to create and configure Views, Charts and Forms for both system and custom entities
  • Learn to implement Field Security in Microsoft Dynamics CRM
  • Learn to configure and monitor audition on Microsoft Dynamics CRM components
  • Learn to design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions
  • A working knowledge of how to use Microsoft Dynamics CRM 2011.
  • Basic understanding of Microsoft SQL Server and relational database functionality.
  1. Business Units and Security Roles
    1. Business Units
    2. Managing Business Units
    3. Security Features
    4. Lab: Maintaining Business Units
  2. Configuring Users and Teams
    1. User Management Overview
    2. Adding and Maintaining User Accounts
    3. Team Configuration
    4. Lab: Managing User AccountsLab: Managing Teams
  3. Customizing Microsoft Dynamics CRM Overview
    1. Customization Methodology
    2. Who can Customize Microsoft Dynamics CRM?
    3. Types of Customizations
    4. Types of Customizations - Solutions
    5. Lab: Creating a Solution
  4. Customizing Fields
    1. Customization Concepts
    2. Field Data Types
    3. Field Properties
    4. Creating Fields
    5. Creating Option Sets
    6. Lab: Creating a Custom FieldLab: Creating and Using a Separate Option Set
  5. Customizing Entities
    1. Entity Concepts
    2. Modifying Custom Entities
    3. Lab: Creating Custom EntitiesLab: Modifying Entities
  6. Customizing Relationships and Mappings
    1. Types of Entity Relationships
    2. Creating Entity Relationships
    3. Entity Mapping
    4. Lab: Create a Manual N:N RelationshipLab: Create a Mapping
  7. Customizing Forms, Views and Charts
    1. Basic UI Customization Capabilities
    2. View Customization Overview
    3. Charts
    4. Form Customization Overview
    5. Other Form Objects
    6. Creating New Forms
    7. Lab: View CustomizationLab: Creating ChartsLab: Forms Design
  8. Configuring Field Security
    1. Field Security Scope
    2. Field Security and Other Security Methods
    3. Lab: Creating and Testing a Field Security ProfileLab: Modify Field Security
  9. Configuring Auditing
    1. Enabling Auditing
    2. Viewing Audit Data
    3. Managing Audit Partitions
    4. Lab: Configure Auditing
  10. Configuring Solutions
    1. Solutions Review
    2. Exporting and Importing Unmanaged Solutions
    3. Exporting and Importing Managed Solutions
    4. Lab: Unmanaged SolutionsLab: Exporting and Importing Managed Solutions

InterSource Geneva, a premier Information Technology training firm, offers over 400 different courses on server, database and programming technologies, as well as end-user classes for the most popular office, graphics and design applications. We serve clients in Switzerland (Geneva, Lausanne, Bern, Basel, Zurich) and throughout Europe (France, Germany, Austria, Finland, Sweden, England, Netherlands, Spain, etc.).


InterSource offers custom, private courses at client sites, standard public courses in our Geneva classroom, and online training via live Web conference. Training is offered in English and many other languages (Francais, Deutsch, Espanol, Italiano.)


For an overall view of our offerings, please visit us at www.intersource.ch.