Dynamics CRM Online Customization and Configuration
Lecture
Britta Scampton
Intermediate
2 h 14 m
2016-07-07
Lecture Overview
Building on the knowledge gained from the Getting Started with Dynamics CRM course, this course dives into the array of options available for tailoring Dynamics CRM to the specific needs of an organization. Upon completion of this course students will have hands on experience customizing and automating Dynamics CRM as well as applying proper security and packaging their customizations for transfer to other CRM environments and organizations.
Objectives
  • Customize and configure CRM fields and forms
  • Customize and configure CRM entities and entity relationships
  • Understand how to manage CRM solutions
  • Configure security for users and teams
  • Implement business rules and process flows
  • Prepare for exam: Dynamics CRM Customization and Configuration–MB2–712
Pre-Requisites
  • Getting Started with Dynamics CRM course or equivalent experience
Lecture Modules
Module 1 explores the initial setup and configuration of Dynamics CRM. Student will become familiar with the primary steps necessary to properly initiate a new Dynamics CRM Online implementation.
Module 2 covers the core entities of CRM. The student will become familiar with relationships between records and these can be leveraged to influence record behavior. The student will learn how to configure these relationships and how to create custom entities.
Module 3 introduces the student to forms and field types necessary to accomplish a variety of tasks. The student will learn to create and leverage these fields and forms to interact with CRM in powerful ways.
Module 4 teaches students how to utilize solutions to package and distribute customizations across environments and organizations.
Module 5 looks at the visual elements of Dynamics CRM and the Interactive Service Hub and the tools for creating and displaying filtered data to users through views, dashboards and themes.
Module 6 dives into the nuances of the security structure within CRM. Students will become familiar with permissions at a user and team level as well as the implications of access teams, hierarchies and layered permissions and how to implement these settings appropriately.
Module 7 explores the power of automation in Dynamics CRM to guide user experiences and interact with data. Students will gain hands on experience with the core automation functionalities of Dynamics CRM and how recent enhancements can be leveraged to perform actions that previously required custom code.
Module 8 applies the skills learned in the earlier modules to configuring the mobility platform.
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