Microsoft Dynamics CRM 2013 - Customization and Configuration: Relationships

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

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Overview/Description
At the heart of Dynamics CRM is relationships. Relationships enable you to model complex dynamics simply and easily. This course covers the types of relationships supported by Dynamics CRM, and how to create and work with them. It also covers customizing data fields and working with various data types, and charts and dashboards – powerful ways of visualizing aggregated business data.

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)
1.5

Lesson Objectives

Microsoft Dynamics CRM 2013 - Customization and Configuration: Relationships

start the course

work with different field data types in Dynamics CRM

work with different field display formats in Dynamics CRM

edit the properties of fields in Dynamics CRM

customize a field in Dynamics CRM

work with option sets in Dynamics CRM

configure the status field in Dynamics CRM

delete a field in Dynamics CRM

describe entity relationship types in Dynamics CRM

create an entity relationship in Dynamics CRM

create one-to-many, or 1:N, relationships in Dynamics CRM

create many-to-one, or N:1, relationships in Dynamics CRM

work with connections in Dynamics CRM

work with connection roles in Dynamics CRM

enable users to see data in a meaningful way by applying charts and dashboards to entities

create a chart in Dynamics CRM

modify an existing chart in Dynamics CRM

export a chart in Dynamics CRM

import a chart in Dynamics CRM

create a dashboard in Dynamics CRM

modify an existing dashboard in Dynamics CRM

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

Course Number:
er_dcrc_a03_it_enus

Expertise Level
Intermediate