Microsoft Dynamics CRM 2013 - Customization and Configuration: Introduction Overview/Description Target Audience Prerequisites Expected Duration Lesson Objectives Course Number Expertise Level Overview/Description
Microsoft Dynamics CRM 2013 integrates with SharePoint for enhanced collaboration and management facilities. This course introduces customization and configuration options in Microsoft Dynamics CRM, and helps you get the most out of SharePoint integration.
Target Audience
Implementation consultants; personnel seeking to attain competency in customizing and configuring Microsoft Dynamics CRM 2013; individuals wanting to become certified in Microsoft Dynamics CRM 2013; a basic understanding of databases may be beneficial
Prerequisites
None
Expected Duration (hours)
2.4
Lesson Objectives Microsoft Dynamics CRM 2013 - Customization and Configuration: Introduction
start the course
manage customizations by grouping them into solutions
export, import, and publish solutions
recognize how to plan, create, and customize entities
add custom fields and entity lookups to entities
create relationships between entities
create a custom activity type
recognize how to create custom connection roles to use when setting up connections
create and manage option sets that can be shared across entities
divide an organization into logical business units
identify the basic principles of security roles
identify how to use security roles and business units to limit user access to records
set up users, add them to teams, apply security roles, and share records
create security roles to limit user access to specific fields
create access team templates to simplify record sharing
use Advanced Find to report on access teams
configure and manage the auditing of data
configure CRM for document management
set up the SharePoint folder structure and configure CRM entities for integration
work with document management on CRM entities
use native SharePoint rich features to enable powerful collaboration
create a global OptionSet for Country and replace the Country used in Address 1 and Address 2 on the Contact entity in Microsoft Dynamics CRM 2013
Course Number: er_dcrc_a01_it_enus
Expertise Level
Intermediate