3 Day Course
Introduction
This three-day instructor-led course provides students with the tools to
configure and customize Microsoft Dynamics CRM 4.0. Configuration topics
include setting up business management functions such as:
•
Business units
•
Users
•
Teams
•
Security privileges and roles
•
System Settings
•
Multilingual User Interface Language Packs
•
Currency Exchange Rates
•
Multiple Organizations
The course also focuses on using the Microsoft Dynamics CRM 4.0
Customization tools to customize the following system components:
•
Forms
•
Views
•
Entities
•
Attributes
•
Relationships
•
Entity Mappings
The following customization topics are outside the scope of this course,
but are introduced here to provide students with insight into potential
advanced customization features:
•
Application Event Programming
•
Client Extensions
•
Workflow
•
SiteMap
•
URL Addressable Forms
•
IFrames
•
SDK
Audience Profile
This course is intended for Microsoft Dynamics CRM Implementation
Consultants and System Administrators and Customizers who will configure the
applications organizational settings and customize the application using its
built-in customization tools. The course is not intended for developers who
customize the application using Web development, JavaScript (JScript), DHTML,
and the Microsoft Dynamics CRM SDK.
At Course Completion
The course completion objectives are:
•
Configure a companys organizational structure
within Microsoft Dynamics CRM
•
Add user accounts
•
Create and maintain security roles
•
Create teams of users
•
Create and configure multiple organizations
within one implementation
•
Configure system settings, currency exchange
rates, and multilingual user interface language packs
•
Import and export customizations
•
Customize forms and views
•
Customize database entities and attributes
•
Customize entity relationships and mappings
•
Identify areas where advanced customization
functionality can be implemented
Prerequisites
Participants in this course must
have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is
recommended, but not required, that students have completed Microsoft Dynamics
CRM 4.0 Applications training. Because this course focuses on customizing
database entities, attributes, relationships, and mappings, it is recommended
that students have a basic understanding of Microsoft SQL Server and relational
database functionality
Course Outline
Module 1: Configuring Business Units
This module explains how to set
up organizational structures by maintaining business units within an
organization.
Lessons
- Business Units Overview
- Maintaining Business Units
Lab : Maintaining Business Units
- Add Business Units
- Reorganize Business Units
- Delete Business Units
After completing this module,
students will be able to:
- Identify why an organizational hierarchy is defined in
Microsoft Dynamics CRM
- Identify the differences between the root business unit and all
other business units
- Identify the guidelines that control maintenance of business units
- Create and maintain business units in Microsoft Dynamics CRM
Module 2: Configuring Security
This module reviews the Microsoft
Dynamics CRM security model, including security roles, privileges, and access
levels. This module examines how to maintain permissions within security roles,
and how security permissions are inherited across business units.
Lessons
- 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
Lab : Copying and Creating Roles
- Creating a Custom Security Role
- Assigning a Role
After completing this module,
students will be able to:
- Identify how privileges, access levels,
and security roles are used by Microsoft Dynamics CRM to ensure data
integrity and privacy
- Distinguish between entity-based
privileges and task-based privileges
- Differentiate between the five types of
access levels used within the security roles
- Identify how Microsoft Dynamics CRM uses
security roles
- Identify the advantages of
using the default Microsoft Dynamics CRM security roles
- Identify the properties of the system's
two default administrative roles
- Define the relationship between roles
and business units
- Create new security roles
- Create new security roles by copying
privileges and access levels from existing security roles
- Identify best practices to follow when
configuring security roles
Module 3: Configuring Users and Teams
This module explains how to
define the users who access Microsoft Dynamics CRM and the teams that share
Microsoft Dynamics CRM data.
Lessons
- User Management Overview
- Adding and Maintaining User Accounts
- Team Management
Lab : Managing User Accounts
- Adding a Single User
- Adding Multiple Users
- Changing a Manager
- Disabling a User Account
Lab : Managing Teams
- Create Teams
- Add Users to a Team
- Share Data with a Team
After completing this module,
students will be able to:
- Review the characteristics of Microsoft Dynamics CRM's user
management structure
- Create and maintain user accounts in Microsoft Dynamics CRM
- Identify the differences between adding a single user and adding
multiple users at one time
- Identify the characteristics associated with each user
licensing option
- Create and maintain teams of users in Microsoft Dynamics CRM
Module 4: Configuring Organizational Settings
This module reviews a variety of
configuration settings that enable each organization to tailor Microsoft
Dynamics CRM to satisfy its business requirements. These settings control the
appearance and functionality of the application; they are defined at the organization
level and apply to all business units in a given implementation.
Lessons
- System Settings
- Auto Numbering
- Fiscal Year Settings
- Multilingual User Interface (MUI)
- Multi-Currency
Lab : Maintaining System Settings
- Configuring System Settings
- Configuring Auto Numbering
Lab : Installing MUI Language Packs
- Installing French and Spanish MUI
Language Packs
- Enabling MUI Language Packs
- Selecting a language for the Web
application
- Installing a Language Pack on the
Microsoft Dynamics CRM for Microsoft Office Outlook
- Selecting a language for the Microsoft
Dynamics CRM for Office Outlook
Lab : Importing Currency Exchange Rates
- Import a Currency Exchange Rate file
- Manually Add a Currency and Exchange
Rate
- Test Default Account Currency
- Test Base Currency
- Change the Users Default Currency
- Test the Users Default Currency
After completing this module,
students will be able to:
- Configure several "one-time" only organization
settings that control various system-wide functionalities
- Identify the impact of each System Setting on end-user functionality
- Identify the impact of the Auto Numbering settings on end-user
functionality
- Identify the impact of the Fiscal Year Settings on Sales Quota
reporting
- Identify how Multilingual User Interface packs let users personalize
their UI experience by displaying Microsoft Dynamics CRM in the language
of their choice
- Examine how multicurrency enables
monetary transactions and attributes to be defined in multiple
currencies
Module 5: Customizing Microsoft Dynamics CRM Overview
This module introduces all of the
application features that can be customized in Microsoft Dynamics CRM and the
different ways in which customizations can be applied. This is an introductory
section that lays the foundation for the hands-on training that follows.
Lessons
- Customization Methodology
- Who Can Customize Microsoft Dynamics
CRM?
- Microsoft Dynamics CRM Architecture
- Types of Customizations
- Upgrading Customizations
- Reusing Customizations
- Publishing Customizations
Lab : Importing and Exporting Customizations
- View the Contact form before importing
customizations
- Import Customizations
- View the Contact form after
customizations
- Export Customizations
After completing this module,
students will be able to:
- Recognize the importance of defining and
using an effective implementation methodology while developing
customizations
- Recognize the types of customizations
that can be made based on the default Microsoft Dynamics CRM security
roles
- Identify how the Microsoft Dynamics CRM
architecture influences how and where users customize Microsoft Dynamics
CRM
- Recognize some of the ways that
Microsoft Dynamics CRM can be customized
- Identify how Microsoft Dynamics CRM's
architecture enables organizations to safely upgrade their customizations
- Identify which customizations require
publishing and the various ways to publish customizations
- Discover how to re-use customizations by
exporting customizations made in one deployment and importing them into
another
Module 6: Customizing Forms and Views
This module examines how to
customize the Microsoft Dynamics CRM user interface using the application's
customization tools. This includes customizations to the forms used to enter
and update data and the views that display lists of records.
Lessons
- Basic UI Customization Capabilities
- Form Customization Overview
- Form Customization Editing Tabs
- Form Customization Editing Sections
- Form Customization Editing Fields
- Preview Your Customizations
- Preview Form Customization
- View Customization Overview
- View Customization
Lab : Form Customization
- Create a Custom Tab
- Update the Details and Administration
Tabs
- Update the Preview form
Lab : View Customization
- Modify an existing view
- Create a new view
- Change an entitys default view
- Modify the Quick Find view
- Modify the Advanced Find view
- Save an Advanced Find query as a Personal view
- Modify an entitys Associated view
After completing this module,
students will be able to:
- Introduce the basic user interface
components that can be customized to meet an organization's business
requirements
- Identify the features of the form
customization tool
- Examine how to organize data on a form
by organizing the data in tabs
- Examine how to organize data within tabs
by using sections
- Identify how to add and maintain fields
on a form
- Examine how to test the appearance and
behavior of a customized form prior to saving the customizations
- Examine how to customize an
entity's Preview form
- Identify the types of views that can be
customized
- Identify the different ways in which
a view can be customized
- Examine what properties can be
customized on a view and how to perform the customizations
Module 7: Customizing Entities and Attributes
This module examines how to
create new entities and attributes through Microsoft Dynamics
CRMs built-in customization tools.
Lessons
- Customization Concepts
- Customizing Attributes
- Creating a Custom Entity
Lab : Creating a Custom Attribute
- Add a Custom Attribute
- Add the Attribute to the Entitys form
- Add the Attribute to the Preview form
- Create a Custom View
- Publish and Test
Lab : Creating a Custom Entity
- Create a Custom Entity
- Create Custom Attributes
- Update Entity Form
- Update Entity View
- Apply Custom Icons
- Update Custom Entity Permissions
After completing this module,
students will be able to:
- Review the types of entities and attributes available in system
- Create and edit attributes to meet an organizations business needs
- Examine how to create, configure, and delete custom entities
- Configure security settings to control access to and maintenance of
custom entities
Module 8: Customizing Relationships and Mappings
This module identifies the
different types of supported relationships in Microsoft Dynamics CRM, as well
as the types of behavior that control how certain actions taken on a record
affect related records. This training also examines entity
mapping.
Lessons
- Supported Entity Relationships
- Unsupported Entity Relationships
- One-to-Many Relationship Behavior
- Creating Entity Relationships
- Entity Mapping
Lab : Create a Manual Many-to-Many Relationship
- Create an Intersect Entity
- Create two Many-to-One Relationships
based on the intersect entity and two related entities
- Add attributes to the intersect entity
- Expose Attributes on the Intersect
Entity form
- Edit the Associated View
- Save and Publish
- Test the functionality
Lab : Create a Native Many-to-Many Relationship
- Update Entity Attribute
- Create a custom view
- Create a Custom Entity
- Create Custom Attributes
- Create a Many-to-Many relationship
- Create a Many-to-One relationship
- Update an entity form
- Update an entity Preview form
Lab : Add a Mapping
- Update Picklist Values
- Add a custom attribute
- Create an Entity Mapping
- Test the mapping
Lab : Case Study
- Create a Department Entity
- Add Department Attributes
- Create Account/Department relationship
- Create Department/Contact relationship
- Create Contact/Department relationship
- Modify the entities
- Create mappings
- Secure the new entity
- Test the functionality
After completing this module,
students will be able to:
- Identify the various types of supported
relationships that can link system and custom entities
- Identify the types of relationships that
are not supported by the system
- Discover how 1:N relationship rules
control how certain actions taken on a record affect related records
- Create entity relationships and
configure relationship behavior
- Discuss how attribute mapping
facilitates data entry when creating new records that are related to a
parent record
Module 9: Renaming Entities and Translating Customizations
This module examines the final
two elements related to customizing entities: renaming a customizable entity,
and in a multilingual deployment, translating customized labels into the
required languages.
Lessons
- Renaming a Customizable Entity
- Translate Customized Labels
Lab : Renaming a Customizable Entity
- Back up the Case configuration
- Rename the Case Entity
- Change the view names
- Change the Case form labels
- Change the Attribute Display names
- Change the messages
- Publish and Export the changes
- Change the online Help
After completing this module,
students will be able to:
- Examine the steps that need to be
performed to rename a customizable entity
- Discover how to translate customized
labels in a multilingual deployment
Module 10: Maintaining Organizations through Deployment Manager
This module examines how
Microsoft Dynamics CRM supports multiple organizations in one
installation. This training also examines the tools that are
available in Microsoft Dynamics CRM's Deployment Manager Utility.
Lessons
- Creating Multiple Organizations
- Deployment Manager - Microsoft
Administrators
- Deployment Manager Organizations
- Deployment Manager Servers
- Deployment Manager Licenses
Lab : Maintaining Multiple Organizations
- Add a new organization
- Add business units to the new
organization
After completing this module,
students will be able to:
- Identify how the multi-tenancy feature
enables users to have more than one organization installed on a single
Microsoft CRM Server
- Discover how the Deployment
Manager's Deployment Administrators tool is used for viewing users with
the Administrator license
- Examine how the Deployment Manager's
Organizations tool is used for maintaining connectivity between the
Microsoft CRM Server(s), the Reporting Server, and the Microsoft CRM
database
- Identify how to use the Deployment
Manager's Server tool to take Microsoft CRM Servers offline and
online
- Use the Deployment Manager's
License tool to maintain server and client licenses
Module 11: Introduction to Advanced Customizations
This module introduces a
variety of advanced customization features that are available with Microsoft
Dynamics CRM. These topics are intended for a developer audience, but the
topics are introduced to expose the participant to available advanced
customization functionality.
Lessons
- 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 Creating Custom Menus,
Buttons, and Navigation Items
- Introduction to ISV.config Integration
Points
- Introduction to SiteMap
- SiteMap structures
- Introduction to SDK Capabilities
- ISV solutions
- No Labs are
included; however, instructor demonstrations are performed for each of
these topics and students can perform the demonstrations along with the
instructor
