Customization and Configuration in Microsoft Dynamics CRM 2013 Training

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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.


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


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

Course 80542A: Customization and Configuration in Microsoft Dynamics CRM 2013

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

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