Syllabus:
Course Outline
Module 1: Business Units and Security
Roles
This module explains how to create and configure Business
Units in Microsoft Dynamics CRM. It also explains the design principles behind
Security Roles, and how to create and modify new Security Roles.
After
completing this module, students will be able to:
• Identify why an
organizational hierarchy is defined in Microsoft Dynamics CRM
• Identify the differences between the root business unit and all other
business units
• Identify the guidelines that control maintenance of
Business Units
• Create and maintain Business Units in Microsoft
Dynamics CRM
• Identify the guidelines that control maintenance of
business units
• Create and maintain business units in Microsoft
Dynamics CRM
• Identify how privileges, access levels, and Security
Roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy
• Distinguish between entity-based privileges and task-based privileges
• Differentiate between the five types of access levels used within the
Security Roles
• Identify how Microsoft Dynamics CRM uses Security
Roles
• Identify the advantages of using the default Microsoft Dynamics
CRM Security Roles
• Identify the properties of the system's two
default administrative roles
• Define the relationship between roles
and Business Units
• Create new Security Roles
• Create new
Security Roles by copying privileges and access levels from existing Security
Roles
• Identify best practices to follow when configuring Security
Roles
Module 2: Configuring Users and Teams
This module describes how to
create and configure Users and Teams in Microsoft Dynamics CRM. The module
explains the interaction between Active Directory and Users and examines how to
assign Security Roles to both Users and Teams.
After completing this module,
students will be able to:
• Review the characteristics of Microsoft
Dynamics CRM's user management structure
• Create and maintain user
accounts in Microsoft Dynamics CRM
• Identify the differences between
adding a single user and adding multiple users at one time
• Identify
the characteristics associated with each user licensing option
• Create
and maintain teams of users in Microsoft Dynamics CRM
Module 3: Customizing
Microsoft Dynamics CRM Overview
This module describes the customization
architecture of CRM. The principles behind Solutions and their components are
introduced.
After completing this module, students will be able
to:
• Recognize the importance of defining and using an effective
implementation methodology as you develop customizations
• Identify how
the Microsoft Dynamics CRM architecture influences how and where you customize
Microsoft Dynamics CRM
• Recognize the types of customizations that can
be made based on the default Microsoft Dynamics CRM security roles
• Recognize some of the ways that Microsoft Dynamics CRM can be
customized
• Identify which customizations require publishing and the
various ways to publish your customizations
• Understand the use of
Solutions
• Discover how you can re-use customizations by exporting
Solutions made in one deployment and importing them into another
• Create a new Solution
• Identify the components of Solutions
• Identify the differences between Managed and Unmanaged Solutions
• Configure properties of Managed Solution Components
Module 4:
Customizing Fields
This module explains the use of fields in Microsoft
Dynamics CRM. The module describes the concept of data types and formats for
fields; and, how to create them in for system and custom entities.
After
completing this module, students will be able to:
• Review the types of
fields available in the system
• Describe the different Data Types
available
• Describe the different Field Properties
• Create
and edit fields to meet the business needs of your organization
• Examine how to create, configure and delete Option
Sets
Module 5: Customizing Entities
This module describes
the concept of an entity in Microsoft Dynamics CRM. The module explains how to
create new entities and the various configuration options available. It explains
the difference between standard and activity entities and the different
scenarios in which they can be used.
After completing this module, students
will be able to:
• Review the types of entities available in the system
• Configure security settings to control access to and maintenance of
custom entities
• Edit Existing Entities to meet the business needs of
your organization
• Examine how to create, configure, and delete custom
entities
• Configure the properties in a Managed
Solutions
Module 6: Customizing Relationships and
Mappings
This module explains the purpose of entity relationships in
Microsoft Dynamics CRM. The module describes how to create and customize 1:N,
N:1 and N:N relationships and explains the difference between native and manual
N:N relationships.
After completing this module, students will be able
to:
• Identify the various types of supported Relationships that can
link custom entities with other custom entities and with system entities
• Understand how 1:N Relationship rules control how certain actions
taken on a record affect related records
• Create entity relationships
and configure relationship behavior
• Discuss how field mapping
facilitates data entry when new records related to a parent record are
created
Module 7: Customizing Forms, Views and
Charts
This module explains the design, creation and customization
of Views, Charts and Forms. Views design includes the use of filters and columns
lists; and, the idea of system and personal views. The module goes on to explain
how to create charts and how to configure charts for various Microsoft Dynamics
CRM areas. Form design is covered in detail, including the use of web components
on forms, form security and filtered lookups.
After completing this module,
students will be able to:
• Introduce the basic user interface
components that can be customized to meet your organization's business
requirements
• Identify the different ways in which a view can be
customized
• Understand the use of Charts with Views, including
drill-down capabilities
• Examine the method of creating and
configuring Charts for entities
• Identify the features of the form
customization tool
• Investigate the other form objects available
• Identify how to add, maintain and organize fields on a
form
Module 8: Configuring Field Security
This module
explains the concept of field security in Microsoft Dynamics CRM. The module
describes how to create and implement Field Security Profiles and how those
profiles complement the other security mechanisms in Microsoft Dynamics
CRM.
After completing this module, students will be able
to:
• Understand the use of field level security in Microsoft Dynamics
CRM
• Create and maintain Field Security Profiles
• Understand
how field permission work with Field Security Profiles
• Implement
Field Security Profiles by assigning them to Users and Teams
• Examine
how field security interacts with entity and record security
Module
9: Configuring Auditing
This module describes the auditing
architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled
at three levels in Microsoft Dynamics CRM: system, entity and field. The module
describes how to view and interpret auditing data.
After completing this
module, students will be able to:
• Understand the architecture of
auditing
• Examine the use of audit partitions
• Identify the
actions that can be audited
• Identify the different types of entities
that are audited by default
• Understand how to turn on auditing and
select the entity types to be audited
• Set auditing for individual
attributes of auditable entities
• Examine audit logs
• Manage
audit partitions
Module 10: Configuring Solutions
This
module builds on the principles described in module 3 to explain how to create
and configure Solutions. The module describes the difference between managed and
unmanaged Solutions and illustrates the methods used to export and import both
types.
After completing this module, students will be able
to:
• Review the attributes and functions of Solutions
• Identify how to Export and Import unmanaged Solutions
• Examine the effect of importing unmanaged Solutions
• Identify how to Export and Import managed Solutions
• Examine the effect of importing managed Solution