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

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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