Customization and Configuration in Microsoft Dynamics CRM 2013

Date: 04-02-2019 s/d 08-02-2019   |   Category: Microsoft   |   Instructor: Rusdi H. S.
Duration : 3 days
Delivery Method : Instructor Led  Training

About this Course
This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Audience Profile
This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

At Course Completion
  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work
Course Details

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013

  • 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
  • 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 EntitiesLessons
  • 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 FieldsLessons
  • 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 RelationshipsLessons
  • Types of Entity Relationships
  • Create Entity Relationships1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Connections and Connection Roles
Lab : Create New RelationshipsLab : Customize Relationship MappingsModule 6: Customizing FormsLessons
  • Form Customization Overview
  • Create and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Lab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the Competitor entity.Module 7: Configuring Business RulesLessons

Configure Business Rules

Lab : Create a Business RuleModule 8: Customizing ViewsLessons

View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lab : Modify a Quick Find ViewLab : Create Custom ViewsModule 9: Customizing Charts and DashboardsLessons

Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lab : Create a Custom ChartLab : Create a DashboardModule 10: Additional Security OptionsLessons

Field SecurityAccess Team TemplatesAuditing Overview

Lab : Configure Field SecurityLab : Create and Configure an Access Team TemplateModule 11: Business Process FlowsLessons

Business Process Flows

Lab : Create a Multi-Entity Business Process Flow
Additional Reading


A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

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