80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training

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80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 training aim to impart training on the tools essentials to deal with CRM issues. Moreover, through this customization and configuration In Microsoft dynamics CRM training, the candidates would come to learn about platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

How to implement the tools to customize and configure a Dynamic CRM implementation

  • How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities. 
  • How to bring all the individual topics covered together and apply them into one completed solution.
  • Working with specialized fields such as calculated and rollup fields.
  • How to use CRM’s different relationship types to configure how related records work together. 
  • Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.     
  • Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
  • Using CRM’s security model to control access to data, features, and functions.
  • How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.  
  • Creating and maintaining custom entities, and custom fields based on specific needs.
Target audience
  • Application Consultants
  • Developers
  • Technology Consultants
  • Solution Architect      
Prerequisites

The prerequisites for the training:

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015.
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 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

1. Introduction to  Customizing and Configuring Dynamics CRM

  • Dynamics CRM Overview
  • What is Dynamics Customization and Configuration
  • Microsoft Dynamics CRM Architecture
  • Customization Methodology

2. Configuring Dynamic CRM

  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams

3. The CRM Security Model

  • Purpose of the CRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types

4. Introduction to Solutions

  • Solutions Overview
  • Solution Details
  • Creating and Working with Solutions
  • Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions

5. Entity and Field Customization

  • Types Entities
  • Entity Ownership
  • Entity Properties
  • Managed Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Overview of Fields
  • Field Properties

6. Additional Field Customizations

  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • CRM Options Sets
  • Alternate Keys
  • Field Level Security
  • State and Status Reason Transitions

7. Relationships

  • Types of Relationships
  • How and Where They are Created
  • Cascading Rules
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Connection and Connection Roles

8. Customizing Forms

  • 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

9. Business Rules

  • Business Rules
  • Business Rule Scope
  • Triggering Rules
  • Conditions and Actions
  • Else Conditions and Actions Occur when conditions are True

10. View and Visualizations

  • Using Views
  • View Customization
  • System View Types Quick Find
  • Customizing Charts
  • Customizing Dashboards
  • Themes

11. Introductions to Processes

  • Processes and Automation
  • Workflow Basics
  • Conditions and Actions

12. Business Process Flows

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

13. Bringing it all Together

  • Review of Customization Topics Covered
  • Scenario
  • Packaging in a Solution

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