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Customization and Configuration in Microsoft Dynamics CRM 4.0
(25586666) |
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Summary:
This course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. |
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Course Offered By:
New Horizons Computer Learning Centers
2125 N. 120th Street
Omaha, Nebraska 68164
Courses by this Learning Provider |
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 | | Since 1982, New Horizons Computer Learning Centers has grown to become the largest independent IT training company worldwide. |
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Course Cost:
Request Info
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Promotions:
Dice Learning users - take any SQL Server training course from New Horizons and receive a fully-licensed copy of SQL Server 2008 Standard Edition with 1 CAL License—FREE ($850 Value)! See http://www.newhorizons.com/FreeSQL2008.aspx for details.
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Start Date - End Date:
01/13/2010 - 01/15/2010 (More dates) (More dates at this location)
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Start Time - End Time:
8:00 am - 4:00 pm
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Classroom Type:
Physical Classroom
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Geographic Location:
Omaha, Nebraska 68164
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Description:
Working knowledge of how to use Microsoft Dynamics CRM 4.0
Core Vendor Technology: Microsoft
Content Category: MOC |
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Objectives:
Lesson 1: Configuring Business Units
Business Units Overview
Maintaining Business Units
Lesson 2: Configuring Security
Microsoft Dynamics CRM Security Features
Privileges
Access Levels
Security Roles
Security Roles and Business Units
Creating and Copying Security Roles
Planning Considerations when Configuring Security
Lesson 3: Configuring Users and Teams
User Management Overview
Adding and Maintaining User Accounts
Team Management
Lesson 4: Configuring Organizational Settings
System Settings
Auto Numbering
Fiscal Year Settings
Multilingual User Interface (MUI)
Multi-Currency
Lesson 5: Customizing Microsoft Dynamics CRM Overview
Customization Methodology
Who Can Customize Microsoft Dynamics CRM?
Microsoft Dynamics CRM Architecture
Types of Customizations
Upgrading Customizations
Reusing Customizations
Publishing Customizations
Lesson 6: Customizing Forms and Views
Basic UI Customization Capabilities
Form Customization Overview
Form Customization
Lesson 7: Customizing Entities and Attributes
Customization Concepts
Customizing Attributes
Creating a Custom Entity
Lesson 8: Customizing Relationships and Mappings
Supported Entity Relationships
Unsupported Entity Relationships
One-to-Many Relationship Behavior
Creating Entity Relationships
Entity Mapping
Lesson 9: Renaming Entities and Translating Customizations
Renaming a Customizable Entity
Translate Customized Labels
Lesson 10: Maintaining Organizations through Deployment Manager
Creating Multiple Organizations
Deployment Manager - Microsoft Administrators
Deployment Manager
Lesson 11: Introduction to Advanced Customizations
Introduction to Workflow
Introduction to Application Event Programming
Common Uses for Event Programming
Using Form Events
Using Files Events
Configuring Event Detail Properties
Introduction to IFrames
Introduction to URL Addressable Forms
Introduction to
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Applicable Vendor Technologies:
Microsoft
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Associated Disciplines:
Other Information Technology
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