Chapter
1:
Business Units and Security Roles
This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles.Lessons
- Business Units
- Managing Business Units
- Security Features
Labs:
- Maintaining Business Units
- Copying and Creating Roles
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Chapter
2:
Configuring Users and Teams
This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.Lessons
- User Management Overview
- Adding and Maintaining User Accounts
- Team Configuration
Labs:
- Managing User Accounts
- Managing Teams
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Chapter
3:
Customizing Microsoft Dynamics CRM Overview
This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced.Lessons
- Customization Methodology
- Who can Customize Microsoft Dynamics CRM?
- Types of Customizations
- Types of Customizations - Solutions
Lab
- Creating a Solution
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Chapter
4:
Customizing Fields
This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities.Lessons
- Customization Concepts
- Field Data Types
- Field Properties
- Creating Fields
- Creating Option Sets
Lab
- Creating a Custom Field
- Creating and Using a Seperate Option Set
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Chapter
5:
Customizing Entities
This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used. Lessons
- Entity Concepts
- Modifying Custom Entities
Labs:
- Creating custom entities
- Modifying Entities
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Chapter
6:
Customizing Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.Lessons
- Types of Entity Relationships
- Creating Entity Relationships
- Entity Mapping
Labs:
- Create Manual N:N Relationship
- Create a Mapping
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Chapter
7:
Customizing Forms, Views and Charts
This module explains the design, creation and customization of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups.Lessons
- Basic UI Customization Capabilities
- View Customization Overview
- Charts
- Form Customization Overview
- Other Form Objects
- Creating New Forms
Labs:
- View Customization
- Creating Charts
- Form Design
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Chapter
8:
Configuring Field Security
This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.
Lessons
- Field Security Scope
- Field Security and Other Security Methods
Labs:
- Creating and testing a Field Security Profile
- Modify Field Security
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Chapter
9:
Configure Auditing
This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.
Lessons:
- Field Security Scope
- Field Security and Other Security Methods
Labs:
- Configure Auditing
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Chapter
10:
Configuring Solutions
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