MOC 80542 A Customization and Configuration in Microsoft Dynamics CRM 2013

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MOC 80542 A Customization and Configuration in Microsoft Dynamics CRM 2013

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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.

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 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.

3 Days/Lecture & Lab

This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

  • Introduction to Customizing Microsoft Dynamics CRM 2013
  • Building a Security Model in Microsoft Dynamics CRM 2013
  • Customizing Entities
  • Customizing Fields
  • Managing Relationships
  • Customizing Forms
  • Configuring Business Rules
  • Customizing Views
  • Customizing Charts and Dashboards
  • Additional Security Options

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