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Customization And Configuration In Microsoft Dynamics CRM 2015 (55168)

New – Design and implement strategies for customizing and configuring Microsoft Dynamics CRM 2015 applications.

GK# 6729

Course Overview

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This 3-day Instructor Led Training course is intended for IT professionals and developers interested in customizing and configuring Microsoft Dynamics CRM 2015 applications. 

This course uses structured walk-throughs in each module to put into practice what has just been introduced by the trainer. There’s also a lab at the end of each module with “high-level” requirements as well as detailed, step-by-step instructions. A number of the modules also incorporate a “Stretch Yourself” lab for more advanced students or for those who simply work at a faster rate than others. 

After each module’s lab(s), a set of questions are posed to test students’ understanding of the material.

Schedule

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  • Delivery Format:
  • Date:
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What You'll Learn

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  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities including standard and activity entities
  • Design, create, and configure relationships between entities
  • Create and configure views, charts, and forms for both system and custom entities
  • Implement field security and access team templates in Microsoft Dynamics CRM
  • Design, create, and configure solutions in Microsoft Dynamics CRM
  • Design, create, and configure business rules and business process flows to guide users through their work

Outline

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Viewing outline for:

Virtual Classroom Live Outline

Module 1: Introduction

The first module prompts students to take control of their development environment through local and system settings. Next, the available Solution types – Unmanaged and Managed – are introduced and their relationship to the Default Solution is explored. Module One ends with the introduction of the rolling scenario, which informs all of the walk-throughs and labs in this course, and the companion courses.

  • Enable system-wide changes to the CRM 2015 environment
  • Understand the role of Solutions in CRM 2015
  • Establish a Publisher to track the source of changes in a CRM installation
  • Understand the purpose of the rolling scenario

Module 2: Security Issues

The second module focuses on entity-level security through the deployment of Security Roles. Permissions and Scope are discussed in the context of Users and Owner Teams. Next, a Business Unit structure is built for the rolling scenario. Module Two ends with a discussion of Manager and Position hierarchies.

  • Understand the purpose of Business Units
  • Examine and understand the purpose of Security Roles
  • Understand Manager and Position Hierarchies

Module 3: Customizing System and Custom Entities

The third module features the ability to customize existing, system entities as well as the creation of new, custom entities. The module ends with a discussion of Local and Global Option Sets and their relative advantages.

  • Note the Entity types available to CRM 2015
  • Distinguish custom entities from activities
  • Understand entity configuration
  • Consider the consequences of deleting an entity

Module 4: Customizing Attributes

The fourth module maps CRM 2015 data types to their underlying representatives in the data storage area (SQL Server). Module Four ends with the introduction of a business rule and the use of a calculated field.

  • Review the available data types
  • Create and modify a range of CRM 2015 data types
  • Distinguish between Local and Global Option Sets
  • Understand the use of calculated fields

Module 5: Establishing Relationships

The fifth module focuses on the formal and informal linkages between CRM 2015 records: one-to-many and many-to-many relationships are discussed, and a self-referencing hierarchical relationship between entity records is established. Rollup Fields are introduced. Later in the module, connections and connection roles are used to create “any-to-any” linkages between records. The module concludes with a discussion of field mappings.

  • Understand the different types of relationships
  • Choose the appropriate relationship behavior
  • Create and use connections/connection roles
  • Set-up data mappings

Module 6: Form Customization

The sixth module discusses the layout and structure of an entity’s forms, including the formatting of tabs, sections, and columns. The navigation area is customized, and a sub-grid is used to display related records. Module Six ends with a discussion of form sets and their relationship with security roles.

  • Understand the structure of entity forms
  • Deploy quick create forms
  • Embed quick view forms

Module 7: Business Rules

The seventh module picks up the discussion of business rules introduced in Module Four. Their significance is explored as well as their purpose and limitations.

  • Understand the significance of business rules
  • Examine the structure of business rules in CRM 2015
  • Note the range of actions available

Module 8: View Customization

The eighth module explores the range of view types supported by CRM 2015. In particular, the new multi-entity search supported for browser access.

  • Understand the component parts of a view
  • Distinguish between system and public views
  • Explore the creation of personal views

Module 9: Chart and Dashboard Customization

The ninth module considers charts and dashboards as effective ways to present visualizations and highlight any trends, patterns, or exceptions in CRM 2015 data.

  • Create and modify system charts
  • Import and export charts as XML
  • Expand dashboard provision
  • Modify system dashboards

Module 10: Further Security Features of CRM 2015

The tenth module takes a deeper dive into security issues by exploring field-level and record-level security through field security profiles and access teams. The module ends with an exploration of auditing and collating audit history using CRM 2015.

  • Understand how to secure fields
  • Investigate profiles as a means to control access to secured fields
  • Explore access teams as a sharing mechanism
  • Understand the auditing capabilities of CRM 2015

Module 11: Business Process Flows

The final module takes students through the stages of constructing a multi-step, multiple-stage business process flow using conditional logic to branch to a different stage of a business process. The three major entities built and extended throughout the three days of the course are linked together into an easy to use representation of a particular process, which links custom entities and a custom activity entity.

  • Understand the process of creating and modifying a process ribbon
  • Explore conditional branching in a business process flow
  • Note how stages can be chained together
  • Understand the linkages between entities in a process flow

Prerequisites

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Before attending this course, students must have:

  • A working knowledge of how to use Microsoft Dynamics CRM 2015
  • A basic understanding of Microsoft SQL Server and relational database functionality
  • Completed Microsoft Dynamics CRM 2015 applications training

Who Should Attend

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  • This course is designed for people who have a working knowledge of how to use Microsoft Dynamics CRM 2015, a basic understanding of Microsoft SQL Server and relational database functionality, and understand Microsoft Dynamics CRM 2015 applications.
  • The course is intended for those people who need to customize and configure Microsoft Dynamics CRM 2015 Applications.
Course Delivery

This course is available in the following formats:

Virtual Classroom Live

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

Duration: 3 day

Classroom Live

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

Duration: 3 day

Request this course in a different delivery format.
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