This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as: Business units. Users. Teams. Security privileges and roles. System Settings. Multilingual User Interface Language Packs. Currency Exchange Rates. Multiple Organizations.

Forudsætninger

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.

Anbefalede kurser før dette:

M80002 Administration in Microsoft Dynamics CRM 4.0
M8910 What's New in Microsoft Dynamics CRM 4.0
M8911 Installation and Deployment in Microsoft Dynamics CRM 4.0

Anbefalede kurser efter dette:

M80003 Workflow in Microsoft Dynamics CRM 4.0
M8913 Applications in Microsoft Dynamics CRM 4.0

Kursets indhold

Configuring Business Units This module explains how to set up organizational structures by maintaining business units within an organization.

Configuring Security
This module reviews the Microsoft Dynamics CRM security model, including security roles, privileges, and access levels. This module examines how to maintain permissions within security roles, and how security permissions are inherited across business units.

Configuring Users and Teams
This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.

Configuring Organizational Settings
This module reviews a variety of configuration settings that enable each organization to tailor Microsoft Dynamics CRM to satisfy its business requirements. These settings control the appearance and functionality of the application; they are defined at the organization level and apply to all business units in a given implementation.

Customizing Microsoft Dynamics CRM Overview
This module introduces all of the application features that can be customized in Microsoft Dynamics CRM and the different ways in which customizations can be applied. This is an introductory section that lays the foundation for the hands-on training that follows.

Customizing Forms and Views
This module examines how to customize the Microsoft Dynamics CRM user interface using the application's customization tools. This includes customizations to the forms used to enter and update data and the views that display lists of records.

Customizing Entities and Attributes
This module examines how to create new entities and attributes through Microsoft Dynamics CRM’s built-in customization tools.

Customizing Relationships and Mappings ments
This module identifies the different types of supported relationships in Microsoft Dynamics CRM, as well as the types of behavior that control how certain actions taken on a record affect related records. This training also examines entity mapping.

Renaming Entities and Translating Customizations
This module examines the final two elements related to customizing entities: renaming a customizable entity, and in a multilingual deployment, translating customized labels into the required languages.

Maintaining Organizations through Deployment Manager
This module examines how Microsoft Dynamics CRM supports multiple organizations in one installation. This training also examines the tools that are available in Microsoft Dynamics CRM's Deployment Manager utility.

Introduction to Advanced Customizations
This module introduces a variety of advanced customization features that are available with Microsoft Dynamics CRM. These topics are intended for a developer audience, but the topics are introduced to expose the participant to available advanced customization functionality.

Målsætning

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.

Kursusmateriale

Official Microsoft courseware (MOC) will be used at this course.

Kurset er forberedende til følgende certificering:

CRM 4.0 Extending Microsoft Dynamics (MB2-634)
Microsoft Dynamics CRM 4.0 Customization and Configuration (MB2-631)