80542: Customization and Configuration in Microsoft Dynamics CRM 2013

80542: Customization and Configuration in Microsoft Dynamics CRM 2013 Course Description

Duration: 3.00 days (24 hours)

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.

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Next Class Dates

Feb 21, 2018 – Feb 23, 2018
9:00 AM – 5:00 PM PT
Apr 4, 2018 – Apr 6, 2018
9:00 AM – 5:00 PM CT
Jun 6, 2018 – Jun 8, 2018
9:00 AM – 5:00 PM PT
Aug 1, 2018 – Aug 3, 2018
9:00 AM – 5:00 PM CT

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Intended Audience for this 80542: Customization and Configuration in Microsoft Dynamics CRM 2013 Course

  • » 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.

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80542: Customization and Configuration in Microsoft Dynamics CRM 2013 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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80542: Customization and Configuration in Microsoft Dynamics CRM 2013 Course Outline

      1. Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013
        1. Customization or Development?
        2. Microsoft Dynamics CRM Solutions
        3. Introduction to Entity Customization
        4. Lab : Create a Solution and publisher
      2. Module 2: Building a Security Model in Microsoft Dynamics CRM 2013
        1. Introduction to Business Units
        2. Overview of Security Roles
        3. User Management Overview
        4. Team Management Overview Teams and Sharing
        5. Manage Security Roles for Users and Teams
        6. Lab : Configure Security Roles
        7. Lab : Configure User Access
      3. Module 3: Customizing Entities
        1. Entity Customization Concepts
        2. Create a Custom Entity
        3. Additional Entity Properties
        4. Modifying the Configuration of an Entity
        5. Lab : Create Custom Entities
        6. Lab : Create a Custom Activity Entity
      4. Module 4: Customizing Fields
        1. Field Data Types
        2. Field Display Formats
        3. Field Properties
        4. Customize Existing Fields
        5. Configure Option Sets
        6. Status and Status Reason Fields
        7. Delete Fields
        8. Lab : Create and Modify a Global Option Set
      5. Module 5: Managing Relationships
        1. Types of Entity Relationships
        2. Create Entity Relationships
        3. 1:N Relationship Behavior
        4. Field Mappings in 1:N Relationships
        5. Connections and Connection Roles
        6. Lab : Create New Relationships
        7. Lab : Customize Relationship Mappings
      6. Module 6: Customizing Forms
        1. Form Customization Overview
        2. Create and Modify Forms
        3. Quick Create and Quick View Forms
        4. Manage Multiple Forms
        5. Mobile Clients
        6. Lab : Modify Form Layout and Add Fields
        7. Lab : Create a Role-Based Form for the Competitor entity.
      7. Module 7: Configuring Business Rules
        1. Configure Business Rules
        2. Lab : Create a Business Rule
      8. Module 8: Customizing Views
        1. View Customization Concepts
        2. System Views
        3. Create Custom Views
        4. Remove Unwanted Views
        5. Lab : Modify a Quick Find View
        6. Lab : Create Custom Views
      9. Module 9: Customizing Charts and Dashboards
        1. Create and Modify Charts
        2. Export and Import Charts
        3. Create and Modify Dashboards
        4. Lab : Create a Custom Chart
        5. Lab : Create a Dashboard
      10. Module 10: Additional Security Options
        1. Field Security
        2. Access Team Templates
        3. Auditing Overview
        4. Lab : Configure Field Security
        5. Lab : Create and Configure an Access Team Template
      11. Module 11: Business Process Flows
        1. Business Process Flows
        2. Lab : Create a Multi-Entity Business Process Flow

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Do you have the right background for 80542: Customization and Configuration in Microsoft Dynamics CRM 2013?

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

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.
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.


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.


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.


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.

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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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Assurance Training Vouchers

As a Microsoft Gold Learning Solutions Partner, NetCom Learning proudly accepts Microsoft Software Assurance Training Vouchers. You can attend Microsoft training at NetCom Learning for free, by redeeming your Microsoft vouchers.

Call 1-(888)-563-8266 for more information.

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