Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.
Introduction: This three-day instructor-led course provides students with the knowledge and skills to improve their business processes by using the key features of sales management, marketing automation, service management, and service scheduling.
At Course Completion:
Configure a company’s organizational structure within Microsoft Dynamics CRM
Add user accounts
Create and maintain security roles
Create teams of users
Create and configure multiple organizations within one implementation
Configure system settings, currency exchange rates, and multilingual user interface language packs
Import and export customizations
Customize forms and views
Customize database entities and attributes
Customize entity relationships and mappings
Identify areas where advanced customization functionality can be implemented
Microsoft Certified Professional Exams:
No Microsoft Certified Professional exams are associated with this course currently.
Module 1: Configuring Business Units
Business Units Overview
Maintaining Business Units
Add Business Units
Reorganize Business Units
Delete Business Units
Module 2: Configuring Security
Microsoft Dynamics CRM Security Features
Privileges
Access Levels
Security Roles
Security Roles and Business Units
Creating and Copying Security Roles
Planning Considerations when Configuring SecurityLab 2.1:
Creating a Custom Security Role
Assigning a Role
Module 3:
Configuring Users and Teams
User Management Overview
Adding and Maintaining User Accounts
Team Management
Adding a Single User
Adding Multiple Users
Changing a Manager
Disabling a User Account
Create Teams
Add Users to a Team
Share Data with a Team
Module 4:
Configuring Organizational Settings
System Settings
Auto Numbering
Fiscal Year Settings
Multilingual User Interface (MUI)
Multi-Currency
Configuring System Settings
Configuring Auto Numbering
Installing French and Spanish MUI Language Packs
Enabling MUI Language Packs
Selecting a language for the Web application
Installing a Language Pack on the Microsoft Dynamics CRM for Microsoft Office Outlook
Selecting a language for the Microsoft Dynamics CRM for Office Outlook
Import a Currency Exchange Rate file
Manually Add a Currency and Exchange Rate
Test Default Account Currency
Test Base Currency
Change the User’s Default Currency
Test the User’s Default Currency
Module 5: Customizing Microsoft Dynamics CRM Overview
Customization Methodology
Who Can Customize Microsoft Dynamics CRM?
Microsoft Dynamics CRM Architecture
Types of Customizations
Upgrading Customizations
Reusing Customizations
Publishing Customizations
View the Contact form before importing customizations
Import Customizations
View the Contact form after customizations
Export Customizations
Module 6:
Customizing Forms and Views
Basic UI Customization Capabilities
Form Customization Overview
Form Customization – Editing Tabs
Form Customization – Editing Sections
Form Customization – Editing Fields
Preview Your Customizations
Preview Form Customization
View Customization Overview
View Customization
Create a Custom Tab
Update the Details and Administration Tabs
Update the Preview form
Modify an existing view
Create a new view
Change an entity’s default view
Modify the Quick Find view
Modify the Advanced Find view
Save an Advanced Find query as a Personal view
Modify an entity’s Associated view
Module 7:
Customizing Entities and Attributes
Customization Concepts
Customizing Attributes
Creating a Custom Entity
Add a Custom Attribute
Add the Attribute to the Entity’s form
Add the Attribute to the Preview form
Create a Custom View
Publish and Test
Create a Custom Entity
Create Custom Attributes
Update Entity Form
Update Entity View
Apply Custom Icons
Update Custom Entity Permissions
Module 8:
Customizing Relationships and Mappings ments
Supported Entity Relationships
Unsupported Entity Relationships
One-to-Many Relationship Behavior
Creating Entity Relationships
Entity Mapping
Create an Intersect Entity
Create two Many-to-One Relationships based on the intersect entity and two related entities
Add attributes to the intersect entity
Expose Attributes on the Intersect Entity form
Edit the Associated View
Save and Publish
Test the functionality
Update Entity Attribute
Create a custom view
Create a Custom Entity
Create Custom Attributes
Module 9:
Renaming Entities and Translating Customizations
Renaming a Customizable Entity
Translate Customized Labels
Back up the Case configuration
Rename the Case Entity
Change the view names
Change the Case form labels
Change the Attribute Display names
Change the messages
Publish and Export the changes
Change the online Help
Module 10:
Maintaining Organizations through Deployment Manager
Creating Multiple Organizations
Deployment Manager - Microsoft Administrators
Deployment Manager – Organizations
Deployment Manager – Servers
Deployment Manager – Licenses
Add a new organization
Add business units to the new organization
Module 11:
Introduction to Advanced Customizations
Introduction to Workflow
Introduction to Application Event Programming
Common Uses for Event Programming
Using Form Events
Using Files Events
Configuring Event Detail Properties
Introduction to IFrames
Introduction to URL Addressable Forms
Introduction to Creating Custom Menus, Buttons, and Navigation Items
Copyright (c) 2005 New Horizons - All Rights Reserved. Procomp Computer Services CC trading as New Horizons Computer Learning Centre. Registration No. 2002/029621/23
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