Auldhouse Anywhere

Auldhouse Anywhere

Our range of Auldhouse Anywhere courses enable you to join live classroom training online – saving you time and money on travel.

Find out More
E-Learning

E-Learning

Discover the benefits of taking a course online at your own pace.

Find out More
Webinars

Webinars

Auldhouse deliver a number of vendor specific webinars. Webinars give you an effective training option with the freedom to attend from virtually anywhere.

Find out More

Customization and Configuration in Microsoft Dynamics CRM 2013

Code:
80542A
Days:
3 Days
Price:
$2,500 excl GST
Code:
80542A
Days:
3 Days
Price:
$2,500 excl GST
Overview:
This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include Security; creation and configuration of entities; design of forms views and charts; auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.
Download Course Outline
Course Outline (PDF)

Objectives:

At Course Completion

  • 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 

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.

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.

Register now for this course

Please take special note of the course prerequisites as it is important that you meet these requirements before attending the course. If you have any questions about dates or locations please dont hesitate to make an enquiry contact us on 0800 835 835.

Wellington

No classes currently scheduled in your location?Enquire about this course

Interested in a private class? Enquire about a private class