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MS80542 - Customization and Configuration in Microsoft Dynamics® CRM 2013 (MS80542)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Duration: 3 Days

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.

Who Should Attend

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.

Course Certifications

This course is part of the following Certifications:


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.

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 

Course Content

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2013


  • Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization 

Lab :

Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013


  • Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams 

Lab :Configure Security Roles

Lab :Configure User Access

Module 3: Customizing Entities


  • Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Lab :Create Custom Entities

Lab :Create a Custom Activity Entity

Module 4: Customizing Fields


  • Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Lab :Create and Modify a Global Option Set

Module 5: Managing Relationships


  • Types of Entity RelationshipsCreate Entity

  • Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Lab :Create New Relationships

Lab :Customize Relationship Mappings

Module 6: Customizing Forms


  • Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Lab :Modify Form Layout and Add Fields

Lab :Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules


  • Configure Business Rules

Lab :Create a Business Rule

Module 8: Customizing Views


  • View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lab :Modify a Quick Find View

Lab :Create Custom Views

Module 9: Customizing Charts and Dashboards


  • Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lab :Create a Custom Chart

Lab :Create a Dashboard

Module 10: Additional Security Options


  • Field SecurityAccess Team TemplatesAuditing Overview

Lab :Configure Field Security

Lab :Create and Configure an Access Team Template

Module 11: Business Process Flows


  • Business Process Flows

Lab :Create a Multi-Entity Business Process Flow

Additional Reading


Course ID: MS80542

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