Course Outline:
Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013
Lessons
- Customization or Development?
- Microsoft Dynamics CRM Solutions
- Introduction to Entity Customization
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
Lessons
- Introduction to Business Units
- Overview of Security Roles
- User Management Overview
- Team Management Overview
- Teams and Sharing
- Manage Security
- Roles for Users and Teams
Lab : Configure Security Roles
Lab : Configure User Access
Module 3: Customizing Entities
Lessons
- Entity Customization Concepts
- Create a Custom Entity
- Additional Entity Properties
- Modifying the Configuration of an Entity
Lab : Create Custom Entities
Lab : Create a Custom Activity Entity
Module 4: Customizing Fields
Lessons
- Field Data Types
- Field Display Formats
- Field Properties
- Customize Existing Fields
- Configure Option Sets
- Status and Status Reason Fields
- Delete Fields
Lab : Create and Modify a Global Option Set
Module 5: Managing Relationships
Lessons
- Types of Entity Relationships
- Create Entity Relationships
- 1:N Relationship Behavior
- Field Mappings in 1:N Relationships
- Connections and Connection Roles
Lab : Create New Relationships
Lab : Customize Relationship Mappings
Module 6: Customizing Forms
Lessons
- Form Customization Overview
- Create and Modify Forms
- Quick Create and Quick View Forms
- Manage Multiple Forms
- Mobile Clients
Lab : Modify Form Layout and Add Fields
Lab : Create a Role-Based Form for the Competitor entity.
Module 7: Configuring Business Rules
Lessons
Lab : Create a Business Rule
Module 8: Customizing Views
Lessons
- View Customization Concepts
- System Views
- Create Custom Views
- Remove Unwanted Views
Lab : Modify a Quick Find View
Lab : Create Custom Views
Module 9: Customizing Charts and Dashboards
Lessons
- Create and Modify Charts
- Export and Import Charts
- Create and Modify Dashboards
Lab : Create a Custom Chart
Lab : Create a Dashboard
Module 10: Additional Security Options
Lessons
- Field Security
- Access Team Templates
- Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template
Module 11: Business Process Flows
Lessons
Lab : Create a Multi-Entity Business Process Flow
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