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3
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Overview

This Customization and Configuration in Microsoft Dynamics CRM 2015 training class is intended for those IT Professionals and IT Developers who are interested in customizing and Configuring Microsoft Dynamics CRM 2015 Applications.

This course uses structured walkthroughs throughout each module to put into practice what has just been introduced by the trainer. There is also a lab at the end of each module with high-level requirements as well as detailed, step-by-step instructions.

Some modules also incorporate a "Stretch Yourself" lab for more advanced students or for those who simply work at a faster rate than others.

After each module's lab(s), a set of questions is posed to test understanding of the material introduced in the module.

This course is designed for people who:

  1. Have a working knowledge of how to use Microsoft Dynamics CRM 2015.
  2. Have a basic understanding of Microsoft SQL Server and relational database functionality.
  3. Need to customize and configure Microsoft Dynamics CRM 2015 Applications.
Goals
  1. Learn to design and implement strategies for the creation of Business Units and Security Roles.
  2. Learn to configure Microsoft Dynamics CRM Users and Teams.
  3. Learn to describe the principles of customizing the system.
  4. Learn to create and configure fields for both custom and system entities.
  5. Learn to create and configure custom entities, including standard and activity entities.
  6. Learn to design, create, and configure relationships between entities.
  7. Learn to create and configure Views, Charts, and Forms for both system and custom entities.
  8. Learn to implement Field Security and Access Team Templates in Microsoft Dynamics CRM.
  9. Learn to design, create, and configure Solutions in Microsoft Dynamics CRM.
  10. Learn to design, create, and configure Business Rules and Business Process Flows to guide users through their work.
Outline
  1. Introduction
    1. Enable system-wide changes to the CRM 2015 environment
    2. Understand the role of Solutions in CRM 2015
    3. Establish a Publisher to track the source of changes in a CRM installation
    4. Understand the purpose of the Rolling Scenario
    5. Lab: Working with an Unmanaged Solution.
    6. Lab: Stretch Yourself Lab: Working with a Managed Solution
  2. Security Issues
    1. Understand the purpose of Business Units
    2. Examine and understand the purpose of Security Roles
    3. Understand Manager and Position Hierarchies
    4. Lab: Modifying Users' Roles to meet changing requirements
    5. Lab: Create a Manager Hierarchy
  3. Customizing System and Custom Entities
    1. Note the Entity types available to CRM 2015
    2. Distinguish custom Entities from Activities
    3. Understand Entity Configuration
    4. Consider the consequences of deleting an Entity
    5. Lab: Creating Custom Entities
    6. Lab: Extending existing Entities and creating an Activity Entity
  4. Customizing Attributes
    1. Review the available Data Types
    2. Create and modify a range of CRM 2015 data types
    3. Distinguish between Local and Global Option Sets
    4. Understand the use of Calculated Fields
    5. Lab: Creating Additional Fields for an Entity
    6. Lab: Building a Calculated Field for Budget Aggregation
  5. Establishing Relationships
    1. Understand the different types of Relationships
    2. Choose the appropriate Relationship Behavior
    3. Create and use Connections/Connection Roles
    4. Set-up Data Mappings
    5. Lab: Create a 1:N Relationship between Entities
    6. Lab: Build a Hierarchical Relationship within an Entity
  6. Form Customization
    1. Understand the structure of Entity Forms
    2. Deploy Quick Create Forms
    3. Embed Quick View Forms
    4. Lab: Building Quick Create Forms
    5. Lab: Adding Quick View data to a Form
  7. Business Rules
    1. Understand the significance of Business Rules
    2. Examine the structure of Business Rules in CRM 2015
    3. Note the range of Actions available
    4. Lab: Link a Business Rule and a Field Mapping
    5. Lab: Stretch Yourself Lab: Create a second Business Rule for Evaluation
  8. View Customization
    1. Understand the component parts of a View
    2. Distinguish between System and Public Views
    3. Explore the creation of Personal Views
    4. Lab: Modify a Quick Find View
    5. Lab: Create a Public View
  9. Chart and Dashboard Customization
    1. Create and Modify System Charts
    2. Import and Export Charts as XML
    3. Expand Dashboard Provision
    4. Modify System Dashboards
    5. Lab: Create a Custom Chart
  10. Further Security Features of CRM 2015
    1. Understand how to secure fields
    2. Investigate Profiles as a means to control access to secured fields
    3. Explore Access Teams as a sharing mechanism
    4. Understand the Auditing capabilities of CRM 2015
    5. Lab: Secure Financial Data
    6. Lab: Establish an Access Team
  11. Business Process Flows
    1. Understand the process of creating and modifying a Process Ribbon
    2. Explore conditional branching in a Business Process Flow
    3. Note how stages can be chained together
    4. Understand the linkages between entities in a Process Flow
    5. Lab: Branching Process Flows
    6. Lab: Extend the functionality of a Process Flow
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • A working knowledge of how to use Microsoft Dynamics CRM 2015.
  • A basic understanding of Microsoft SQL Server and relational database functionality.
  • Completed Microsoft Dynamics CRM 2015 applications training.
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