$500 – $550

Microsoft Dynamics (365) CRM Customization and Configuration Training in Fo...

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Entirety Technologies

Fort Lauderdale, FL 33312

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Refunds up to 1 day before event

Event description


This is a REMOTE/VIRTUAL Instructor Led LIVE Online Training course. Video Conference and online meeting software link (GoToMeeting) will be sent upon registration and payment. All sessions are recorded and recordings provided to students after each session.

There will be LIVE 24 hours of Instructor led Online training spread across 4 weeks taught by an instructor who is certified in Dynamics CRM Customization and configuration exam: MB-712.

This course will teach you everything you need to know regarding customizing and configuring the Dynamics CRM system which meets the requirements of a Dynamics CRM Project implementation for a company.

You will learn about the tools and techniques used to customize and configure Dynamics CRM online and on-premise editions.

Weekly Class Schedule

This class will be held on weekday evenings from 6:30-8:30 pm US Pacific time (PST) each day on Monday, Tuesday, Wednesday of every week beginning March 25 and ending on April 17, 2019.

See at the bottom for Detailed Weekly/Daily Course Schedule with option to check your local date and time if you are in a different time zone.

Course Outline

1. Introduction to Customizing and Configuring Microsoft Dynamics CRM

  • Course Introduction
  • Module Overview
  • CRM Overview
  • What is Dynamics CRM Customization and Configuration?
  • CRM Architecture
  • Customization Methodology
  • Module review
  • Obtaining a Dynamics CRM Trial

2. Manage Microsoft Dynamics CRM Online Subscriptions

  • Module Overview
  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams
  • Module Review
  • Configuring Dynamics CRM
  • Configure Business Units, Users, and Teams

3. Dynamics CRM Security Model

  • Module Overview
  • Purpose of the CCRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types
  • Module review
  • Configure Dynamics CRM Security

4. Introduction to Solutions

  • Module Overview
  • Solutions Overview
  • Solution Detail
  • Creating and Working with Solutions
  • Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions
  • Module review

5. Entity and Customizations

  • Module Overview
  • Types Entities
  • Entity Ownership
  • Entity Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Overview of Fields
  • Field Properties
  • Module review

6. Additional Field Customizations

  • Module Overview
  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • CRM Option Sets
  • Alternate Keys
  • Field Level Security
  • State and Status Reason Transitions
  • Module Review

7. Configure Mobile Devices

  • Module Overview
  • Types of Relationships
  • How and where they are created
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Connection and Connection Roles
  • Module Review
  • Configure entities for mobile apps
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the default solution
  • Hide the fax field in CRM for Phones
  • Add the city field to CRM for Phones Express
  • Make the account entity read-only
  • Publish changes
  • Test the change to CRM for Phones Express
  • Test the changes to CRM for Phones and CRM for Tablets

8. Customizing Forms

  • Module Overview
  • Form types
  • Qualities of a good form
  • Building a Form
  • Specialized Form Components
  • Access Teams and Sub Grids
  • Working with Navigation
  • Additional Form Types
  • Multiple Forms
  • Form customizations and Mobile Clients
  • Module Review
  • Set default synchronization method
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the Email tab on System Settings
  • Change the default synchronization methods
  • Apply the defaults to existing mailboxes
  • Review approval settings
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to the default solution
  • Review the approval settings

9. Business Rules

  • Module Overview
  • Business Rules
  • Business Rule Scope
  • Trigger Rules
  • Condition and Actions
  • Else Conditions and Actions Occur When Conditions Are True
  • Module review
  • Configure forward mailbox record
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to mailboxes
  • Create the forward mailbox record
  • Review alerts
  • Scenario
  • Connect to the CRM Online instance
  • Navigate to a mailbox record and review alerts
  • Reject the email address
  • Approve the email address
  • Review alerts in the Sales area

10. Views and Visualizations

  • Module Overview
  • Using Views
  • View Customization
  • System View Types Quick Find
  • Customization Charts
  • Customizing Dashboard
  • Themes
  • Module Review

11. Introduction to Processes

  • Module Overview
  • Processes and Automation
  • Workflow Basics
  • Module review

12. Business Process Flows

  • What are CRM Business Process Flows
  • Enabling Business Process Flows
  • Steps Stages and Categories
  • Conditional Branching
  • Module Review

13. Bringing it all together

  • Module Overview
  • Review of Customization Topics Covered
  • Senario
  • Packaging in a Solution
  • Module review
  • Course Review

Detailed Weekly/Daily Course Schedule

This course is attended by students from across all time zones in US, Canada and countries around the world including UK, many European and Asian Countries as well as Australia. Please check your Local Date and time for the first session and subsequent sessions as well.

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Entirety Technologies

Fort Lauderdale, FL 33312

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Refund Policy

Refunds up to 1 day before event

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