This training 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 training describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.
Doelgroep
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.
Voorkennis
Before attending this CRM training, students must have a working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.
Lesmethode
U volgt deze training in onze Open Master Class. Door een groepsgrootte van gemiddeld 6 en maximaal 8 cursisten, bent u verzekerd van een individuele en maatgerichte training. U werkt in uw eigen tempo en beschikt over een gecertificeerde en ervaren docent die u gedurende uw training persoonlijk begeleidt en al uw vragen omtrent de lesstof beantwoordt. Uiteraard profiteert u ook bij deze training van onze 100% Kwaliteitsgarantie.
Duur
3 dagen
Tarief excl. BTW
€ 1.350,00 per deelnemer
Het tarief voor deze training is inclusief studiemateriaal, certificaat, koffie/thee en een uitgebreide lunch.
Trainingstijden
Onze trainingen vinden plaats van 9.30 tot 12.15 en van 13.15 tot 16.30 uur.
Examen
Examen MB2-866
Gerelateerde trainingen
MS8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
Voorafgaande trainingen
MS80296: Microsoft Dynamics CRM 2011 Installation and Deployment
Huidige categorie
Trainingsaanbod » Systeem & netwerk trainingen » MS CRM
Module 1: Business Units and Security Roles
This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles.
Lessons:
- Business Units
- Managing Business Units
- Security Features
Module 2: Configuring Users and Teams
This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.
Lessons:
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
Module 3: Customizing Microsoft Dynamics CRM Overview
This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced.
Lessons:
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations - Solutions
Module 4: Customizing Fields
This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities.
Lessons:
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
Module 5: Customizing Entities
This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used.
Lessons:
- Entity Concepts
- Modifying Custom Entities
Module 6: Customizing Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.
Lessons:
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
Module 7: Customizing Forms, Views and Charts
This module explains the design, creation and customization of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups.
Lessons:
- Basic UI Customization Capabilities
- View Customization Overview
- Charts
- Form Customization Overview
- Other Form Objects
- Creating New Forms
Module 8: Configuring Field Security
This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.
Lessons:
- Field Security Scope
- Field Security and Other Security Methods
Module 9: Configuring Auditing
This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at three levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data.
Lessons:
- Enabling Auditing
- Viewing Audit Data
- Managing Audit Partitions
Module 10: Configuring Solutions
This module builds on the principles described in module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and import both types.
Lessons:
- Solutions Review
- Exporting and Importing Unmanaged Solutions
- Exporting and Importing Managed Solutions
Duur
3 dagen
Tarief excl. BTW
€ 1.350,00 per deelnemer
Examen
Examen MB2-866
Gerelateerde trainingen
MS8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
Voorafgaande trainingen
MS80296: Microsoft Dynamics CRM 2011 Installation and Deployment
Huidige categorie
Trainingsaanbod » Systeem & netwerk trainingen » MS CRM
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