Class Details
This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM. Configuration topics include setting up business management functions such as:
The course also focuses on using the Microsoft Dynamics CRM Customization tools to customize the following system components:
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Forms
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Views
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Entities
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Attributes
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Relationships
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Entity Mappings
The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features:
Audience Profile
This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application’s organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.
At course completion, students will be able to:
- The course completion objectives are:
- 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
Additional Dates: CRM Customization and Configuration
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June 20 - 22, 2012
- September 10 - 12, 2012
- November 7 - 9, 2012
Any questions, please contact Judy at 704.321.3881 or judy.vanderlinden@interdynartis.com.