80729 Customization and Configuration for Dynamics CRM 2016

Training for Your Group

Training for Individuals

$1785

Upcoming Dates

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

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

Lesson 3: CRM Security Model

Module Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Module review
MODULE 3 PRACTICES
Practice 3.1: Configure Dynamics CRM Security
TEST YOUR KNOWLEDGE MODULE 3

Lesson 4 – Introduction to Solutions

Module Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions
Working with Solution Assets
Exporting Solutions
Importing Solutions
Module review
TEST YOUR KNOWLEDGE MODULE 4
MODULE 4: YOUR NOTES
TEST YOUR KNOWLEDGE ANSWERS
Module 4

Lesson 5: Entity and Field Customization

Module Overview
Types Entities
Entity Ownership
Entity Properties
System vs Custom Entities
Custom Entities and Security Roles
Overview of Fields
Field Properties
Module review
TEST YOUR KNOWLEDGE MODULE 5
TEST YOUR KNOWLEDGE ANSWERS
Module 5

Lesson 6: Additional Field Customization

Module Overview
Creating Fields to Meet Client Needs
Calculated Fields
Rollup Fields
CRM Option Sets
Alternate Keys
Field Level Security
State and Status Reason Transitions
Module Review
MODULE PRACTICE
TEST YOUR KNOWLEDGE MODULE 6
TEST YOUR KNOWLEDGE ANSWERS
Module 6

Lesson 7: Configure Mobile Devices

Module Overview
Types of Relationships
How and where they are created
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and Connection Roles
Module Review
MODULE 7 PRACTICE
Configure entities for mobile apps
Scenario
Connect to the CRM Online instance
Navigate to the default solution
Hide the fax field in CRM for Phones
Add the city field to CRM for Phones Express
Make the account entity read-only
Publish changes
Test the change to CRM for Phones Express
Test the changes to CRM for Phones and CRM for Tablets
TEST YOUR KNOWLEDGE MODULE 7
TEST YOUR KNOWLEDGE ANSWERS
Module 7

Lesson 8 – Customizing Forms

Module Overview
Form types
Qualities of a good form
Building a Form
Specialized Form Components
Access Teams and Sub Grids
Working with Navigation
Additional Form Types
Multiple Forms
Form customizations and Mobile Clients
Module Review
MODULE 8 PRACTICE
Set default synchronization method
Scenario
Connect to the CRM Online instance
Navigate to the Email tab on System Settings
Change the default synchronization methods
Apply the defaults to existing mailboxes
Review approval settings
Scenario
Connect to the CRM Online instance
Navigate to the default solution
Review the approval settings
TEST YOUR KNOWLEDGE MODULE 8
TEST YOUR KNOWLEDGE ANSWERS
Module 8

Lesson 9: Business Rules

Module Overview
Business Rules
Business Rule Scope
Trigger Rules
Condition and Actions
Else Conditions and Actions Occur When Conditions Are True
Module review
MODULE 9 PRACTICE
Configure forward mailbox record
Scenario
Connect to the CRM Online instance
Navigate to mailboxes
Create the forward mailbox record
Review alerts
Scenario
Connect to the CRM Online instance
Navigate to a mailbox record and review alerts
Reject the email address
Approve the email address
Review alerts in the Sales area
TEST YOUR KNOWLEDGE MODULE 9
TEST YOUR KNOWLEDGE ANSWERS
Module 9

Lesson 10: Views and Visualizations

Module Overview
Using Views
View Customization
System View Types Quick Find
Customization Charts
Customizing Dashboard
Themes
Module Review

Lesson 11: Introduction to Processes

Module Overview
Processes and Automation
Workflow Basics
Module review

Lesson 12: Business Process Flows

What are CRM Business Process Flows
Enabling Business Process Flows
Steps Stages and Categories
Conditional Branching
Module Review

Lesson 13 – Bringing It All Together

Module Overview
Review of Customization Topics Covered
Senario
Packaging in a Solution
Module review
Course Review

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

No boring lectures! Our courses are designed to give students lots of time to practice what they are learning with hands on excercises and projects

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.

Satisfaction Guarantee

If you aren't 100% satisfied wtih your experience with LeapFox, simply let us know and we will give you a full refund.