Description
This course provides students with the tools to customize and configure a Dynamic CRM implementation. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
This course helps prepare you for exam MB2-712.
What are the goals for this course?
- How to successfully configure specific application features such as auto-numbering, data management, and CRM's collaboration features.
- Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
- Using CRM's security model to control access to data, features, and functions.
- How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.
- Creating and maintaining custom entities, and custom fields based on specific needs.
- Working with specialized fields such as calculated and rollup fields.
- How to use CRM's different relationship types to configure how related records work together.
- Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.
- How to apply Portable Business Logic control how users interact with specific data on forms and entities.
- Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs.
- Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used.
- How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities.
- How to bring all the individual topics covered together and apply them into one completed solution.
What are the prerequisites to consume this course?
- A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015.
- It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training.
- Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Outline
Module 01: Introduction to Customizing and Configuring Dynamics CRM
- Overview of Dynamics CRM
- Dynamics CRM Licensing and Connection Options
- Examine Supporting Technologies
- General Overview of CRM Customization Principals
Module 02: Configuring Dynamics CRM
- Configuring Dynamics CRM
- Create and Manage CRM Business Units
- User Management and Email Configuration
- Using CRM Teams to Extend Functionality
Module 03: The CRM Security Model
- Overview of the CRM Security Model
- Create, Configure and Manage CRM Security Roles
- Users / Teams & Security Roles
- Dynamics CRM Hierarchy Security
Module 04: Introduction to Solutions
- Dynamics CRM Solutions Overview
- Including CRM Components in Solutions
- Solution Publishers and Versioning
- Solutions Types
- Working with Multiple Solutions
- Export & Import CRM Solutions
Module 05: Entity and Field Customization
- CRM Entities Overview
- Defining Entity Ownership
- Working with CRM Entity Properties
- System vs. Custom Entities
- CRM Fields Overview
- Working with Different Types of CRM Fields
Module 06: Additional Field Customizations
- Creating Fields to Meet Client Needs
- Using Calculated and Rollup Fields
- Working with Local and Global Option Sets
- Using Alternate Keys to Facilitate Data Integration
- Dynamics CRM Field Level Security
- State and Status Reason Transitions
Module 07: Relationships
- Overview of Relationships in Dynamics CRM
- 1:N and N:N Relationships
- Working with Hierarchical Data
- Using Entity Mapping to Pre-Populate Data
- Connection and Connection Roles
Module 08: Customizing Forms
- Dynamics CRM Form Types
- How to Build Dynamics CRM Forms
- Specialized Form Components
- Using Access Teams and Sub-Grids for Record Sharing
- Working with Multiple Forms
Module 09: Business Rules
- Business Rules Overview
- Business Rule Structure and Design
- Using Conditions and Actions
Module 10: Views and Visualizations
- Types of Views in CRM
- Creating and Customizing Views
- Customizing Charts
- Customizing Dashboards
- Using CRM's Theming Feature
Module 11: Introduction to Processes
- Review Processes Available in CRM
- Business Process Flows
- Workflows
- Dialogs
- Custom Actions
- Examine how to create a CRM workflow
Module 12: Business Process Flows
- Overview of Business Process Flows
- Using Stages, Steps, and Categories
- Reviews Options for Conditional Branching
- Role Driven Process Flows
Module 13: Introduction to Dynamics CRM Solutions
- Dynamics CRM Solutions Overview
- Including CRM Components in Solutions
- Solution Publishers and Versioning
- Solutions Types
- Working with Multiple Solutions
- Export & Import CRM Solutions
Module 14: Course Review
- CRM