By the end of the course student will be able to: Configure 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 When you pass this exam, you earn credit toward the following certifications: • Microsoft Certified Business Management Solutions Specialist • Microsoft Certified Business Management Solutions Professional – Applications for Microsoft Dynamics CRM 4.0 • Microsoft Certified Business Management Solutions Professional – Installation and Deployment for Microsoft Dynamics CRM 4.0 • Microsoft Certified Business Management Solutions Professional – Developer for Microsoft Dynamics CRM 4.0

This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application’s 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.

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

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.

Module 1: Configuring Business Units
Lessons
Business Units Overview
Maintaining Business Units

Module 2: Configuring Security
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

Module 3: Configuring Users and Teams
Lessons
User Management Overview
Adding and Maintaining User Accounts
Team Management

Module 4: Configuring Organizational Settings
Lessons
System Settings
Auto Numbering
Fiscal Year Settings
Multilingual User Interface (MUI)
Multi-Currency

Module 5: Customizing Microsoft Dynamics CRM Overview
Lessons
Customization Methodology
Who Can Customize Microsoft Dynamics CRM?
Microsoft Dynamics CRM Architecture
Types of Customizations
Upgrading Customizations
Reusing Customizations
Publishing Customizations

Module 6: Customizing Forms and Views
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
Module 7: Customizing Entities and Attributes
Lessons
Customization Concepts
Customizing Attributes
Creating a Custom Entity

Module 8: Customizing Relationships and Mappings
Lessons
Supported Entity Relationships
Unsupported Entity Relationships
One-to-Many Relationship Behavior
Creating Entity Relationships
Entity Mapping

Module 9: Renaming Entities and Translating Customizations
Lessons
Renaming a Customizable Entity
Translate Customized Labels

Module 10: Maintaining Organizations through Deployment Manager
Lessons
Creating Multiple Organizations
Deployment Manager - Microsoft Administrators
Deployment Manager – Organizations
Deployment Manager – Servers
Deployment Manager
Licenses

Module 11: Introduction to Advanced Customizations
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

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