Learn to customise the latest version of Microsoft Dynamics CRM to completely fit your business model in only 3 days!

Course Details

Title: T4CRM034 - CRM 2016 Customisation and Configuration
Duration: 3 days
Price: £1,700 + VAT

About this Course
This course describes the techniques required to customise 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.

The brand new tools and functionality available in the release of Microsoft Dynamics CRM 2016 are also covered in detail within the following What's New in CRM 2016 module.
Module 12:New in CRM 2016 Customisation and Configuration

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 customising 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 Outline
Module 1: Introduction to Customising Microsoft Dynamics CRM 2016
Customisation or Development? Introduction or Entity Customisation.
Lab: Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2016
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

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
Field Data Types. Field Display Formats. Field Properties. Customise Existing Fields. Configure Option Sets. Status and Status Reason Fields. Delete Fields.
Lab: Create and Modify a Global Option Set

Module 5: Managing Relationships
Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles.
Lab : Create New Relationships Lab : Customize Relationship Mappings

Module 6: Customising Forms
Form Customisation 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
Configure Business Rules
Lab : Create a Business Rule

Module 8: Customising Views
View Customisation Concepts. System Views. Create Custom Views. Remove Unwanted Views.
Lab : Modify a Quick Find View
Lab : Create Custom Views

Module 9: Customising Charts and Dashboards
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
Field Security. Access Team Templates. Auditing Overview
Lab : Configure Field Security
Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows
Business Process Flows
Lab : Create a Multi-Entity Business Process Flow

- Next generation search to make Search simpler, and faster!
- Document management improvements.
- Solution enhancements.
- Interactive Service Hub including Multi-stream and Single-stream Dashboards.
- External Party Access enhancements to the CRM API and SDK.
- App-to-app deep linking.
- Web Resources and IFRAME enhancements.
- Data Performance Dashboard optimization recommendations.
- Bulk Data Loader for CRM Online including recurring data import/export.
- Modern web API enhancements including open industry standard OData v4.

A working knowledge of how to use Microsoft Dynamics CRM. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2015 or 2016 applications training.