55168: Customization And Configuration In Microsoft Dynamics CRM 2015

55168: Customization And Configuration In Microsoft Dynamics CRM 2015 Course Description

Duration: 3.00 days (24 hours)

This courses is intended for those IT Professionals and IT Developers who are interested in Customising and Configuring Microsoft Dynamics CRM 2015 Applications.

This course, uses structured Walkthroughs throughout each module to put into practice what has just been introduced by the trainer. There's also a Lab at the end of each module with 'high-level' requirements as well as detailed, step-by-step instructions.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 55168: Customization And Configuration In Microsoft Dynamics CRM 2015 Course

  • » This course is designed for people who have a working knowledge of how to use Microsoft Dynamics CRM 2015, a basic understanding of Microsoft SQL Server and relational database functionality and understand Microsoft Dynamics CRM 2015 applications.
  • » The course is intended for those people who need to customize and configure Microsoft Dynamics CRM 2015 Applications.

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Course Prerequisites for 55168: Customization And Configuration In Microsoft Dynamics CRM 2015

  • » A working knowledge of how to use Microsoft Dynamics CRM 2015
  • » A basic understanding of Microsoft SQL Server and relational database functionality
  • » Completed Microsoft Dynamics CRM 2015 applications training

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55168: Customization And Configuration In Microsoft Dynamics CRM 2015 Course Objectives

  • » 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

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55168: Customization And Configuration In Microsoft Dynamics CRM 2015 Course Outline

      1. Introduction.
        1. Enable system-wide changes to the Crm 2015 environment.
        2. Understand the role of Solutions in Crm 2015.
        3. Establish a Publisher to track the source of changes in a CRM installation.
        4. Understand the purpose of the Rolling Scenario.
        5. Lab : Working with an Unmanaged Solution.
        6. Lab : Stretch Yourself' Lab: Working with a Managed Solution
      2. Security Issues
        1. Understand the purpose of Business Units.
        2. Examine and understand the purpose of Security Roles.
        3. Understand Manager and Position Hierarchies.
        4. Lab : Modifying Users' Roles to meet changing requirements
        5. Lab : Create a Manager Hierarchy
      3. Customising System and Custom Entities
        1. Note the Entity types available to Crm 2015
        2. Distinguish custom Entities from Activities
        3. Understand Entity Configuration.
        4. Consider the consequences of deleting an Entity
        5. Lab : Creating Custom Entities
        6. Lab : Extending existing Entities and creating an Activity Entity
      4. Customising Attributes
        1. Review the available Data Types.
        2. Create and modify a range of Crm 2015 data types.
        3. Distinguish between Local and Global Option Sets.
        4. Understand the use of Calculated Fields.
        5. Lab : Creating Additional Fields for an Entity
        6. Lab : Building a Calculated Field for Budget Aggregation
      5. Establishing Relationships
        1. Understand the different types of Relationships.
        2. Choose the appropriate Relationship Behaviour.
        3. Create and use Connections/Connection Roles.
        4. Set-up Data Mappings.
        5. Lab : Create a 1:N Relationship between Entities
        6. Lab : Build a Hierarchical Relationship within an Entity
      6. Form Customisation
        1. Understand the structure of Entity Forms.
        2. Deploy Quick Create Forms.
        3. Embed Quick View Forms.
        4. Lab : Building Quick Create Forms
        5. Lab : Adding Quick View data to a Form
      7. Business Rules
        1. Understand the significance of Business Rules.
        2. Examine the structure of Business Rules in Crm 2015.
        3. Note the range of Actions available.
        4. Lab : Link a Business Rule and a Field Mapping
        5. Lab : Stretch Yourself' Lab: Create a second Business Rule for Evaluation
      8. View Customization
        1. Understand the component parts of a View.
        2. Distinguish between System and Public Views.
        3. Explore the creation of Personal Views.
        4. Lab : Modify a Quick Find View
        5. Lab : Create a Public View
      9. Chart and Dashboard Customisation
        1. Create and Modify System Charts.
        2. Import and Export Charts as XML.
        3. Expand Dashboard Provision.
        4. Modify System Dashboards.
        5. Lab : Create a Custom Chart
      10. Further Security Features of Crm 2015
        1. Understand how to secure fields.
        2. Investigate Profiles as a means to control access to secured fields.
        3. Explore Access Teams as a sharing mechanism.
        4. Understand the Auditing capabilities of Crm 2015.
        5. Lab : Secure Financial Data
        6. Lab : Establish an Access Team
      11. Business Process Flows
        1. Understand the process of creating and modifying a Process Ribbon.
        2. Explore conditional branching in a Business Process Flow.
        3. Note how stages can be chained together.
        4. Understand the linkages between entities in a Process Flow.
        5. Lab : Branching Process Flows
        6. Lab : Extend the functionality of a Process Flow

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Do you have the right background for 55168: Customization And Configuration In Microsoft Dynamics CRM 2015?

Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.

Bio:

Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
Ginger M.
- Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
- Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
- Project Manager to various MS Dynamics Great Plains implementations.

Bio:

Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touch and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
Lynn D.
- Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
- Professor of Graduate Management and Business School at the University of Phoenix since 2007.
- Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.

Bio:

Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
Ramesh P.
Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Great staff, great instructor, very responsive to needs.

-Laura C.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

overall, good class, and good instructor - great knowledge of many platforms and programs.

-Robert V.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

The courses, teachers, and facilities are all very good.

-Allan S.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

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