3 Day(s)


This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses.


The course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. Includes What's New content.

Skills Gained

After completing this course you will be able to:

  • 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


  • A working knowledge of how to use Microsoft Dynamics CRM 2015.
  • A basic understanding of Microsoft SQL Server and relational database functionality.
  • Completed Microsoft Dynamics CRM 2015 applications training.

Course Specifics

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015

  • Customization or Development?
  • Microsoft Dynamics CRM Solutions
  • Introduction to Entity Customization
  • Lab: Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2015

  • Introduction to Business Units
  • Overview of Security Roles
  • User Management Overview
  • Team Management Overview
  • Teams and Sharing
  • Manage Security Roles for Users and Teams
  • Lab: Configure Security Roles
  • Lab: Configure User Access

Module 3: Customizing Entities

  • Entity Customization Concepts
  • Create a Custom Entity
  • Additional Entity Properties
  • Modifying the Configuration of an Entity
  • Lab: Create Custom Entities
  • Lab: Create a Custom Activity Entity

Module 4: Customizing Fields

  • Field Data Types
  • Field Display Formats
  • Field Properties
  • Customize Existing Fields
  • Configure Option Sets
  • Status and Status Reason Fields
  • Fields: Calculated and Rollup
  • Delete Fields
  • Lab: Create and Modify a Global Option Set

Module 5: Managing Relationships

  • Types of Entity Relationships
  • Create Entity Relationships
  • 1:N Relationship Behaviour
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
  • Lab: Create New Relationships
  • Lab: Customize Relationship Mappings

Module 6: Customizing Forms

  • Form Customization Overview
  • Create and Modify Forms
  • Quick Create and Quick View Forms
  • Manage Multiple Forms
  • Mobile Clients
  • Lab: Modify Form Layout and Add Fields
  • Lab: Create a Role-Based Form for the Competitor entity

Module 7: Configuring Business Rules

  • Configure Conditions, Actions and Branching Logic
  • Lab: Create a Business Rule

Module 8: Customizing Views

  • View Customization Concepts
  • System Views
  • Create Custom Views
  • Remove Unwanted Views
  • Lab : Modify a Quick Find View
  • Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards

  • Create and Modify Charts
  • Export and Import Charts
  • Create and Modify Dashboards
  • Lab : Create a Custom Chart
  • Lab : Create a Dashboard

Module 10: Additional Security Options

  • Field Security
  • Access Team Templates
  • Auditing Overview
  • Lab : Configure Field Security
  • Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows

  • Configure Stages, Steps, Required Fields and Branching Logic
  • Lab : Create a Multi-Entity Business Process Flow

Module 12: What's New in Customization

  • Security Enhancements
  • Outlook and Sync Enhancements

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
3 1848 £1848 2018-09-17
3 1848 £1848 2018-06-06
3 1848 £1848 2018-04-25
3 1848 £1848 2018-03-14
3 1848 £1848 2018-02-14
3 1848 £1848 2017-12-20
3 1848 £1848 2017-11-29
3 1848 £1848 2017-11-20
3 1848 £1848 2017-11-01
3 1848 £1848 2017-10-05
3 1848 £1848 2017-09-27