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Customization and Configuration in Microsoft Dynamics CRM 2013 (M80542)

Learn to customize Microsoft Dynamics CRM 2013 for your business needs.

GK# 6529

Course Overview

In this course, you will learn about the techniques required to customize Microsoft Dynamics CRM in order to meet the specialized needs of businesses.

Delivery Format Options

  • Classroom Live

    Classroom Live

    Receive face-to-face instruction at one of our training center locations.


    $1895 CAD

    3 day

  • Virtual Classroom Live

    Virtual Classroom Live

    Experience expert-led online training from the convenience of your home, office or anywhere with an Internet connection.


    $1895 CAD

    3 day

  • Private Group Training

    Private Group Training

    Train your entire team in a private, coordinated professional development session at the location of your choice.

    Receive private training for teams online and in-person.

Request a date or location for this course.

What You'll Learn

  • Strategies for the creation of business units and security roles
  • Microsoft Dynamics CRM users and teams
  • Principles of customizing the system
  • Fields for both custom and system entities
  • Custom entities, including standard and activity entities
  • Relationships between entities
  • Views, charts and forms for both system and custom entities
  • Field security and access team templates in Microsoft Dynamics CRM
  • Solutions in Microsoft Dynamics CRM
  • Business rules and business process flows to guide users through their work

Who Needs To Attend

Customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software

Course Outline

Download Course Outline