The Customization and Configuration in Microsoft Dynamics CRM 2013 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.
• Introduction to Customizing Microsoft Dynamics CRM 2013
• Building a Security Model in Microsoft Dynamics CRM 2013
• Customizing Entities
• Customizing Fields
• Managing Relationships
• Customizing Forms
• Configuring Business Rules
• Customizing Views
• Customizing Charts and Dashboards
• Additional Security Options
• Business Process Flows
3-Day Course with labs/hands-on exercises
2-Day Course (lecture only)
On-site and virtual
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 or 2013 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.