Customization and Configuration in Microsoft Dynamics CRM 4.0 (8912) Exam #MB2 - 631
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
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
For more Information about the course outline
and contents please CLICK HERE
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.
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:
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.
Our Partners
