Customisation of xRM/CRM for Microsoft Partners and Customers

2 Day Course
Hands On
Code F1037

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite

Overview

This course provides students with the knowledge and skills to configure and customise Microsoft Dynamics CRM/xRM. It is intended for CRM Sales Executives, Consultants and Customizers who will configure the application using its built-in tools.

Objectives

On completion of this course, delegates will be able to:

  • Recognise the importance of defining and using an effective implementation methodology.
  • Recognise the types of customisations that can be based on the default Microsoft Dynamics CRM/xRM security roles.
  • Identify how the Microsoft Dynamics CRM/xRM architecture influences how and where you customise Microsoft Dynamics CRM/xRM.
  • Recognise some of the ways that Microsoft Dynamics CRM/xRM can be customised.
  • Identify how Microsoft Dynamics CRM/xRM’s architecture enables organisations to safely upgrade their customisations.
  • Identify which customisations require publishing and the various ways to publish them.
  • Discover how you can re-use customisations by exporting customisations made in one deployment and importing them into another.
  • Identify the features of the form customisation tool.
  • Examine how to organise data on a form by organising the data in tabs.
  • Examine how to organise data within tabs by using sections.
  • Identify how to add and maintain form fields.
  • Examine how to test the appearance and behaviour of a customised form prior to saving the customisations.
  • Examine how to customise an entity’s Preview form.
  • Identify the types of views that can be customised.
  • Identify the different ways in which a view can be customised.
  • Examine what properties can be customised on a view.
  • Review the types of entities and attributes available in a system.
  • Create and edit attributes to meet the business needs of your organisation.
  • Examine how to create, configure and delete custom entities.
  • Configure security settings to control access to and maintenance of custom entities.
  • Identify the various types of supported relationships that can link system and custom settings.
  • Identify the types of relationships that are not supported by the system.
  • Understand how 1:N relationship rules control how certain actions taken on a record affect related records.
  • Create entity relationships and configuring relationship behaviour.
  • Discuss how attribute mapping facilitates data entry when creating new records that are related to a parent record.
  • Examine the steps that need to be performed to rename a customisable entity.
  • Understand how to translate customised labels in a multilingual deployment.
  • Identify how the multi-tenancy feature enables more than one organisation to be installed on a single Microsoft Dynamics CRM/xRM Server.
  • Understand how the Deployment Manager’s Deployment Administrators tool is used.
  • Examine how the Deployment Manager’s Organisations tool is used for maintaining connectivity.
  • Identify how to use the Deployment Manager’s Server tool to take Microsoft CRM Servers offline and online.
  • Use the Deployment Manager’s License tool to maintain licenses.
  • Identify the Microsoft Dynamics CRM/xRM features that enable application integration.

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.

Modules

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Customising Microsoft Dynamics CRM/xRM Overview (7 topics)

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

Customising Forms and Views (6 topics)

  • Basic UI Customisation Capabilities
  • Form Customisations
  • Preview Form Customisation
  • View Customisations
  • Lab: Form Customisation
  • Lab: View Customisation

Customising Entities and Attributes (6 topics)

  • Basic UI Customisation Capabilities
  • Form Customisations
  • Preview Form Customisation
  • View Customisations
  • Lab: Form Customisation
  • Lab: View Customisation

Customising Relationships and Mapping (9 topics)

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

Renaming Entities and Translating Customisations (3 topics)

  • Renaming a Customisable Entity
  • Translate Customised Labels
  • Lab: Renaming a Customisable Entity

Maintaining Organisations Through Deployment Manager (6 topics)

  • Creating Multiple Organisations
  • Deployment Manager - Deployment Administrators
  • Deployment Manager - Organisations
  • Deployment Manager - Servers
  • Deployment Manager - License
  • Lab: Maintaining Multiple Organisations

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

Prerequisites

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.

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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