Duration
3 days
About this 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.
Audience profile
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.
At course completion
- 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
- Solution Strategy using Microsoft Dynamics CRM 2016
- Design, create and configure Business Rules and Business Process Flows to guide users through their work
- Design and Implement Workflow and Dialog to automate your business process
Course Outline
- Administrating Dynamics CRM
- Managing Users and Teams using Dynamics CRM Online
- Managing Business Units and Security Roles
- Managing Manager and Positional Security Model
- Security Models and Perform Analysis
- Customization and Configuration
- Solution Management, managed and unmanaged solution, solution update, Patch deployment, Solution upgrade and how it affects your deployment.
- Entities and Attributes customization
- Calculate and Rollup field application
- Relationship and Connection Roles
- Relationship and Cascading behavior
- Form Configuration and Security considerations
- How to deployment business rules to reduce writing codes
- View customization
- Charts and Dashboard design and management
- Implementing Field Level security and its performance implication
- Access Team and how it can improve your system performance
- Audit control
- Dynamics CRM everywhere – Mobility configuration and customization
- Processes
- Deploy Business Process Flow to improve system adoption
- Workflow and how can it minimizes your coding efforts
- Dialog design and deployment
Programme scope, delivery arrangements and suitability are confirmed during enquiry.