Advanced Microsoft Dynamics CRM 4 for Small and Medium Businesses

1 Day Course
Hands On
Code F1030

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


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Creating Your Organisational Structure (7 topics)

  • Business Units
  • Managing Business Units
  • Lab: Maintaining Business Units
  • Identify why an organisational hierarchy is defined in Microsoft Dynamics CRM.
  • Identify the differences between the root business unit and all other business units.
  • Identify the guidelines that control maintenance of business units.
  • Create and maintain business units in Microsoft Dynamics CRM.

Configuring Security (7 topics)

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

Configuring Users and Teams (5 topics)

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

Configuring Organisational Settings (8 topics)

  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface
  • Multicurrency
  • Lab: Maintaining System Settings
  • Lab: Installing MUI Language Packs
  • Lab: Importing Currency Exchange Rates

Customising Microsoft Dynamics CRM Overview (7 topics)

  • Customisation Methodology
  • Microsoft Dynamics CRM Architecture
  • Types of Customisations
  • Upgrading Customisations
  • Publishing Customisations
  • Reusing Customisations
  • Lab: Importing and Exporting Customisations

Customising Entities and Attributes (6 topics)

  • Customisation Concepts
  • Customising Attributes
  • Creating a Custom Entity
  • Lab: Creating a Custom Attribute
  • Lab: Creating a Custom Entity
  • Renaming a Customisable Entity

Customising Relationships (6 topics)

  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • 1:N Relationship Behaviour
  • Creating Entity Relationships
  • Lab: Create a Manual N:N Relationship
  • Lab: Create a Native N:N Relationship

Data Management (3 topics)

  • Import Data Wizard
  • Data Migration Manager
  • Establish Duplicate Detection Rules

Introduction to Advanced Customisations (14 topics)

  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Field Events
  • Configuring Event Detail Properties
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus, Navigation Items and Buttons
  • Introduction to ISV.Config Integration Points
  • Introduction to SiteMap
  • SiteMap Structure
  • Introduction to SDK Capabilities
  • ISV Solutions


Before attending this course, students must have the following pre-requisites:

  • Experience using Microsoft Dynamics CRM 4.0.
  • Basic understanding of SQL Server.
  • Understanding of relational database functionality.
  • It is recommended, but not essential, that students have completed Course 8913: Applications in Microsoft Dynamics CRM 4.0.

Course PDF