Customization and Configuration in Microsoft Dynamics CRM 4.0

Introduction

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.

Pre-Requisites

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.

Outcomes

At the completion of this course, participants will be able to:

• Configure a company’s organizational structure within Microsoft Dynamics CRM
• Add user accounts
• Create and maintain security roles
• Create and configure multiple organizations within one implementation
• Configure system settings, currency exchange rates, and multilingual user interface language packs
• Customize entity relationships and mappings
• Identify areas where advanced customization functionality can be implemented

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