80729 Customization and Configuration for Dynamics CRM 2016

Training for Your Group

Training for Individuals


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

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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
Lesson 2: Manage Microsoft Dynamics CRM Online Subscriptions
  • Module Overview
  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
  • Module Review
  • Module 2: Configuring Dynamics CRM
  • Practice 2.1: Configure Business Units, Users, and Teams

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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

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