Customization and Configuration in Microsoft Dynamics CRM AX 4.0 (entspricht MOC 8912)

IT-Seminare
In Basel (Schweiz), Berlin, Bern (Schweiz) und an 24 weiteren Standorten

1.355 
zzgl. MwSt.
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Wichtige informationen

Beschreibung

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. The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the system components.
Gerichtet an: 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 Microso...

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Veranstaltungsort(e)

Wo und wann

Beginn Lage
auf Anfrage
Basel
Basel Stadt, Schweiz
auf Anfrage
Berlin
Berlin, Deutschland
auf Anfrage
Bern
Bern, Schweiz
auf Anfrage
Bremen
Bremen, Deutschland
auf Anfrage
Dortmund
Nordrhein-Westfalen, NRW, Deutschland
Alle ansehen (28)

Häufig gestellte Fragen

· Voraussetzungen

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 S...

Themenkreis

Seminarziel

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. The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the system components.

Zielgruppe

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.

Voraussetzungen

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.

Inhalt

Configuring Business Units (1)

  • Business Units Overview


  • Maintaining Business Units


Configuring Security (2)

  • 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


Configuring Users and Teams (3)

  • User Management Overview


  • Adding and Maintaining User Accounts


  • Team Management


Configuring Organizational Settings (4)

  • System Settings


  • Auto Numbering


  • Fiscal Year Settings


  • Multilingual User Interface (MUI)


  • Multi-Currency


Customizing Microsoft Dynamics CRM Overview (5)

  • Customization Methodology


  • Who Can Customize Microsoft Dynamics CRM?


  • Microsoft Dynamics CRM Architecture


  • Types of Customizations


  • Upgrading Customizations


  • Reusing Customizations


  • Publishing Customizations


Customizing Forms and Views (6)

  • 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


Customizing Entities and Attributes (7)

  • Customization Concepts


  • Customizing Attributes


  • Creating a Custom Entity


Customizing Relationships and Mappings ments (8)

  • Supported Entity Relationships


  • Unsupported Entity Relationships


  • One-to-Many Relationship Behavior


  • Creating Entity Relationships


  • Entity Mapping


Renaming Entities and Translating Customizations (9)

  • Renaming a Customizable Entity


  • Translate Customized Labels


Maintaining Organizations through Deployment Manager (10)

  • Creating Multiple Organizations


  • Deployment Manager - Microsoft Administrators


  • Deployment Manager - Organizations


  • Deployment Manager - Servers


  • Deployment Manager - Licenses


Introduction to Advanced Customizations (11)

  • 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


Literatur

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