Topics

Module 1: Configuring Business Units

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

Lessons include:

• Business Units Overview
• Maintaining Business Units

Module 2: 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.

Lessons include:

• Dynamics CRM Security Features
• Privileges
• Access Levels
• Security Roles
• Security Roles and Business Units
• Creating and Copying Security Roles
• Planning Considerations when Configuring Security

Module 3: 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.

Lessons include:

• User Management Overview
• Adding and Maintaining User Accounts
• Team Management

Module 4: 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.

Lessons include:

• System Settings
• Auto Numbering
• Fiscal Year Settings
• Multilingual User Interface (MUI)
• Multi-Currency

Module 5: 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.

Lessons include:

• Customization Methodology
• Who Can Customize Microsoft Dynamics CRM?
• Microsoft Dynamics CRM Architecture
• Types of Customizations
• Upgrading Customizations
• Reusing Customizations
• Publishing Customizations

Module 6: 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.

Lessons include:

• 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

Module 7: Customizing Entities and Attributes

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

Lessons include:

• Customization Concepts
• Customizing Attributes
• Creating a Custom Entity

Module 8: Customizing Relationships and Mappings

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

Lessons include:

• Supported Entity Relationships
• Unsupported Entity Relationships
• One-to-Many Relationship Behavior
• Creating Entity Relationships
• Entity Mapping

Module 9: 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.

Lessons include:

• Renaming a Customizable Entity
• Translate Customized Labels

Module 10: 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.

Lessons include:

• Creating Multiple Organizations
• Deployment Manager - Microsoft Administrators
• Deployment Manager – Organizations
• Deployment Manager – Servers
• Deployment Manager – Licenses

Module 11: 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.

Lessons include:

• 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
• Introduction to ISV.config Integration Points
• Introduction to SiteMap
• SiteMap structures
• Introduction to SDK Capabilities
• ISV solutions