M8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

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M8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

Perpetual Solutions
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Description

Prerequisites:

Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.

Course Description:

This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as:

- Business units
- Users
-…

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Prerequisites:

Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.

Course Description:

This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as:

- Business units
- Users
- Teams
- Security privileges and roles
- System Settings
- Multilingual User Interface Language Packs
- Currency Exchange Rates
- Multiple Organizations

The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components:

- Forms
- Views
- Entities
- Attributes
- Relationships
- Entity Mappings

The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features:

- Application Event Programming
- Client Extensions
- Workflow
- SiteMap
- URL Addressable Forms
- IFrames
- SDK

Course Objectives

After completing the course, you will be able to:

- Configure a company's organizational structure within Microsoft Dynamics CRM
- Add user accounts
- Create and maintain security roles
- Create teams of users
- Create and configure multiple organizations within one implementation
- Configure system settings, currency exchange rates, and multilingual user interface language packs
- Import and export customizations
- Customize forms and views
- Customize database entities and attributes
- Customize entity relationships and mappings
- Identify areas where advanced customization functionality can be implemented

Who Should Attend

This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application's organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.

This course includes the following modules:

Configuring Business Units

  • Business Units Overview
  • Maintaining Business Units
  • Maintaining Business Units (Lab)

Configuring Security

  • Microsoft Dynamics CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Planning Considerations when Configuring Security
  • Copying and Creating Roles (Lab)

Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management
  • Managing User Accounts (Lab)
  • Managing Teams (Lab)

Configuring Organizational Settings

  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface (MUI)
  • Multi-Currency
  • Maintaining System Settings (Lab)
  • Installing MUI Language Packs (Lab)
  • Importing Currency Exchange Rates (Lab)

Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who Can Customize Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM Architecture
  • Types of Customizations
  • Upgrading Customizations
  • Reusing Customizations
  • Publishing Customizations
  • Importing and Exporting Customizations (Lab)

Customizing Forms and Views

  • Basic UI Customization Capabilities
  • Form Customization Overview
  • Form Customization Editing Tabs
  • Form Customization Editing Sections
  • Form Customization Editing Fields
  • Preview Your Customizations
  • Preview Form Customization
  • View Customization Overview
  • View Customization
  • Form Customization (Lab)
  • View Customization (Lab)

Customizing Entities and Attributes

  • Customization Concepts
  • Customizing Attributes
  • Creating a Custom Entity
  • Creating a Custom Attribute (Lab)
  • Creating a Custom Entity (Lab)

Customizing Relationships and Mappings

  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • One-to-Many Relationship Behavior
  • Creating Entity Relationships
  • Entity Mapping
  • Create a Manual Many-to-Many Relationship (Lab)
  • Create a Native Many-to-Many Relationship (Lab)
  • Add a Mapping (Lab)
  • Case Study (Lab)

Renaming Entities and Translating Customizations

  • Renaming a Customizable Entity
  • Translate Customized Labels
  • Renaming a Customizable Entity (Lab)

Maintaining Organizations through Deployment Manager

  • Creating Multiple Organizations
  • Deployment Manager - Microsoft Administrators
  • Deployment Manager Organizations
  • Deployment Manager Servers
  • Deployment Manager Licenses
  • Maintaining Multiple Organizations (Lab)

Introduction to Advanced Customizations

  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Files Events
  • Configuring Event Detail Properties
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus, Buttons, and Navigation Items
  • Introduction to ISV.config Integration Points
  • Introduction to SiteMap
  • SiteMap structures
  • Introduction to SDK Capabilities
  • ISV solutions

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There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.