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CRM1603: Customization and Configuration in Microsoft Dynamics CRM 2016 (80729)


About this course

This Learning course provides students with the tools to customize and configure a Dynamic CRM implementation.  The focus is on the using and understanding how the platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.

This course helps prepare you for exam MB2-712.


Before attending this course, students must have:

  • A working knowledge of how to use Microsoft Dynamics CRM 2016.
  • A basic understanding of Microsoft SQL Server and relational database functionality.
  • Completed Microsoft Dynamics CRM 2016 applications training.

Audience Profile

This course is designed for people who have a working knowledge of how to use Microsoft Dynamics CRM 2016, a basic understanding of Microsoft SQL Server and relational database functionality and understand Microsoft Dynamics CRM 2015 applications.

This course is intended for those people who need to customize and configure Microsoft Dynamics CRM 2016 Applications.

Course Outline

Module 01: Introduction to Customization and Configuring Dynamics CRM

  • CRM Architecture
  • Customization Methodology

Module 02: Manage Microsoft Dynamics CRM Online Subscriptions

  • Configuring CRM
  • Overview of CRM Security
  • User Administration
  • Mailboxes
  • Teams

Module 03: CRM Security Model

  • Purpose of the CCRM Security Model
  • Privileges
  • Access Levels
  • Security Roles
  • Hierarchy Security
  • Hierarchy Types
  • Module review

Module 04: Introduction to solutions

  • Solutions Overview
  • Solution Detail
  • Creating and Working with Solutions
  • Working with Solution Assets
  • Exporting Solutions
  • Importing Solutions

Module 05: Entity and Field Customization

  • Types Entities
  • Entity Ownership
  • Entity Properties
  • System vs Custom Entities
  • Custom Entities and Security Roles
  • Overview of Fields
  • Field Properties

Module 06: Additional Field Customization

  • Module Overview
  • Creating Fields to Meet Client Needs
  • Calculated Fields
  • Rollup Fields
  • CRM Option Sets
  • Alternate Keys
  • Field Level Security
  • State and Status Reason Transitions

Module 07: Configure mobile devices

  • Types of Relationships
  • How and where they are created
  • Many to Many Relationships
  • Hierarchical Data
  • Entity Mapping
  • Connection and Connection Roles

Module 08: Customizing Forms

  • Form types
  • Qualities of a good form
  • Building a Form
  • Specialized Form Components
  • Access Teams and Sub Grids
  • Working with Navigation
  • Additional Form Types
  • Multiple Forms
  • Form customizations and Mobile Clients

Module 09: Business Rules

  • Business Rules
  • Business Rule Scope
  • Trigger Rules
  • Condition and Actions
  • Else Conditions and Actions Occur When Conditions Are True

Module 10:  Views and Visualizations

  • Using Views
  • View Customization
  • System View Types Quick Find
  • Customization Charts
  • Customizing Dashboard
  • Themes

Module 11: Introduction to Processes

  • Module Overview
  • Processes and Automation
  • Workflow Basics

Module 12: Business Process Flows

  • What are CRM Business Process Flows
  • Enabling Business Process Flows
  • Steps Stages and Categories
  • Conditional Branching

Module 13: Bringing it all Together

  • Review of Customization Topics Covered
  • Senario
  • Packaging in a Solution