Microsoft Dynamics CRM 2011: Customization and Configuration

Course Overview

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.

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Related Courses

• Microsoft Dynamics CRM 2011: Learn Microsoft Dynamics CRM 2011 CRM: Fastrack
• Microsoft Dynamics CRM 2011: What is New in Microsoft Dynamics CRM 2011 (80289)
• Microsoft Dynamics CRM 2011: Installation and Deployment
• Microsoft Dynamics CRM 2011: Marketing Automation in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Sales Management in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Management in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Scheduling in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Fast Track: Applications in Microsoft Dynamics CRM 2011/CRM Online
• Microsoft Dynamics CRM 2011: Extending Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Introduction to Microsoft Dynamics CRM 2011

Audience

This course 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

Examinations

• Microsoft® >>

• MCTS Microsoft Certified Technology Specialist >>

• Microsoft Dynamics CRM 2011 certifications >>

• Exam MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration >>

Prerequisites

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 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 Outline

Delegates will learn how to

• Design and implement strategies for the creation of Business Units and Security Roles
• Create and 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 in Microsoft Dynamics CRM
• Configure and monitor audition on Microsoft Dynamics CRM components
• Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged solutions