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80542: Customization and Configuration in Microsoft Dynamics CRM 2013

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  • Worldwide Training Locations & Centers
  • Live Online, Classroom or On-Site Training
  • Learn from Industry Experts
  • Official Courseware & Exam
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  • Free bundled Self-Paced Courses access for 1 year

Course Description

About the Course

This course 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.

Objectives

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

 

Target Audience

  • This 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.

 

Prerequisites

  • Recommended:10774: Querying Microsoft SQL Server 2012
  • Recommended: 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 or 2013 applications training.
  • Recommended: 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.

 

Course Curriculum

Course # : 80542
Exam : Customization and Configuration in Microsoft Dynamics CRM 20132

Schedule & Fees

For individuals Recommended

Live Virtual Classroom
Duration : 3 Days 24hours

  • Attend Live HD Training Sessions via Go To MeetingTM. Interact with trainer and peers like in a real classroom via voice, video conference and live chat.
  • Learn with practical projects and hands on real tools.
  • Official Curriculum & Courseware Content.
  • Online Interactive Lab's Access.
  • Adaptive e-Learning with trainer's support.
  • Access Class via PC, Mobile App or on a large screen.
  • Official Exam & Certification.
For Individual or Group

On-Demand Classroom

  • Learn at our training locations*
  • Personalised Training
  • Official Curriculum & Courseware
  • Physical Lab Access
  • Official Exam & Certification
  • Travel Visa Assistance (Optional)
  • Tea & Snacks Facility
  • Accommodation Assitance (Optional)
  • Including other perks

*Locations are subject to availability.

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  • Customized Pricing for 3+ participants.
  • Tailored Course Bundling Options.
  • Blended Training Options including Live Virtual Classroom, On-Site or Classroom.
  • Staff training & monitoring via LMS(learning management system) access.
  • 24/7 dedicated account manager for support

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