8912A: Configuration & Customization in Microsoft Dynamics CRM 4.0

Transcription

1 8912A: Configuration & Customization in Microsoft Dynamics CRM 4.0 Course Number: 8912A Course Length: 3 Days Course Overview This three-day course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as: Business units Users Teams Security privileges and roles System Settings Multilingual User Interface Language Packs Currency Exchange Rates Multiple Organizations The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components: Forms Views Entities Attributes Relationships Entity Mappings The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features: Application Event Programming Client Extensions Workflow SiteMap URL Addressable Forms IFrames SDK Prerequisites Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database

2 entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality. Audience This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application s organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK. Course Outline Course Introduction Course Introduction 3m Module 01 - Configuring Business Units Demo - Microsoft Dynamics CRM Overview Lesson: Business Units Root Business Unit Creating Business Units in Microsoft CRM Lesson: Managing Business Units Restructuring an Organization Demo - Business Unit Management Module 01 Review 49m Module 02 - Configuring Security Lesson: Microsoft CRM Security Features Role-Based Security Lesson: Privileges Lesson: Access Levels Access Level - NONE Access Level - USER Access Level - BUSINESS UNIT Access Level - PARENT:CHILD BUSINESS UNIT Access Level - ORGANIZATION Lesson: Security Roles Roles and the Workgroup Edition Roles and Business Units System Administrator Role System Customizer Role Lesson: Roles and Business Units Inherited Roles Reassigning Users to a New Business Unit Lesson: Creating and Copying Roles Demo - Creating and Copying Security Roles Module 02 Review 45m

3 Module 03 - Configuring Users and Teams Lesson: User Management Overview Lesson: Adding and Maintaining User Accounts Adding New User Accounts Adding a Single User Account in a Web Client or Partner-Hosted Solution Adding Multiple User Accounts Disabling Full User Accounts Assigning a Manager to Microsoft Dynamics CRM Demo - User Management Lesson: Team Management Guidelines to Creating Teams Demo - Team Management Module 03 Review 38m Module 04 - Configuring Organizational Solutions Lesson: Configure System Settings Demo - Configure System Settings Lesson: Multilingual User Interface (MUI) Demo - Administering MUI Language Packs Lesson: Multi-Currency Using the Multi-Currency Model in Microsoft Dynamics CRM Defining the Base Currency Defining the Transaction Currencies Associating a Currency with Accounts and Contacts Associating a Currency with Quotes Associating a Currency with Orders Associating a Currency with Invoices Default Currency Per User Demo - Managing Multiple Currencies Module 04 Review 1h 26m Module 05 - Customizing Microsoft Dynamics CRM Overview Lesson: Customization Methodology Levels of Customizations Lesson: Microsoft Dynamics CRM Architecture Database Access Lesson: Who Can Customize Microsoft Dynamics CRM? Lesson: Types of Customizations Customizing Forms Customizing Views Customizing the Microsoft Dynamics CRM Schema Application Event Programming Client Extensions Workflow Reporting Extending the Application Using.NET Lesson: Upgrading Customizations 39m

4 Lesson: Publishing Customizations Lesson: Reusing Customizations Exporting Customizations Importing Customizations Demo - Reusing Customizations Module 05 Review Module 06 - Customizing Forms and Views Lesson: Basic UI Customization Capabilities Lesson: Form Customization Overview Lesson: Form Customization Customizing Sections Moving a Section Customizing Fields Lesson: Preview Customizations Demo - Form Customization Lesson: View Customization Overview System Views View Properties Lesson: View Customization Lesson: Preview Form Customization Demo - Create and Modify Views Module 06 Review 1h 8m Module 07 - Customizing Entities and Attributes Lesson: Customization Concepts Lesson: Customizing Attributes Schema Name Prefix Attribute Requirement Levels Deleting a Custom Attribute Demo - Creating a Custom Attribute Lesson: Creating a Custom Entity Custom Entity Security Entity Icons Deleting a Custom Entity Demo - Creating a Custom Entity Module 07 Review 47m Module 08 - Customizing Relationships and Mappings Lesson: Entity Relationships Supported Relationships 1-to-Many (1:N) Relationships Many-to-Many (N:N) Relationships Native N:N Relationship Manual N:N Relationship Self-Referential Relationships Lesson: 1:N Relationship Behavior 59m

5 Cascading Rules Types of Behavior Lesson: Creating Entity Relationships Deleting Relationships Demo - Creating an Entity Relationship Lesson: Entity Mappings Attribute Mapping Limitations Mapping Picklists Automatic Attribute Mapping Demo - Entity Mapping Module 08 Review Module 09 - Renaming Entities and Translating Customizations Lesson: Renaming a Customizable Entity Demo - Changing Entity Names Lesson: Translating Customizations Demo - Translating Customizations Module 09 Review 25m Module 10 - Maintaining Organizations Though Deployment Manager Lesson: Creating Multiple Organizations Users and Multiple Organizations Importing an Organization Demo - Deployment Manager Lesson: Deployment Manager - Deployment Administrators Lesson: Deployment Manager - Servers Lesson: Deployment Manager - License Module 10 Review 24m Module 11 - Introduction to Advanced Customizations Lesson: Introduction to Workflow Key Features of Microsoft Dynamics CRM 4.0 Workflow Demo - Activity Creation in Workflow Lesson: Application Event Programming Outlook Client Lesson: Common Uses for Event Programming Lesson: Using Form Events Lesson: Using Field Events Demo - Referencing Form and Field Values Lesson: Configuring Event Detail Properties Demo - Creating Simple Event Scripts Lesson: IFrame Passing Parameters IFrame Properties Demo - Add an IFrame Demo - Creating a Dynamic IFrame Lesson: URL Addressable Forms 1h 53m

6 Demo - URL Addressable Form Lesson: Creating Custom Menus, Side Tabs, and Buttons Lesson: ISV.Config Integration Points Detail Level Entity Grid Level Demo - ISV.Config Structure Lesson: SiteMap Configuring SiteMap Demo - SiteMap Lesson: SDK Capabilities Microsoft Dynamics CRM External Connector License Lesson: ISV Solutions Module 11 Review Course Closure Total Duration: 9h 58m