| Customized and On Site Training Available
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
Audience
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.
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.
Module 1: Configuring Business Units
This module explains how to set up organizational structures by maintaining
business units within an organization. Lessons include:
- Business Units Overview
- Maintaining Business Units
Module 2: Configuring Security
This module reviews the Microsoft Dynamics CRM security model, including security
roles, privileges, and access levels. This module examines how to maintain
permissions within security roles, and how security permissions are inherited across
business units. Lessons include:
- Dynamics CRM Security Features
- Privileges
- Access Levels
- Security Roles
- Security Roles and Business Units
- Creating and Copying Security Roles
- Planning Considerations when Configuring Security
Module 3: Configuring Users and Teams
This module explains how to define the users who access Microsoft Dynamics CRM
and the teams that share Microsoft Dynamics CRM data. Lessons include:
- User Management Overview
- Adding and Maintaining User Accounts
- Team Management
Module 4: Configuring Organizational Settings
This module reviews a variety of configuration settings that enable each organization
to tailor Microsoft Dynamics CRM to satisfy its business requirements. These settings
control the appearance and functionality of the application; they are defined at the
organization level and apply to all business units in a given implementation. Lessons include:
- System Settings
- Auto Numbering
- Fiscal Year Settings
- Multilingual User Interface (MUI)
- Multi-Currency
Module 5: Customizing Microsoft Dynamics CRM Overview
This module introduces all of the application features that can be customized in
Microsoft Dynamics CRM and the different ways in which customizations can be
applied. This is an introductory section that lays the foundation for the hands-on
training that follows. Lessons include:
- Customization Methodology
- Who Can Customize Microsoft Dynamics CRM?
- Microsoft Dynamics CRM Architecture
- Types of Customizations
- Upgrading Customizations
- Reusing Customizations
- Publishing Customizations
Module 6: Customizing Forms and Views
This module examines how to customize the Microsoft Dynamics CRM user interface
using the application's customization tools. This includes customizations to the forms
used to enter and update data and the views that display lists of records. Lessons include:
- 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
Module 7: Customizing Entities and Attributes
This module examines how to create new entities and attributes through Microsoft
Dynamics CRM’s built-in customization tools. Lessons include:
- Customization Concepts
- Customizing Attributes
- Creating a Custom Entity
Module 8: Customizing Relationships and Mappings
This module identifies the different types of supported relationships in Microsoft
Dynamics CRM, as well as the types of behavior that control how certain actions taken
on a record affect related records. This training also examines entity mapping. Lessons include:
- Supported Entity Relationships
- Unsupported Entity Relationships
- One-to-Many Relationship Behavior
- Creating Entity Relationships
- Entity Mapping
Module 9: Renaming Entities and Translating Customizations
This module examines the final two elements related to customizing entities: renaming
a customizable entity, and in a multilingual deployment, translating customized labels
into the required languages. Lessons include:
- Renaming a Customizable Entity
- Translate Customized Labels
Module 10: Maintaining Organizations through Deployment
Manager
This module examines how Microsoft Dynamics CRM supports multiple organizations in
one installation. This training also examines the tools that are available in Microsoft
Dynamics CRM's Deployment Manager utility. Lessons include:
- Creating Multiple Organizations
- Deployment Manager - Microsoft Administrators
- Deployment Manager – Organizations
- Deployment Manager – Servers
- Deployment Manager – Licenses
Module 11: Introduction to Advanced Customizations
This module introduces a variety of advanced customization features that are available
with Microsoft Dynamics CRM. These topics are intended for a developer audience, but
the topics are introduced to expose the participant to available advanced
customization functionality. Lessons include:
- 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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