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Customization and Configuration in Microsoft Dynamics CRM 2016 Course

Customization and Configuration in Microsoft Dynamics CRM 2016 Training Course


Course Description:

Training Dates
(Click on the course name below to view course details and full list of class dates)

Customization and Configuration in Microsoft Dynamics CRM 2016
Locations: Available Nationwide and Online
Class Date(s): 5/14/19 - 5/16/19
Course Fee : $1795


Customization and Configuration in Microsoft Dynamics CRM 2016
Locations: Available Nationwide and Online
Class Date(s): 7/17/19 - 7/19/19
Course Fee : $1795


Customization and Configuration in Microsoft Dynamics CRM 2016
Locations: Available Nationwide and Online
Class Date(s): 9/25/19 - 9/27/19
Course Fee : $1795


Customization and Configuration in Microsoft Dynamics CRM 2016
Locations: Available Nationwide and Online
Class Date(s): 11/12/19 - 11/14/19
Course Fee : $1795


Course Syllabus

Section 1: Introduction to Customization and Configuring Dynamics CRM
Talent and Course Introduction
Section Overview
CRM Overview
What is Dynamics Customization and Configuration?
CRM Architecture
Customization Methodology
Section review
Obtaining a Dynamics CRM Trial

Section 2: Manage Microsoft Dynamics CRM Online Subscriptions
Section Overview
Configuring CRM
Overview of CRM Security
User Administration
Mailboxes
Teams
Section Review
Section Practice
Section : Configuring Dynamics CRM
Practice .: Configure Business Units, Users, and Teams

Section 3: CRM Security Model
Section Overview
Purpose of the CCRM Security Model
Privileges
Access Levels
Security Roles
Hierarchy Security
Hierarchy Types
Section review
Section PracticeS
Practice .: Configure Dynamics CRM Security
TEST YOUR KNOWLEDGE Section

Section 4: Introduction to solutions
Section Overview
Solutions Overview
Solution Detail
Creating and Working with Solutions
Working with Solution Assets
Exporting Solutions
Importing Solutions
Section review

Section 5: Entity and Field Customization
Section Overview
Types Entities
Entity Ownership
Entity Properties
System vs Custom Entities
Custom Entities and Security Roles
Overview of Fields
Field Properties
Section review

Section 6: Additional Field Customization
Section Overview
Creating Fields to Meet Client Needs
Calculated Fields
Rollup Fields
CRM Option Sets
Alternate Keys
Field Level Security
State and Status Reason Transitions
Section Review
Section Practice

Section 7: Configure mobile devices
Section Overview
Types of Relationships
How and where they are created
Many to Many Relationships
Hierarchical Data
Entity Mapping
Connection and Connection Roles
Section Review
Section Practice
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

Section 8: Customizing Forms
Section 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
Section Review
Section Practice
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

Section 9: Business Rules
Section Overview
Business Rules
Business Rule Scope
Trigger Rules
Condition and Actions
Else Conditions and Actions Occur When Conditions Are True
Section review
Section Practice
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

Section 10: Views and Visualizations
Section Overview
Using Views
View Customization
System View Types Quick Find
Customization Charts
Customizing Dashboard
Themes
Section Review

Section 11: Introduction to Processes
Section Overview
Processes and Automation
Workflow Basics
Section review

Section 12: Business Process Flows
What are CRM Business Process Flows
Enabling Business Process Flows
Steps Stages and Categories
Conditional Branching
Section Review

Section 13: Bringing it all Together
Section Overview
Review of Customization Topics Covered
Senario
Packaging in a Solution
Section review
Course Review

Available Locations

Alabama
Birmingham
Birmingham South
Huntsville
Mobile
Montgomery

Arizona
Mesa
Phoenix
Scottsdale
Tucson

Arkansas
Bentonville
Fayetteville
Little Rock
Little Rock west

California
Bakersfield
El Segundo
Elk Grove
Fresno
Glendale
Irvine
Los Angeles
Los Angeles West
Mission Valley
Orange
Palo Alto
Petaluma
Pleasanton
Redwood City
Riverside
Sacramento
San Diego
San Diego downtown
San Francisco
San Jose
Walnut Creek
Woodland Hills

Colorado
Boulder
Centennial
Colorado Springs
Denver
Fort Collins
Grand Junction
Lakewood
Loveland

Connecticut
Cheshire
Danbury
East Granby
Hartford
Rocky Hill
Shelton
Stamford

Delaware
Wilmington DE

Florida
Boca Raton
Brandon
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Lake Mary
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Melbourne
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Miami Doral
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Orlando Downtown
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Palm Beach Gardens
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Sarasota
St Petersburg
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Tampa
Vero Beach

Georgia
Alpharetta
Atlanta Buckhead
Augusta
Columbus GA
Duluth
Kennesaw
Macon
Savannah

Idaho
Boise
Meridian

Illinois
Chicago
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Naperville
Northbrook
Oakbrook Terrace
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Indiana
Carmel
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Indianapolis downtown
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Boston
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Springfield MA
Westborough
Woburn
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Michigan
Ann Arbor
Franklin MI
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Kalamazoo
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Traverse City
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Minnesota
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Minneapolis
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Rochester MN
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Mississippi
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New York
Albany
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Melville
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New York City - Grand Central Station
New York City - Lower Manhattan
New York City - Penn Station
Poughkeepsie
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Houston North
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Alexandria
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Washington DC
Washington DC - Union Station

West Virginia
Martinsburg

Wisconsin
Brookfield
Glendale WI
Green Bay
Madison
Madison east
Milwaukee

Wyoming
Casper
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Online Self-Paced Training Value Package Only $149

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