Microsoft Dynamics CRM 2013 - Customization and Configuration: Entities

Overview/Description
Target Audience
Prerequisites
Expected Duration
Lesson Objectives
Course Number
Expertise Level

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Overview/Description
Entities are a powerful feature of Dynamics CRM used to model business data. This course helps you to define and manage entities, and helps you to customize visualization of that data. This course also shows you how to model business rules and process flows, and use Dynamics CRM for form creation.

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)
2.1

Lesson Objectives

Microsoft Dynamics CRM 2013 - Customization and Configuration: Entities

start the course

describe options for customizing entities in Dynamics CRM

create a custom entity in Microsoft Dynamics CRM

configure custom properties of an entity in Dynamics CRM

modify the configuration of an entity in Dynamics CRM

create custom views of data on any entity

use Iframes to display external data on CRM records

work with system views in Dynamics CRM

remove a view in Dynamics CRM

apply custom logic to forms through business rules

create guided business processes to ensure consistent results

recognize how a business process flow is used in practice

limit the status changes on a case to a logical flow of successive options

create and customize forms for entities

customize forms using subgrids, field filtering, and quick view forms

add a timer control to a case form

create unique forms for business functions on the same entity

set up quick create forms to speed up data capturing

use the quick view forms feature in Dynamics CRM

manage multiple forms in Dynamics CRM

work with forms for mobile clients in Dynamics CRM

understand how to customize and configure entities in Microsoft Dynamics CRM 2013

Course Number:
er_dcrc_a02_it_enus

Expertise Level
Intermediate