| Fee | £1,250 |
|---|---|
| Days | 3 |
| Code | 80294 |
| May | |
|---|---|
| Jun | 11 |
| Jul | |
| Aug | |
| Sep | 10 |
| Oct |
Click on a course date to book
e-mail us
or call us on
0845 650 6500
Microsoft Dynamics CRM 2011 Customization and Configuration
The Microsoft Dynamics CRM 2011 Customization and Configuration training course is available at our Cardiff training centre in Wales, which is also within easy reach of Newport, Bristol and South Wales
Overview
This course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised need to businesses. The topics covered include Security; creating and configuration of entities; design of forms views and charts; auditing and Solutions. The course describes each topic and how each topic related to the other topics to produce a full configured, effective solution.
This course is intended for both novice and experienced customisers 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 would be an advantage.
Prerequisites
Before attending this course, students must have:
A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 applications training. Because this training material focuses on customising database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.
Course Outline
Module 1: Business Units and Security Roles
This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles.
Lessons
- Business Units
- Managing Business Units
- Security Features
Module 2: Configuring Users and Teams
This module descibes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.
Lessons
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
Module 3: Customising Microsoft Dynamics CRM Overview
This module describes the customisation architechture of CRM. The principles behind Solutions and their components are introduced.
Lessons
- Customisation Methodology
- Who can customise Microsoft Dynamics CRM?
- Types of Customisations
- Type of Customisations - Solutions
Module 4: Customising Fields
This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities.
Lessons
- Customisation Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Options Sets
Module 5: Customizing Entities
This module describes the concept of an entitiy in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used.
Lessons
- Entity Concepts
- Modifying Custom Entities
Module 6: Customising Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create customise 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.
Lessons
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
Module 7: Customising Forms, Views and Charts
This module explains the design, creation and customisation of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of components on forms, form security and filtered lookups.
Lessons
- Basic UI Customisation Capabilities
- View Customisation Overview
- Charts
- Form Customisation Overview
- Other Form Objects
- Creating New Forms
Module 8: Configuring Field Security
This module explains the concept of field security in Microsoft Dynamics CRM. The module descibes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.
Lessons
- Field Security Scope
- Field Secuirty and Other Security Methods
Module 9: Configuring Auditing
This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at the levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data.
Lessons
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
Module 10: Configuring Solutions
This module builds on the principles described in module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and implement both types.
Lessons
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
Quick link to this course: www.e-academy.ltd.uk/80294
