Customisation and Configuration in Microsoft Dynamics CRM 2015 (55168A) - Agilis

Customisation and Configuration in Microsoft Dynamics CRM 2015 (55168A)


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. A number of the modules also incorporate a 'Stretch Yourself' lab for more advanced delegates or for those who simply work at a faster rate than other delegates. After each module's lab(s), a set of questions are posed to test delegates' understanding of the material introduced in the module. There is an Examination at the end of this course.


Module 1: Introduction The first module prompts delegates to take control of their development environment through local and system settings. Next, the available Solution types - Unmanaged and Managed - are introduced and their relationship to the Default Solution is explored. Module One ends with the introduction of the rolling scenario, which informs all of the Walkthroughs and Labs in this course, and the companion courses. Lab : Working with an Unmanaged Solution. Module 2: Security Issues The second module focuses on Entity-level security through the deployment of Security Roles. Permissions and Scope are discussed in the context of Users and Owner Teams. Next, a Business Unit structure is built for the rolling scenario. Module Two ends with a discussion of Manager and Position hierarchies. Lab : Modifying Users' Roles to meet changing requirements Lab : Create a Manager Hierarchy Module 3: Customising System and Custom Entities The third module features the ability to customize existing, system entities, as well as the creation of new, custom entities. The module ends with a discussion of Local and Global Option Sets and their relative advantages. Lab : Creating Custom Entities Lab : Extending existing Entities and creating an Activity Entity Module 4: Customising Attributes The fourth module maps Crm 2015 data types to their underlying representatives in the data storage area (Sql Server). Module Four ends with the introduction of a Business Rule and the use of a Calculated Field. Lab : Creating Additional Fields for an Entity Lab : Building a Calculated Field for Budget Aggregation Module 5: Establishing Relationships The fifth module focuses on the formal and informal linkages between Crm 2015 records: one-to-many and many-to-many relationships are discussed and a self-referencing hierarchical relationship between entity records is established. Rollup Fields are introduced. Later in the module, Connections and Connection Roles are used to create 'any-to-any' linkages between records. The module concludes with a discussion of Field Mappings. Lab : Create a 1:N Relationship between Entities Lab : Build a Hierarchical Relationship within an Entity Module 6: Form Customisation The sixth module discusses the layout and structure of an entity's forms, including the formatting of Tabs, Sections and Columns. The Navigation area is customized and a Sub-Grid is used to display related records. Module Six ends with a discussion of Form Sets and their relationship with Security Roles. Lab : Building Quick Create Forms Lab : Adding Quick View data to a Form Module 7: Business Rules The seventh module picks up the discussion of Business Rules, introduced in Module Four. Their significance is explored, as well as their purpose and limitations. Lab : Link a Business Rule and a Field Mapping Lab : Stretch Yourself' Lab: Create a second Business Rule for Evaluation Module 8: View Customisation The eighth module explores the range of view types supported by Crm 2015. In particular, the new multi-entity search supported for browser access. Lab : Modify a Quick Find View Lab : Create a Public View Module 9: Chart and Dashboard Customisation The ninth module considers Charts and Dashboards as effective ways to present Visualizations and highlight any trends, patterns or exceptions in Crm 2015 data. Lab : Create a Custom Chart Module 10: Further Security Features of Crm 2015 The tenth module takes a deeper dive into security issues by exploring Field-level and Record level security, through Field Security Profiles and Access Teams. The module ends with an exploration of Auditing and collating Audit History using Crm 2015. Lab : Secure Financial Data Lab : Establish an Access Team Module 11: Business Process Flows The final module takes delegates through the stages of constructing a multi-step, multiple-stage Business Process Flow which uses conditional logic to branch to one or another stage of a business process. The three, major entities built and extended throughout the three days of the course are linked together into an easy-to-use representation of a particular process, linking custom entities and a custom Activity entity. Lab : Branching Process Flows Lab : Extend the functionality of a Process Flow

Learning Outcomes

On completion of this course you will be able to
  • 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

Participants and Requirements

Those attending this course one must have: - 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.


Microsoft Certificate

Course Duration

3 days