Microsoft Dynamics CRM Customization & Configuration E-Learning Training
Order this award-winning Microsoft Dynamics CRM 2013 Customization & Configuration online course and enjoy 1 year of 24/7 access to rich interactive videos, hands-on tasks, knowledge checks, and progress tracking. After completing the course, you’ll receive a certificate of participation.
This course teaches you how to customize and configure Microsoft Dynamics CRM to suit your organization’s unique needs. Through step-by-step video tutorials and practical exercises, you'll gain the skills to create and manage solutions, forms, security settings, dashboards, and business processes.
Topics include:
- Creating and modifying solutions
- Customizing fields and managing forms
- Configuring mobile clients
- Building charts and dashboards
- Managing security and roles
- Designing and optimizing business processes
Why Choose This Training?
- Learn how to adapt Dynamics CRM to business requirements
- Practical e-learning with interactive videos and hands-on tasks
- 1-year full access, available 24/7
- Includes quizzes, progress tracking, and final certificate
- Ideal for both administrators and customizers
Who Should Attend?
- CRM administrators and system managers
- Consultants deploying Dynamics CRM in organizations
- IT professionals managing Microsoft Dynamics environments
- Users looking to maximize CRM potential through customization
- Anyone wanting to tailor CRM systems to improve customer workflows
Course content
Introduction to Customizing and Configuring
Course: 55 Minutes
- Course Introduction
- Solution Management
- Import and Export Solutions
- Entity Customization
- Field Customization
- Managing Relationships
- Create Custom Activity
- Connection Roles
- Global Option Sets
Security Options
Course: 51 Minutes
- Business Units
- Security Roles
- Applying Security Roles
- Users, Teams, and Sharing
- Field Level Security
- Access Team Templates
- Access Team Reporting
- Auditing
Native Integration with Microsoft Applications
Course:23 Minutes
- Setting Up Document Management
- Setting Up Entities for SharePoint Integration
- Using SharePoint Document Management
- Using SharePoint Functionality from CRM
Practice: Use Global Option Sets
Course: 15 Minutes
- Exercise: Use Global Option Sets
Entity Customization
Course: 21 Minutes
- Course Introduction
- Entity Customization Basics
- Creating a Custom Entity
- Configuring Custom Entity Properties
- Modifying Entity Configuration
Customizing Views
Course: 21 Minutes
- Managing and Customizing Views
- Iframes
- System Views
- Removing Unwanted Views
Business Rules and Process Flows
Course: 27 Minutes
- Configuring Business Rules
- Setting up Business Process Flows
- Working with Business Process Flows
- Case Status Transitions
Customizing Forms
Course: 43 Minutes
- Form Customization Basics
- More Ways to Customize your Forms
- Adding a Timer to a Case
- Role-based Forms
- Quick Create Form
- Quick View Form
- Managing Multiple Forms
- Forms for Mobile Clients
Practice: Customizing and configuring entities
Course: 15 Minutes
- Exercise: Customizing and configuring entities
Customizing Fields
Course: 27 Minutes
- Course Introduction
- Field Data Types
- Display Formats for Fields
- Properties of Fields
- Customizing an Existing Field
- Configure Option Sets
- Status Fields
- Deleting a Field
Managing Relationships
Course: 24 Minutes
- Entity Relationship Types
- Creating an Entity Relationship
- One-to-Many Relationships
- Many-to-One Relationship Field Mapping
- Connections
- Connection Roles
Customizing Charts and Dashboards
Course: 27 Minutes
- Charts and Dashboards
- Creating a Chart
- Modifying an Existing Chart
- Exporting a Chart
- Importing a Chart
- Creating a Dashboard
- Modifying an Existing Dashboard
Practice: Customizing Relationships in Dynamic CRM
Course: 15 Minutes
- Exercise: Configuration of Relationships in Dynamic CRM
