MOC 80294 - Microsoft Dynamics CRM 2011 Customization and Configuration
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.
- Business Units and Security Roles
- Business Units
- Managing Business Units
- Security Features
- Lab: Maintaining Business Units
- Configuring Users and Teams
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
- Lab: Managing User AccountsLab: Managing Teams
- Customizing Microsoft Dynamics CRM Overview
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations - Solutions
- Lab: Creating a Solution
- Customizing Fields
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
- Lab: Creating a Custom FieldLab: Creating and Using a Separate Option Set
- Customizing Entities
- Entity Concepts
- Modifying Custom Entities
- Lab: Creating Custom EntitiesLab: Modifying Entities
- Customizing Relationships and Mappings
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
- Lab: Create a Manual N:N RelationshipLab: Create a Mapping
- Customizing Forms, Views and Charts
- Basic UI Customization Capabilities
- View Customization Overview
- Charts
- Form Customization Overview
- Other Form Objects
- Creating New Forms
- Lab: View CustomizationLab: Creating ChartsLab: Forms Design
- Configuring Field Security
- Field Security Scope
- Field Security and Other Security Methods
- Lab: Creating and Testing a Field Security ProfileLab: Modify Field Security
- Configuring Auditing
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
- Lab: Configure Auditing
- Configuring Solutions
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
- Lab: Unmanaged SolutionsLab: Exporting and Importing Managed Solutions
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