Customization and Configuration in Microsoft Dynamics CRM 2013 Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Customization and Configuration in Microsoft Dynamics CRM 2013 Training Course Overview

Customization and Configuration in Microsoft Dynamics CRM 2013 training imparts knowledge and skills to meet the business needs. The training focuses on the security along with customization in MS Dynamics CRM. Customization of entities, fields, forms, views, charts and dashboards all are covered here. Participants will also gain understanding on configuring business rules and managing business process flows.

Upon the completion of the training, you will be proficient in the following skillset:

  • Design and implement strategies for the customization and development of CRM solutions
  • Manage users/teams and configure the security roles to implement security
  • Create and modify the Global Option set for customizing fields
  • Create and customize different types of relationships between entities
  • Define and configure business rules
  • Create and configure views, charts and forms for both system and custom entities
  • Implement field security and access team templates in Microsoft Dynamics CRM
  • Create a multi-entity business process flow to guide users through their work
Target audience

Freshers and professionals having familiarity with the end-user principles of Microsoft Dynamics CRM are the ideal candidates to attend this training.

Prerequisites

Basic understanding of relational database and Microsoft SQL Server is required to get best out of this training.

Exams

After being trained on the above skills, to get official Microsoft Dynamics certification you can attempt for exam MB2-703

Instructor-led Training Live Online Classes

Suitable batches for you

Oct, 2024 Weekdays Mon-Fri Enquire Now
Weekend Sat-Sun Enquire Now
Nov, 2024 Weekdays Mon-Fri Enquire Now
Weekend Sat-Sun Enquire Now

Share details to upskills your team



Build Your Own Customize Schedule



Customization and Configuration in Microsoft Dynamics CRM 2013 Training Course Content

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

Request for Enquiry

assessment_img

ustomization and Configuration in Microsoft Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
Try It Now

ustomization and Configuration in Microsoft Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


500+
Global Clients
4.5 Client Satisfaction
Explore More

Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Expert
Mentors

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
Request for Certificate

What Attendees are Saying

Our clients love working with us! They appreciate our expertise, excellent communication, and exceptional results. Trustworthy partners for business success.

Share Feedback
  WhatsApp Chat

+91-9810-306-956

Available 24x7 for your queries