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This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include Security; creation & configuration of entities; design of forms views & charts; auditing & Solutions

Course Outline
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.

Audience Profile

This course 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.

At Course Completion
After completing this course, students will be able to:
•Design and implement strategies for the creation of Business Units and Security Roles
•Create and 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 in Microsoft Dynamics CRM
•Configure and monitor audition on Microsoft Dynamics CRM components
•Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

Module 1: Business Units and Security Roles
This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles.

•Business Units
•Managing Business Units
•Security Features

Lab : Maintaining Business Units
Lab : Copying and Creating Roles

After completing this module, students will be able to:
•Identify why an organizational hierarchy is defined in Microsoft Dynamics CRM
•Identify the differences between the root business unit and all other business units
•Identify the guidelines that control maintenance of Business Units
•Create and maintain Business Units in Microsoft Dynamics CRM
•Identify the guidelines that control maintenance of business units
•Create and maintain business units in Microsoft Dynamics CRM
•Identify how privileges, access levels, and Security Roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy
•Distinguish between entity-based privileges and task-based privileges
•Differentiate between the five types of access levels used within the Security Roles
•Identify how Microsoft Dynamics CRM uses Security Roles
•Identify the advantages of using the default Microsoft Dynamics CRM Security Roles
•Identify the properties of the system's two default administrative roles
•Define the relationship between roles and Business Units
•Create new Security Roles
•Create new Security Roles by copying privileges and access levels from existing Security Roles
•Identify best practices to follow when configuring Security Roles

Module 2: Configuring Users and Teams
This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both Users and Teams.

•User Management Overview
•Adding and Maintaining User Accounts
•Team Configuration

Lab : Managing User Accounts
Lab : Managing Teams
After completing this module, students will be able to:
•Review the characteristics of Microsoft Dynamics CRM's user management structure
•Create and maintain user accounts in Microsoft Dynamics CRM
•Identify the differences between adding a single user and adding multiple users at one time
•Identify the characteristics associated with each user licensing option
•Create and maintain teams of users in Microsoft Dynamics CRM

Module 3: Customizing Microsoft Dynamics CRM Overview
This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced.

•Customization Methodology
•Who can Customize Microsoft Dynamics CRM?
•Types of Customizations
•Types of Customizations - Solutions

Lab : Creating a Solution
After completing this module, students will be able to:
•Recognize the importance of defining and using an effective implementation methodology as you develop customizations
•Identify how the Microsoft Dynamics CRM architecture influences how and where you customize Microsoft Dynamics CRM
•Recognize the types of customizations that can be made based on the default Microsoft Dynamics CRM security roles
•Recognize some of the ways that Microsoft Dynamics CRM can be customized
•Identify which customizations require publishing and the various ways to publish your customizations
•Understand the use of Solutions
•Discover how you can re-use customizations by exporting Solutions made in one deployment and importing them into another
•Create a new Solution
•Identify the components of Solutions
•Identify the differences between Managed and Unmanaged Solutions
•Configure properties of Managed Solution Components

Module 4: Customizing Fields
This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities.

•Customization Concepts
•Field Data Types
•Field Properties
•Creating Fields
•Creating Option Sets

Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set
After completing this module, students will be able to:
•Review the types of fields available in the system
•Describe the different Data Types available
•Describe the different Field Properties
•Create and edit fields to meet the business needs of your organization
•Examine how to create, configure and delete Option Sets

Module 5: Customizing Entities
This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used.

•Entity Concepts
•Modifying Custom Entities

Lab : Creating Custom Entities
Lab : Modifying Entities

After completing this module, students will be able to:
•Review the types of entities available in the system
•Configure security settings to control access to and maintenance of custom entities
•Edit Existing Entities to meet the business needs of your organization
•Examine how to create, configure, and delete custom entities
•Configure the properties in a Managed Solutions

Module 6: Customizing Relationships and Mappings
This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships.

•Types of Entity Relationships
•Creating Entity Relationships
•Entity Mapping

Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

After completing this module, students will be able to:
•Identify the various types of supported Relationships that can link custom entities with other custom entities and with system entities
•Understand how 1:N Relationship rules control how certain actions taken on a record affect related records
•Create entity relationships and configure relationship behavior
•Discuss how field mapping facilitates data entry when new records related to a parent record are created

Module 7: Customizing Forms, Views and Charts
This module explains the design, creation and customization of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups.

•Basic UI Customization Capabilities
•View Customization Overview
•Form Customization Overview
•Other Form Objects
•Creating New Forms

Lab : View Customization
Lab : Creating Charts
Lab : Forms Design

After completing this module, students will be able to:

•Introduce the basic user interface components that can be customized to meet your organization's business requirements
•Identify the different ways in which a view can be customized
•Understand the use of Charts with Views, including drill-down capabilities
•Examine the method of creating and configuring Charts for entities
•Identify the features of the form customization tool
•Investigate the other form objects available
•Identify how to add, maintain and organize fields on a form

Module 8: Configuring Field Security
This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM.

•Field Security Scope
•Field Security and Other Security Methods

Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

After completing this module, students will be able to:
•Understand the use of field level security in Microsoft Dynamics CRM
•Create and maintain Field Security Profiles
•Understand how field permission work with Field Security Profiles
•Implement Field Security Profiles by assigning them to Users and Teams
•Examine how field security interacts with entity and record security

Module 9: Configuring Auditing
This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at three levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data.

•Enabling Auditing
•Viewing Audit Data
•Managing Audit Partitions

Lab : Configure Auditing

After completing this module, students will be able to:
•Understand the architecture of auditing
•Examine the use of audit partitions
•Identify the actions that can be audited
•Identify the different types of entities that are audited by default
•Understand how to turn on auditing and select the entity types to be audited
•Set auditing for individual attributes of auditable entities
•Examine audit logs
•Manage audit partitions

Module 10: Configuring Solutions
This module builds on the principles described in module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and import both types.

•Solutions Review
•Exporting and Importing Unmanaged Solutions
•Exporting and Importing Managed Solutions

Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions

After completing this module, students will be able to:
•Review the attributes and functions of Solutions
•Identify how to Export and Import unmanaged Solutions
•Examine the effect of importing unmanaged Solutions
•Identify how to Export and Import managed Solutions
•Examine the effect of importing managed Solutions

Prerequisites & Certificates

Before attending this course, students must have: 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 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.

Certificates offered

Certificate of completion

Cancellation Policy
Students are required to give notice if they are unable to attend their class:

2 weeks (10 full business days) or longer prior to training date = full refund
1 to 2 weeks (5 - 9 full business days) prior to training date = 50% of course fee refund
Less than 1 week (4 full business days or fewer) prior to training date = 0% refund

NOTE: You may substitute classes or students at any time.

Map & Reviews
New Era Technology Training
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Here are some reviews of the training vendor.
Great seminar. Instructor was vey helpful and seemed to satisfy everyone's needs. Looking forward to taking the next level.
Reviewed by 2016
It would have been beneficial for the instructors screen to have the capability of zooming in on parts of the workbook.
Reviewed by 2016
The course was informative but fast flowing. I love the idea of being able to re-attend at no cost.
Reviewed by 2016
When there's a very small (2-3)audience at the training, I believe the instructor should reach out ahead of time to find out if any attendees have specifics they would like to have covered as opposed to an overall general content taught. It was not of great value as it was too general.
Reviewed by 2015
The course was very informative and useful, but the time could have been used better. I could have learned everything taught in an hour and a half, and the rest of the time would have been better used doing exercises to really ingrain the information into my brain.
Reviewed by 2015
Jane is great. She was very enthusiastic, very engaging, and quite knowledgeable.
Reviewed by 2015
Would like to have spent just a little more time on a few extra items, in SharePoint 2013. i.e. the workflows, lookup columns. Jane was great!! I have a had previous learning with Jane and she takes the course and it just comes alive under her guidance. I just do not like going downtown.
Reviewed by 2015
I only wish that this course lasted longer than 2 days. We barely scratched the surface and what we learned only raised more questions. It would be nice if there was a version of the course that lasted 4 days so that we could explore more features and options, more thoroughly.
Reviewed by 2015
Very useful course with appropriate environment.
Reviewed by 2014
Really enjoyed the instructor, she was very knowledgable about SharePoint.
Reviewed by 2014
Great one day training! Very informative!
Reviewed by 2014
I can bearly see the blackboard due to the light.
Reviewed by 2014
With respect to the Training Provider, they offered what seemed to be a very detailed manual; however, the instructor followed his own agenda for teaching. Although I'm certain the same material was covered (plus extras, which are appreciated), by not following the manual, it makes it more difficult for a student to take notes. It would have been easier to add notes to the manual, as needed - than trying to capture subject, background info, and the relevent point I am trying to capture on a loose sheet of paper.
Reviewed by 2014
The course was good,however, the instructor was way too dry. He didn't engage the students very much, except to ask if there were any questions which made it a little boring.
Reviewed by 2013
While the instructor was delightful I did not feel she had a good enough grasp of the program. There were often times when a student may have missed a step and she was unable to intuitively know what they'd missed and so the entire class would have to start from the beginning. Unfortunately this class left me more confused than when I'd walked in, and also left me less confident than I'd been after Level 1.
Reviewed by 2013
As this was a beginner course and I have never used power point, the time given to practice the information provided I felt was not adequate.
Reviewed by 2013
I'm very pleased with all the 'head knowledge' I learned yesterday. Now, I have to put my new skills to good use !
Reviewed by 2013
Julie was GREAT! Very personable and helped everyone when they needed it. I would definitely take another course with her and through this organization.
Reviewed by 2013
Mr. Mike is very knowledgeable about Excel 2010, Level 2, and I learned a lot during the class which I will be able to use on a daily basis at work. The Course contents were exactly as indicated. Looking forward to Level 3 someday !
Reviewed by 2013
It was really hot in the room - I know this is a persistent problem with clients - some like it hot, some like it cold! We didn't get to all the topics - I guess I'd rather have this and really understand the topics we did cover; but I needed chart work which we didn't get to.
Reviewed by 2013
The course was short but our instructor was very good and explained the concepts that was easy to understand. I like the fact that she didn't just give us the course textbook and have us go through it and instead had her own training agenda with the textbook serving as a supplemental item. I didn't have too much experience with SharePoint 2010 and I didn't have any issues keeping up with the course. Would definitely recommend this course for those that are interested in SharePoint Workflow.
Reviewed by 2013
May be more practice should be included. Thanks!
Reviewed by 2013
This course was cancelled 45 minutes before the scheduled start time. To have a survey come out when I didn't even take the course is not very professional.
Reviewed by 2013
The instructor was excellent - I would highly recommend him and hope to get him again as my instructor.
Reviewed by 2013
Would have have liked longer day, hours.
Reviewed by 2013
The instructor, JASON HALL, had a fluent, practical, hands-on and knowledgeable style of involving the partipants directly with the software. This was vastly superior to laboriously going thru the course material linearly page after page. We didn't doze off and he answered questions and immediately dealt with individual issues in working through the residential housing project example. I would take another class from Jason Hall.
Reviewed by 2013
The instructor was not helpful as she just read the book to us and went step by step. I could have just bought the book and did that myself. It needed REAL world relevance
Reviewed by 2013
The overhead screen was difficult to see. The instructor went very fast and did not check to ensure that we were all up to where he was - this caused us to go back several times. More consideration needs to be made to ensure each participant is at the right place, can see the board, and the instructor needs to slow down so he is not continuing to instruct while we are catching up, as several of us missed a few things.
Reviewed by 2013
The instructor wasted lot of time in discussing things that are not required for this training and had less hours to spend on actual matter.
Reviewed by 2012
This was a good course for a Sharepoint introduction. I came out feeling more prepared to tackle our SP project.
Reviewed by 2012
Mike did an awesome job. He was entertaining yet very knowledgeable.
Reviewed by 2012
Very good course well taught, Jason Hall did an excellent job.
Reviewed by 2012
The course was very good, Jason Hall was a excellent instructor and took the extra time to answer all questions and help where extra help was needed. Great Instructor.
Reviewed by 2012
I have to say this was one of the best courses I have attended and the main reason is because of JASON HALL!! I loved his approach to teaching! He was animated and didn't make us read from the book once. LOVED IT. Tara Johnson-Ouellette & Kim Grayson
Reviewed by 2012
I took Communicating Effectively for Optimum Outcomes. Tyler Huggins was a fantastic instructor! He provided a lot of helpful tips, some of which are not included in the course. In addtion, Tyler has given us his contact information to provide us with further help with communicating issues going forward.
Reviewed by 2012
this course could have been cut into half a day with the material we covered. 80% of the day was spent with the instructor talking about his life, and irrelevant things. Although he had a great energy and spirit.... The day was a bit too long. Half day course of basics would have been perfect.
Reviewed by 2012
Instructor was very self-absorbed and spent more time talking about himself than Microsoft Word. We paid a lot of money to take the course and would have benefited from the instructor talking more about Word rather than hearing about his travels, the food he ate, the airbrushing on his daughter's skate board , his clients, how busy and important he is, his hiking plans for the weekend, how his buddy was at his house drinking his scotch, his best friend's battle with colon cancer, his daughter's travel future plans to base camp 2 of Everest, his dogs personalities, his friend in the police force, his upcoming trip to Thailand, and the worst of all....his divorce proceedings. It was such a shame that he knew so much about Word but had a problem actually staying focused and teaching us about it. He had a couple of minutes to complete the material and broke into another story instead, he ran over the 4pm class time frame and never finished going through the material unless people wanted to stay late!
Reviewed by 2012
With all the valuable insights and topics to cover, I feel that this should be a two day course; we only got through half of the course book in the one day. While the rest of the material could be done by self-directed learning, others in my class agreed that they wouldn't have time to learn the rest on their own time. The course description indicated that I would be learning all the material but we simply didn't get that far. The computers, desks, and chairs were certainly not ergonomic. I would encourage the facility to consider this next time they upgrade their equipment & furniture.
Reviewed by 2012
the course seemed to contain quite a bit of project management rather than strictly program operations and fundamentals. could use more hands on with features and abilities of the program
Reviewed by 2012
The class was very rushed. The last few topics we essentially whipped through them but it still provided learning on what I needed to know
Reviewed by 2012
I would have liked to go through the toolbar/ribbon a bit more and learn what each button does.
Reviewed by 2012
The material was presented well. I felt that the pace of the class could have gone faster (but I do have a software developer background so that could be partly the reason). I was hoping to have some time during class, say the last hour or so to work my way through the exercises provided in the binder. I did appreciate the last part on Sharepoint Developer and did like the hands-on approach. Otherwise it was a good course and I felt that it was valuable to me.
Reviewed by 2012
Re: Break Times - could be shorter, especially considering the day/course ended an hour and a half early. For the price and amount of time scheduled for the day, a lot more could be learned/taught/included
Reviewed by 2012
It was hard to see the instructors screen. It was a projector that was turned toward a white board.
Reviewed by 2012
Jason Hall is fantastic and I look forward to taking another course with him. My last experience at New Era was not great; the instructor did not meet our expectations and the computers were not working when we arrived. But Jason made the day fly by and I felt like I learned not only the set curriculum but gained lots of additional presentation skills.
Reviewed by 2012
The instructor in this class was EXCELLENT. I would highly recommend her as she really knew what she was doing and her etaching style was great. AWESOME instuctor.
Reviewed by 2012
The trainer was very knowledgeable and kept the course moving at a great pace. I wish I could take her home with me, so she could help me teach photoshop at the school I work at.
Reviewed by 2012
The course was very helpful and the instructor was very knowledgable and made the effort to make sure all class members were understanding the excersizes and were on the same page. My only complaint is that the computers seemed a little worn out. Throughout the day most students in the class ran into some sort of issue with the computer not working the way it should. And during our practice time closer to the end of the day all the computers started crashing.
Reviewed by 2012
The Instructor was fabulous and is the reason that I truly enjoyed the course.
Reviewed by 2011
Alex was extrememly helpful and knowlegeable.
Reviewed by 2011
The course was excellent, but I felt a little out of my league. The participants in the course were designers and IT people who had used other versions of SharePoint. While I benefited from their questions and comments during the class, I feel "lost" now that I'm back on my own at the office. Perhaps I was in the wrong coarse, but it did say power "user".
Reviewed by 2011
Alex is great!
Reviewed by 2011
Jane is a wonderful teacher! i will gladly take any class she teaches!
Reviewed by 2011
Jane is an excellent teacher! She is very knowledgable and is enthusiastic about the course!
Reviewed by 2011
Very good - presented course material in an engaging way.
Reviewed by 2011
The instructor didn't provide a lot of structure to the class, he just skimmed through the material and didn't go into it very deep. As a result, the class finished up 1.5 h early as well. He tried to add material from PMI (which was missing from the course materials) but this sometimes just made things more confusing. The PMI material should really be in the course material to start with. Otherwise, the instructor was helpful, knowledgeable and had a good demeanor.
Reviewed by 2011
It was informative
Reviewed by 2011
Very good course with a very knowledgeable instructor. Class was at full occupancy and I felt that the class size was too large.
Reviewed by 2011
There were only 4 students so it went fast and we finished early. Personally I would have liked to spend more time practicing. Perhaps some reference to the book and if there were any practice exercises in there that we could use to gain more experience with Visio.
Reviewed by 2011
The course started 40 minutes late because they did not have the correct computers set up for the program. It's like they were not even expecting us. I found it very disorganized. For the price I paid for this course, I expected a more professional presentation.
Reviewed by 2011
Instructor was very soft spoken did not have all the answres but did get answers later in the class.
Reviewed by 2011

This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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