80665 Настройка и конфигурирование в Microsoft Dynamics CRM 2015


Продолжительность: 3 дня (24 ак.часа)

Стоимость очного обучения: 41850 руб.

Другие формы обучения:

Расписание обучения Microsoft CRM

39750 руб.

Description

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses.

The topics covered include Security, creation and configuration of entities, design of forms views and charts, auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

This course helps prepare you for exam MB2-707.

What are the goals for this course?

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

What are the prerequisites to consume this course?

Before attending this course, students must have:

  • 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/or 2015 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.

 

Outline

Module 01: Introduction to Customizing Microsoft Dynamics CRM 2015

  • Module Overview
  • Microsoft Dynamics CRM Solutions
  • Show Me: Create a Solutions
  • Managing Changes Using Solutions
  • Component Dependencies
  • Practice: Create a Solution
  • Module Review
  • Test Your Knowledge

 

Module 02: Building a Security Model

  • Module Overview
  • Introduction to Business Units
  • Security Roles
  • Practice: Configure Security Roles
  • Assigning Multiple Security Roles
  • Managing Security Roles
  • Assigning Security Roles to Teams
  • Practice: Configure User Access
  • Hierarchy Security
  • Module Review
  • Test Your Knowledge

Module 03: Customizing Entities

  • Module Overview
  • Creating a Custom Entity
  • Practice: Create Custom Entities
  • Practice: Create a Custom Activity Entity
  • Module Review
  • Test Your Knowledge

Module 04: Customizing Fields

  • Module Overview
  • Field Data Types
  • Configuring Field Properties
  • Practice: Create Custom Fields
  • Local and Global Options ETS
  • Data Types
  • Practice: Create and Modify a Global Option Set
  • Module Review
  • Test Your Knowledge

Module 05: Managing Relationships

  • Module Overview
  • Types of Relationships
  • N:N Relationships
  • Practice: Create a N:N Relationship
  • Relationship Behavior
  • Field Mappings in 1:N Relationships
  • Hierarchy
  • Practice: Create a 1:N Relationships
  • Module Review
  • Test Your Knowledge

Module 06: Customizing Forms

  • Module Overview
  • Form Customization Overview
  • Practice: Add Fields to Forms
  • Managing Multiple Forms
  • Practice: Create a Role-Based Form
  • Mobile Client Display of Forms
  • Module Review
  • Test Your Knowledge

Module 07: Business Rules

  • Module Overview
  • Business Rule Overview
  • Practice: Create a Business Rule
  • Module Review
  • Test Your Knowledge

Module 08: Customizing Views

  • Module Overview
  • View Customization Concepts
  • Practice: Modify the Quick Find View
  • Creating Custom Views
  • Practice: Create a Custom View
  • Removing Unwanted Views
  • Module Review
  • Test Your Knowledge

Module 09: Customizing Charts and Dashboards

  • Module Overview
  • Creating and Modifying Charts
  • Chart Types and Options
  • Practice: Create a Custom Chart
  • Configuring Series and Categories
  • Creating and Modifying Dashboards
  • Practice: Create a Modified Dashboard
  • Controlling Access to Dashboards
  • Module Review
  • Test Your Knowledge

Module 10: Additional Security Options

  • Module Overview
  • Configure Field Security
  • Practice: Configure Field Security
  • Access Team Templates
  • Practice: Create and Configure an Access Team Template
  • Module Review
  • Test Your Knowledge

Module 11: Business Processes

  • Module Overview
  • Introduction to Business Process Flows
  • Create a Business Process Flow
  • Practice: Create a Multi-Entity Business Process Flow
  • Module Review
  • Test Your Knowledge

По окончании курса всем слушателям, успешно освоившим материал выдается международный сертификат Microsoft.

 

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