• Be prepared for the MB2-703 Dynamics Exam
• Design and implement strategies for the creation of Business Units and Security Roles
• 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 and Access Team Templates in Microsoft Dynamics CRM
• Design, create and configure Solutions in Microsoft Dynamics CRM
• Design, create and configure Business Rules and Business Process Flows to guide users through their work

Course Content:

 Module1 Introduction

Module 2 Configure Microsoft Dynamics CRM

• Configure Dynamics CRM settings
• Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
• Manage Dynamics CRM security
• Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy.

Module3:Manage and Implement Microsoft Dynamics CRM Entities, entity relationships and fields.

• Manage Dynamics CRM entities
• Manage entity ownership; manage entity properties; understand system and custom entities Configure field customizations
• Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
• Implement entity relationships
• Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Module 4: Create and Manage Microsoft Dynamics CRM Solutions, forms, views and visualizations

• Create and manage Dynamics CRM solutions
• Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
• Customize Dynamics CRM forms
• Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
• Implement Dynamics CRM views and visualizations
• Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes

Module 5: Implement Business rules, workflows and business process flows

• Implement and manage business rules
• Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
• Implement and manage workflows, dialogs, and custom actions
• Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
• Implement and manage business process flows
• Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

Who this course is for:

• IT Professionals or developers who want to be able to customise Microsoft Dynamics CRM.
• IT Professionals who want to take the official Microsoft MB2-703 Exam

Course Prerequisite:

• A working knowledge of Dynamics CRM 2011/2013/2015 is advatageous but not required.
• Basic understanding of MS SQL and relational databases.
• An internal copy of Dynamics CRM 2013/2015 or Dynamics Online (Trial version will be OK)

Microsoft Certification (Free Practice Exam Dumps)

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International Student Fee  1000 USD

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