80729: Customization and Configuration in Microsoft Dynamics CRM 2016

80729: Customization and Configuration in Microsoft Dynamics CRM 2016 Course Description

Duration: 3.00 days (21 hours)

This course provides students with the tools to customize and configure a Dynamic CRM implementation. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

This course helps prepare you for exam MB2-712

Next Class Dates

Apr 2, 2018 – Apr 4, 2018
10:00 AM – 5:00 PM ET
519 8th Avenue, 2nd Floor, New York, NY 10018
New York, NY 10018

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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 80729: Customization and Configuration in Microsoft Dynamics CRM 2016 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.

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Course Prerequisites for 80729: Customization and Configuration in Microsoft Dynamics CRM 2016

  • » A working knowledge of how to use Microsoft Dynamics CRM 2016
  • » A basic understanding of Microsoft SQL Server and relational database functionality
  • » Completed Microsoft Dynamics CRM 2016 applications training

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80729: Customization and Configuration in Microsoft Dynamics CRM 2016 Course Objectives

  • » How to successfully configure specific application features such as auto-numbering, data management, and CRM’s collaboration features.
  • » Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
  • » Using CRM’s security model to control access to data, features, and functions.
  • » How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.
  • » Creating and maintaining custom entities, and custom fields based on specific needs.
  • » Working with specialized fields such as calculated and rollup fields.
  • » How to use CRM’s different relationship types to configure how related records work together.
  • » Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.
  • » How to apply Portable Business Logic control how users interact with specific data on forms and entities.
  • » Exploring the different tools available for creating specific views, charts, and dashboards based on specific needs.
  • » Provide an overview of the different processes that are available in Dynamics CRM and when each process type should be used.
  • » How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities.
  • » How to bring all the individual topics covered together and apply them into one completed solution.

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80729: Customization and Configuration in Microsoft Dynamics CRM 2016 Course Outline

      1. Introduction to Customization and Configuring Dynamics CRM
        1. CRM Architecture
        2. Customization Methodology
      2. Manage Microsoft Dynamics CRM Online Subscriptions
        1. Configuring CRM
        2. Overview of CRM Security
        3. User Administration
        4. Mailboxes
        5. Teams
      3. CRM Security Model
        1. Purpose of the CCRM Security Model
        2. Privileges
        3. Access Levels
        4. Security Roles
        5. Hierarchy Security
        6. Hierarchy Types
        7. Module review
      4. Introduction to solutions
        1. Solutions Overview
        2. Solution Detail
        3. Creating and Working with Solutions
        4. Working with Solution Assets
        5. Exporting Solutions
        6. Importing Solutions
      5. Entity and Field Customization
        1. Types Entities
        2. Entity Ownership
        3. Entity Properties
        4. System vs Custom Entities
        5. Custom Entities and Security Roles
        6. Overview of Fields
        7. Field Properties
      6. Additional Field Customization
        1. Module Overview
        2. Creating Fields to Meet Client Needs
        3. Calculated Fields
        4. Rollup Fields
        5. CRM Option Sets
        6. Alternate Keys
        7. Field Level Security
        8. State and Status Reason Transitions
      7. Configure mobile devices
        1. Types of Relationships
        2. How and where they are created
        3. Many to Many Relationships
        4. Hierarchical Data
        5. Entity Mapping
        6. Connection and Connection Roles
      8. Customizing Forms
        1. Form types
        2. Qualities of a good form
        3. Building a Form
        4. Specialized Form Components
        5. Access Teams and Sub Grids
        6. Working with Navigation
        7. Additional Form Types
        8. Multiple Forms
        9. Form customizations and Mobile Clients
      9. Business Rules
        1. Business Rules
        2. Business Rule Scope
        3. Trigger Rules
        4. Condition and Actions
        5. Else Conditions and Actions Occur When Conditions Are True
      10. Views and Visualizations
        1. Using Views
        2. View Customization
        3. System View Types Quick Find
        4. Customization Charts
        5. Customizing Dashboard
        6. Themes
      11. Introduction to Processes
        1. Module Overview
        2. Processes and Automation
        3. Workflow Basics
      12. Business Process Flows
        1. What are CRM Business Process Flows
        2. Enabling Business Process Flows
        3. Steps Stages and Categories
        4. Conditional Branching
      13. Bringing it all Together
        1. Review of Customization Topics Covered
        2. Senario
        3. Packaging in a Solution

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This training prepares students for the following exam(s):

  • » MB2-712 : Microsoft Dynamics CRM 2016 Customization and Configuration

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Next Steps after taking this 80729: Customization and Configuration in Microsoft Dynamics CRM 2016 Course:

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Do you have the right background for 80729: Customization and Configuration in Microsoft Dynamics CRM 2016?

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.


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.
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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