M8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

3 Day Course
Hands On
Official Microsoft Curriculum
Code M8912

This course has been retired. Please view currently available Microsoft Dynamics Training Courses.


Hide all

Configuring Business Units (3 topics)

  • Business Units Overview
  • Maintaining Business Units
  • Maintaining Business Units (Lab)

Configuring Security (8 topics)

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

Configuring Users and Teams (5 topics)

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management
  • Managing User Accounts (Lab)
  • Managing Teams (Lab)

Configuring Organizational Settings (8 topics)

  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface (MUI)
  • Multi-Currency
  • Maintaining System Settings (Lab)
  • Installing MUI Language Packs (Lab)
  • Importing Currency Exchange Rates (Lab)

Customizing Microsoft Dynamics CRM Overview (8 topics)

  • Customization Methodology
  • Who Can Customize Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM Architecture
  • Types of Customizations
  • Upgrading Customizations
  • Reusing Customizations
  • Publishing Customizations
  • Importing and Exporting Customizations (Lab)

Customizing Forms and Views (11 topics)

  • 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
  • Form Customization (Lab)
  • View Customization (Lab)

Customizing Entities and Attributes (5 topics)

  • Customization Concepts
  • Customizing Attributes
  • Creating a Custom Entity
  • Creating a Custom Attribute (Lab)
  • Creating a Custom Entity (Lab)

Customizing Relationships and Mappings (9 topics)

  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • One-to-Many Relationship Behavior
  • Creating Entity Relationships
  • Entity Mapping
  • Create a Manual Many-to-Many Relationship (Lab)
  • Create a Native Many-to-Many Relationship (Lab)
  • Add a Mapping (Lab)
  • Case Study (Lab)

Renaming Entities and Translating Customizations (3 topics)

  • Renaming a Customizable Entity
  • Translate Customized Labels
  • Renaming a Customizable Entity (Lab)

Maintaining Organizations through Deployment Manager (6 topics)

  • Creating Multiple Organizations
  • Deployment Manager - Microsoft Administrators
  • Deployment Manager - Organizations
  • Deployment Manager - Servers
  • Deployment Manager - Licenses
  • Maintaining Multiple Organizations (Lab)

Introduction to Advanced Customizations (14 topics)

  • 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


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.

Course PDF