Customization and Configuration in Microsoft Dynamics CRM 2013

Course Code: 80542

Course Description

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.

Course Outcomes

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 Modules

Lessons: Customization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization

Lessons: Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Lessons: Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Lessons: Configure Business Rules

Lessons: Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lessons: Business Process Flows

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

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

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

Lessons: View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lessons: Field SecurityAccess Team TemplatesAuditing Overview


Students should have a working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended that students have completed Microsoft Dynamics CRM 2011 or 2013 applications training and have a basic understanding of Microsoft SQL Server and relational database functionality.

Next Steps

Customer Service in Microsoft Dynamics 2013 (80545)

Course Labs

Create a Solution and publisher

Create Custom Entities Create a Custom Activity Entity

Create New Relationships Customize Relationship Mappings

Create a Business Rule

Create a Custom Chart Create a Dashboard

Create a Multi-Entity Business Process Flow

Configure Security Roles Configure User Access

Create and Modify a Global Option Set

Modify Form Layout and Add Fields Create a Role-Based Form for the Competitor entity.

Modify a Quick Find View Create Custom Views

Configure Field Security Create and Configure an Access Team Template

Questions about this course?