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.
DurationThis 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
Target Students
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.
Prerequisite
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.
Course Objectives
After completing this course, students will be able to:
Configure a company’s 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
Infero Training is an independent training provider that uses a practical approach to meet individual, and company needs through professional training and services.
From the first step to the last, you can count on Infero Training to expertly execute your training, whether for your general users or specialists. Infero Training provides a complete package: educational consultation, professional certified trainers, your choice of location, tailored content, comprehensive course materials, hardware, software and networking systems to deliver training.
We offer Business and Technical courses. Our Business courses include training on management and leadership, marketing and project management. Our Technical courses include training on standard Microsoft and Adobe packages.
We also offer specialist courses leading to Microsoft Certified System Engineer and Administrator status, as well as programming courses.
This course will give the more experienced user an appreciation of how to control what other users can see and do as well as how to track changes that are made in the system.
This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps
Microsoft Dynamics CRM : Administration Training Course Managing Users Tips and Tricks Managing the CRM Deployment CRM Utilities that you need to have in your toolbox Error, Warning, and Notification Messages Managing System Jobs Automating System Job Clean-up
Intro to Extending Dynamics CRM Navigation and Commanding Form Event Scripting Extending the UI with Web Resources Using the Organization Service Querying Data with the Organization Service
All our trainers are Microsoft certified in Dynamics 365 applications. Our training sessions are designed to empower users to enhance productivity and collaboration using the tools available in Dynamics 365 applications.
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