M8912: Customization and Configuration in Microsoft Dynamics CRM 4.0

3 Day Course
Hands On
Official Microsoft Curriculum
Code M8912

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite


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

The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components:

  •   Forms
  •  Views
  •   Entities
  •   Attributes
  •   Relationships
  •   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:

  •  Application Event Programming
  •  Client Extensions
  •  Workflow
  •  SiteMap
  •  URL Addressable Forms
  •  IFrames
  •  SDK.


After completing the course, you will be able to:

  •  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.

Target Audience

Who Should Attend:

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.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.


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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.

Additional Learning

The courses below may help you meet the knowledge level required to take this course. If you are unsure please ask a training advisor .

  • M8913: Microsoft Dynamics CRM 4.0 Applications

    M8913 is a 3-day instructor led training course exploring Microsoft Dynamics CRM 4.0 Applications for those implementing, using or supporting CRM.

    3 Day Course Hands On Training Official Curriculum Course Code M8913
    Scheduled Online Onsite

or call:408-759-5074

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