Customisation and Configuration in Microsoft Dynamics CRM 2013

This course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised 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.

This course also helps candidates prepare for exam MB2-703: Microsoft Dynamics CRM 2013 Customisation and Configuration.

After completing this course, students will be able to:

  • 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

This training is intended for both novice and experienced customisers 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.

Before attending this course, students must have:

  • A working knowledge of how to use Microsoft Dynamics CRM 2011
  • But not required, completed Microsoft Dynamics CRM 2011 or 2013 applications training, because this training material focuses on customising database entities, attributes, relationships and mappings
  • A basic understanding of Microsoft SQL Server and relational database functionality

All our public scheduled training courses offer delegates the following facilities which are all included at no extra cost: 

  • Mini Continental Breakfast, with a choice of Croissants, Pastries, Cereals, Juices, and of course Tea and Coffee
  • Buffet Lunch
  • A Selection of Soft Beverages are available throughout the Training Day
  • Full Course Manual (Official Curriculum Courseware for Technical Courses where Designated)
  • Course Exercise Files on CD\DVD or Online
  • Course Stationery Pack (Pen, Pencil and Paper)
  • Course Certificate (Vendor Accredited where Designated)
  • FREE Internet Access during your visit (Wi-Fi as Available)

There are no records to display

Email This Page to a Friend
module by Spiral

Course Details:

Duration: 3 Days
Delivery: Instructor led
Type: Course
Setting: Classroom
Language: English
Audience: IT Professionals, Developers
Code: MS80542
Exam: MB2-703
Level: 200

Don't be Left Disappointed

The earlier you book the cheaper it is! That's our policy. The earlier you book a course online, the more likely the course is to run! We don't offer discounts for last minute bookings in fact quite the opposite. Book late and you'll end up paying the FULL price!!!

Late bookings mean we have to order extra manuals, which we have to pay express delivery charges for, additional food, that means our purchasing power is reduced, and reconfiguring rooms, which means extra time. Unfortunately all these unforeseen changes cost money which you end-up paying.

Just look how much you can save on our online listed prices the earlier you book!

  • 45 working days or more attracts an 8% reduction
  • Less than 45 working days = Full Price

Secure your place early and get a great reduction!

Early booking discounts apply to our publicly scheduled Microsoft Technical IT training courses held at our own premises. This discount will be applied to online booking(s) registrations only. Not to be used in conjunction with any other offer.
 

Get instructor-led, technical classroom training from Microsoft certified training partners.

With Software Assurance Training Vouchers you get authorised instructor-led technical training by our very own Microsoft qualified certified trainers. Using only courseware developed by Microsoft experts, these in-depth courses are designed to help your IT staff deploy, manage and support new software.

Your SA Training Vouchers are reserved for technical courses only. Examples of courses include:

  • MS10174 - Configuring and Managing Microsoft SharePoint 2010
  • MS10774 - Querying Microsoft SQL Server 2012
  • MS10135 - Configuring, Managing and Troubleshooting Microsoft Exchange Server 2010

After you complete your course, we will processes your voucher and are reimbursed by Microsoft. Unless the length of your training exceeds the training days available to you through SA, you will not be asked for payment

Need to know more about SATV’s visit: http://www.microsoft.com/licensing/software-assurance/training-vouchers.aspx Or give us a call on 0845 600 6061

Associate Microsoft Trainer

Associate with Nexgenn

As a Microsoft Certified Learning Partner we have a commitment to our customers to provide the highest level of training standards possible. To this end we continue to seek out talented individuals with a natural flair for communicating technical subject matter to a wide variety of audiences.

With customers both here in the UK and Europe, we deliver classess in native english covering a wide spectrum of products.

We are always looking to add to our existing portfolio of trainers. You must already have achieved your MCT qualification and have some commercial training delivery experience. Perhaps you may have already chosen a specialist subject to focus on such as Microsoft SharePoint Server, SQL Server, System Center, Exchange Server or generalise in Windows Server – We’d like to hear from you.

In the first instance please send us your CV to our Human Resources department. Please also include a link to your online transcript.

Need to know more about our associate program, give us a call on 0845 600 6061