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.


Objectivos

_ Design and implement strategies for the creation of Business Units and Security Roles
_ Create and 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 in Microsoft Dynamics CRM
_ Configure and monitor audition on Microsoft Dynamics CRM components
_ Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions


Duração: 18 horas


Conteúdo Programático

Business Units and Security Roles
_ Business Units
_ Managing Business Units
_ Security Features

Configuring Users and Teams
_ User Management Overview
_ Adding and Maintaining User Accounts
_ Team Configuration

Customizing Microsoft Dynamics CRM Overview
_ Customization Methodology
_ Who can Customize Microsoft Dynamics CRM?
_ Types of Customizations
_ Types of Customizations - Solutions

Customizing Fields
_ Customization Concepts
_ Field Data Types
_ Field Properties
_ Creating Fields
_ Creating Option Sets

Customizing Entities
_ Entity Concepts
_ Modifying Custom Entities

Customizing Relationships and Mappings
_ Types of Entity Relationships
_ Creating Entity Relationships
_ Entity Mapping

Customizing Forms, Views and Charts
_ Basic UI Customization Capabilities
_ View Customization Overview
_ Charts
_ Form Customization Overview
_ Other Form Objects
_ Creating New Forms

Configuring Field Security
_ Field Security Scope
_ Field Security and Other Security Methods

Configuring Auditing
_ Enabling Auditing
_ Viewing Audit Data
_ Managing Audit Partitions

Configuring Solutions
_ Solutions Review
_ Exporting and Importing Unmanaged Solutions
_ Exporting and Importing Managed Solutions

Requisitos

_ 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.

Solicite mais informação

Inscreva-se neste curso