Managed Business & IT Training Solutions

MBIT Training Ltd

Customization and Configuration in Microsoft Dynamics CRM 2016 (80729)

This Digital Learning course provides students with the tools to customize and configure a Dynamic CRM implementation. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
SKU: 80729
GTIN: 80729
Manufacturer: Microsoft
£750.00 (GBP)

Delivery: Blended learning
OR On-site (Private delivery)
Minimum number of delegates: 1:1
Maximum class size: 20
Delivery date: (as requested by customer)
Offers: contact for details however 20% consecutive discount on all group bookings.
Next availability: Immediate
Applicable for: Application Developer, Data Analyst, Programmer
Offers: contact for details

This Digital Learning course provides students with the tools to customize and configure a Dynamic CRM implementation.  The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

This course helps prepare you for exam MB2-712.

Format: Blended learning for on-site, private delivery. A combination of e-learning with trainer input from a Microsoft Certified Trainer.

WHAT ARE THE GOALS FOR THIS COURSE?

  • How to successfully configure specific application features such as auto-numbering, data management, and CRM’s collaboration features.  
  • Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
  • Using CRM’s security model to control access to data, features, and functions.
  • How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.  
  • Creating and maintaining custom entities, and custom fields based on specific needs.
  • Working with specialized fields such as calculated and rollup fields.
  • How to use CRM’s different relationship types to configure how related records work together. 
  • Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.     
  • How to apply Portable Business Logic control how users interact with specific data on forms and entities. 
  • Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs. 
  • Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used. 
  • How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities. 
  • How to bring all the individual topics covered together and apply them into one completed solution.

WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015.
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training.
  • Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality