MOC 80294 - Microsoft Dynamics CRM 2011 Customization and Configuration

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  • 1-minute Video

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.

  1. Learn to design and implement strategies for the creation of Business Units and Security Roles
  2. Learn to create and configure Microsoft Dynamics CRM Users and Teams
  3. Learn about 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 in Microsoft Dynamics CRM
  9. Learn to configure and monitor audition on Microsoft Dynamics CRM components
  10. Learn to design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions
  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
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 2011.

Experience in the following would be useful for this Dynamics class:

  • Basic understanding of Microsoft SQL Server and relational database functionality.
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