MB2-712 – Microsoft Dynamics CRM 2016 Customization and Configuration

Microsoft Dynamics CRM 2016 Customization and configuration course you’ll learn how to customize the Dynamics CRM 2016 system to meet the specific needs of your business.

You’ll start by learning to configure the Dynamics CRM 2016’s settings to help manage your business processes more effectively. You’ll move on to managing and customising entity relationships and field configuration. Plus, you’ll learn to manage business rules, workflows and business process flows. These skills will help you tailor Dynamics CRM 2016 to perform company and team specific actions.

What you’ll learn

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)

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