Microsoft 365 - Dynamics CRM Developer 2013

Undervisningsplan

80542: Customization and Configuration in Microsoft Dynamics CRM 2013

Introduction to Customizing Microsoft Dynamics CRM 2013

• Customization or Development? Microsoft Dynamics CRM Solutions Introduction to Entity Customization

Building a Security Model in Microsoft Dynamics CRM 2013Lessons

• Introduction to Business Units
• Overview of Security Roles
• User Management Overview
• Team Management Overview
• Teams and Sharing
• Manage Security Roles for Users and Teams

Customizing EntitiesLessons

• Entity Customization Concepts
• Create a Custom Entity
• Additional Entity Properties
• Modifying the Configuration of an Entity

Customizing FieldsLessons

• Field Data Types
• Field Display Formats
• Field Properties
• Customize Existing Fields
• Configure Option Sets
• Status and Status Reason Fields
• Delete Fields

Managing RelationshipsLessons

• Types of Entity Relationships
• Create Entity Relationships
• 1:N Relationship Behavior
• Field Mappings in 1:N Relationships
• Connections and Connection Roles

Customizing FormsLessons

• Form Customization Overview
• Create and Modify Forms
• Quick Create and Quick View Forms
• Manage Multiple Forms
• Mobile Clients

Configuring Business RulesLessons

• Configure Business Rules

Customizing ViewsLessons

• View Customization Concepts
• System Views
• Create Custom Views
• Remove Unwanted Views

Customizing Charts and DashboardsLessons

• Create and Modify Charts
• Export and Import Charts
• Create and Modify Dashboards

Additional Security OptionsLessons

• Field Security
• Access Team Templates
• Auditing Overview

Business Process FlowsLessons

• Business Process Flows

Extending Microsoft Dynamics CRM 2013

This part of the course provides you with the knowledge and skills to develop extensions for Microsoft Dynamics CRM. The course focuses on extension methods documented in the Microsoft Dynamics CRM Software Development Kit (SDK).

Topics covered in this course include:

• Module 01: Overview
• Module 02: Common Platform Operations
• Module 03: Querying Data and Executing Operations
• Module 04: Implementing Business Processes
• Module 05: Plug-ins
• Module 06: Application Event Programming
• Module 07: Extending CRM 2013
• Module 08: Web Resources