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Customization and Configuration in Microsoft Dynamics®

  • All levels
  • 18 and older
  • $1,785
  • Earn 17,850 reward points
  • Price Lock Guarantee
  • Online LIVE Training (OLL)
  • 24 hours over 3 sessions
Customization and Configuration in Microsoft Dynamics®
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  • $1,785
  • 24 hours over 3 sessions
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Class Description

Description

What you'll learn in this microsoft dynamics crm training:

Customization and Configuration in Microsoft Dynamics® CRM 2013

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Prerequisites

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

Target Audience

This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

Course Objectives
  • Design and implement strategies for the creation of Business Units and Security Roles 
  • Configure Microsoft Dynamics CRM Users and Teams 
  • Describe the principles of customizing the system 
  • Create and configure fields for both custom and system entities 
  • Create and configure custom entities, including standard and activity entities 
  • Design, create and configure relationships between entities 
  • Create and configure Views, Charts and Forms for both system and custom entities 
  • Implement Field Security and Access Team Templates in Microsoft Dynamics CRM 
  • Design, create and configure Solutions in Microsoft Dynamics CRM 
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

If it becomes necessary to reschedule or cancel a registered class, students must provide advance notice in writing to the Educational Consultant five business days prior to the start of the class. For rescheduling purposes, this action will allow the student to select an alternate class without penalty.

  • If a student withdraws from the institution on or before the first class day, or fails to begin a class, the refund shall equal the sum of all amounts paid or to be paid by or on behalf of the student for the program, less an administrative fee of $100.00.
  • If after a class has begun and before the expiration of 10% of their program for which he or she was charged, a student withdraws, drops out, or otherwise fails to attend classes, the refund shall equal 75% of all amounts paid or to be paid by or on behalf of the student for the program, less a $100 administrative fee per course.
  • If after expiration of 10% of the program for which he or she was charged, and before expiration of 25% of the period, a student withdraws, drops out or otherwise fails to attend classes, the refund shall equal 25% of all amounts paid or to be paid on behalf of the student for the program, less administrative fee of $100 per course. If after expiration of 25% of the program for which he or she was charged, a student withdraws, drops out or otherwise fails to attend classes, the student may be deemed obligated for 100% of the tuition, fees and other charges assessed by the institution.
In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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