Course 80542A: Customization and Configuration in Microsoft Dynamics CRM 2013
- 1: Introduction to Customizing Microsoft Dynamics CRM 2013
- 2: Building a Security Model in Microsoft Dynamics CRM 2013
- 3: Customizing Entities
- 4: Customizing Fields
- 5: Managing Relationships
- 6: Customizing Forms
- 7: Configuring Business Rules
- 8: Customizing Views
- 9: Customizing Charts and Dashboards
- 10: Additional Security Options
- 11: Business Process Flows
1: Introduction to Customizing Microsoft Dynamics CRM 2013
- Customization or Development?
- Microsoft Dynamics CRM Solutions
- Introduction to Entity Customization
2: Building a Security Model in Microsoft Dynamics CRM 2013
- Introduction to Business Units
- Overview of Security Roles
- User Management Overview
- Team Management Overview
- Teams and Sharing
- Manage Security Roles for Users and Teams
3: Customizing Entities
- Entity Customization Concepts
- Create a Custom Entity
- Additional Entity Properties
- Modifying the Configuration of an Entity
4: Customizing Fields
- Field Data Types
- Field Display Formats
- Field Properties
- Customize Existing Fields
- Configure Option Sets
- Status and Status Reason Fields
- Delete Fields
5: Managing Relationships
- Types of Entity Relationships
- Create Entity Relationships
- 1:N Relationship Behavior
- Field Mappings in 1:N Relationships
- Connections and Connection Roles
6: Customizing Forms
- Form Customization Overview
- Create and Modify Forms
- Quick Create and Quick View Forms
- Manage Multiple Forms
- Mobile Clients
7: Configuring Business Rules
- Configure Business Rules
8: Customizing Views
- View Customization Concepts
- System Views
- Create Custom Views
- Remove Unwanted Views
9: Customizing Charts and Dashboards
- Create and Modify Charts
- Export and Import Charts
- Create and Modify Dashboards
10: Additional Security Options
- Field Security
- Access Team Templates
- Auditing Overview
11: Business Process Flows
- Business Process Flows