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MOC 8912 - Customization and Configuration in Microsoft Dynamics CRM 4.0

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Course duration

  • 3 Days

Course Outline

This Microsoft Dynamics CRM training class provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Students learn to set up business management functions such as Business units, Users, Teams, Security privileges and roles, System Settings, Multilingual User Interface Language Packs, Currency Exchange Rates, Multiple Organizations. The CRM class also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components: Forms, Views, Entities, Attributes, Relationships, Entity Mappings.

  • Learn to configure a company's organizational structure within Microsoft Dynamics CRM.
  • Learn to add user accounts.
  • Learn to create and maintain security roles.
  • Learn to create teams of users.
  • Learn to create and configure multiple organizations within one implementation.
  • Learn to configure system settings, currency exchange rates, and multilingual user interface language packs.
  • Learn to import and export customizations.
  • Learn to customize forms and views.
  • Learn to customize database entities and attributes.
  • Learn to customize entity relationships and mappings.
  • Learn to identify areas where advanced customization functionality can be implemented.
  • SQL Server
  1. Configuring Business Units
    1. Business Units Overview
    2. Maintaining Business Units
    3. Lab: Maintaining Business Units
  2. Configuring Security
    1. Microsoft Dynamics CRM Security Features
    2. Privileges
    3. Access Levels
    4. Security Roles
    5. Security Roles and Business Units
    6. Creating and Copying Security Roles
    7. Planning Considerations when Configuring Security
    8. Lab: Copying and Creating Roles
  3. Configuring Users and Teams
    1. User Management Overview
    2. Adding and Maintaining User Accounts
    3. Team Management
    4. Lab: Managing User Accounts
    5. Lab: Managing Teams
    6. Create Teams
    7. Add Users to a Team
    8. Share Data with a Team
  4. Configuring Organizational Settings
    1. System Settings
    2. Auto Numbering
    3. Fiscal Year Settings
    4. Multilingual User Interface (MUI)
    5. Multi-Currency
    6. Lab: Maintaining System Settings
    7. Lab: Installing MUI Language Packs
    8. Installing French and Spanish MUI Language Packs
    9. Enabling MUI Language Packs
    10. Selecting a language for the Web application
    11. Installing a Language Pack on the Microsoft Dynamics CRM for Microsoft Office Outlook
    12. Selecting a language for the Microsoft Dynamics CRM for Office Outlook
    13. Lab: Importing Currency Exchange Rates
  5. Customizing Microsoft Dynamics CRM Overview
    1. Customization Methodology
    2. Who Can Customize Microsoft Dynamics CRM?
    3. Microsoft Dynamics CRM Architecture
    4. Types of Customizations
    5. Upgrading Customizations
    6. Reusing Customizations
    7. Publishing Customizations
    8. Lab: Importing and Exporting Customizations
  6. Customizing Forms and Views
    1. Basic UI Customization Capabilities
    2. Form Customization Overview
    3. Form Customization – Editing Tabs
    4. Form Customization – Editing Sections
    5. Form Customization – Editing Fields
    6. Preview Your Customizations
    7. Preview Form Customization
    8. View Customization Overview
    9. View Customization
    10. Lab: Form Customization
    11. Lab: View Customization
    12. Modify an existing view
    13. Create a new view
    14. Change an entityÂ’s default view
    15. Modify the Quick Find view
    16. Modify the Advanced Find view
    17. Save an Advanced Find query as a Personal view
    18. Modify an entityÂ’s Associated view
  7. Customizing Entities and Attributes
    1. Customization Concepts
    2. Customizing Attributes
    3. Creating a Custom Entity
    4. Lab: Creating a Custom Attribute
    5. Lab: Creating a Custom Entity
    6. Create a Custom Entity
    7. Create Custom Attributes
    8. Update Entity Form
    9. Update Entity View
    10. Apply Custom Icons
    11. Update Custom Entity Permissions
  8. Customizing Relationships and Mappings ments
    1. Supported Entity Relationships
    2. Unsupported Entity Relationships
    3. One-to-Many Relationship Behavior
    4. Creating Entity Relationships
    5. Entity Mapping
    6. Lab: Create a Manual Many-to-Many Relationship
    7. Lab: Create a Native Many-to-Many Relationship
    8. Update Entity Attribute
    9. Create a custom view
    10. Create a Custom Entity
    11. Create Custom Attributes
    12. Create a Many-to-Many relationship
    13. Create a Many-to-One relationship
    14. Update an entity form
    15. Update an entity Preview form
    16. Lab: Add a Mapping
    17. Lab: Case Study
    18. Create a Department Entity
    19. Add Department Attributes
    20. Create Account/Department relationship
    21. Create Department/Contact relationship
    22. Create Contact/Department relationship
    23. Modify the entities
    24. Create mappings
    25. Secure the new entity
    26. Test the functionality
  9. Renaming Entities and Translating Customizations
    1. Renaming a Customizable Entity
    2. Translate Customized Labels
    3. Lab: Renaming a Customizable Entity
  10. Maintaining Organizations through Deployment Manager
    1. Creating Multiple Organizations
    2. Deployment Manager - Microsoft Administrators
    3. Deployment Manager – Organizations
    4. Deployment Manager – Servers
    5. Deployment Manager – Licenses
    6. Lab: Maintaining Multiple Organizations
  11. Introduction to Advanced Customizations
    1. Introduction to Workflow
    2. Introduction to Application Event Programming
    3. Common Uses for Event Programming
    4. Using Form Events
    5. Using Files Events
    6. Configuring Event Detail Properties
    7. Introduction to IFrames
    8. Introduction to URL Addressable Forms
    9. Introduction to Creating Custom Menus, Buttons, and Navigation Items
    10. Introduction to ISV.config Integration Points
    11. Introduction to SiteMap
    12. SiteMap structures
    13. Introduction to SDK Capabilities
    14. ISV solutions

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