LeapFox Learning Meridian

80729 Customization and Configuration for Dynamics CRM 2016

Training for Your Group

  • Private class for your team
  • Online or on-location
  • Fully customizable course material
  • Onsite testing available

Training for Individuals

$1785

  • Live, Instructor-led training
  • Expert instructors
  • Hands-on instruction

Course Overview

This course explains everything you need to know about customizing and configuring the Dynamics CRM 2016 system in accordance with a company’s specific requirements.

Course Length:  3 days

Audience:   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.

Prerequisites:   A working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 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.

What You're Going To Learn

  • Configure the Dynamics CRM settings
  • Configure different entities and fields
  • Implement entity relationships, custom actions, workflows, and dialogs
  • Identify scenarios for utilizing multiple forms, and design considerations for charts
  • Set default share views and public views, and configure and manage dashboards
  • Identify role-based business processes
  • Identify and manage business requirements and teams

Register for an Upcoming Date

Date Location Price Register

Course Outline

Lesson 1 – Introduction to Customization and Configuring Dynamics CRM
  • Talent and Course Introduction
  • Module Overview
  • CRM Overview
  • What is Dynamics Customization and Configuration?
  • CRM Architecture
  • Customization Methodology
  • Module review
  • Obtaining a Dynamics CRM Trial
  • TEST YOUR KNOWLEDGE MODULE 1
Lesson 2: Manage Microsoft Dynamics CRM Online Subscriptions
  • Module Overview
  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
  • Module Review
  • MODULE 2 PRACTICE
  • Module 2: Configuring Dynamics CRM
  • Practice 2.1: Configure Business Units, Users, and Teams
  • TEST YOUR KNOWLEDGE MODULE 2

What to Expect at LeapFox

Knowledgeable Instructors

Our Microsoft Office instructors are certified professionals. They are trained on the latest Office features and how to get the most out of Microsoft Office.

Hands on Labs

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Bounce Back Pass

Retake any public course as many times as you like for up to one year for classroom live classes and six months for remote live courses.

Certificate of Completion

Receive a certificate of completion at the end of every course.

Up to Date Curriculum

Each course comes with a helpful and up to date ebook which will contain instruction and practice excercises.

Time Saving Tips N Tricks

In each course your instructor will show you tips and tricks that will save you time and make you more efficient.

Friendly and Helpful Staff

Our staff is dedicated to your success. Each team member is trained to provide the absolute best customer service possible.

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