(Retired) Microsoft Dynamics CRM 2011 Customization and Configuration

Note: Course retired in DEC 2015


This course describes the techniques required to customize Microsoft Dynamics CRM to

meet the specialized needs of businesses. The topics covered include Security; creation

and configuration of entities; design of forms views and charts; auditing and Solutions.

The course describes each topic and how each topic relates to the other topics to produce

a full configured, effective solution.


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

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Create and configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security in Microsoft Dynamics CRM
  • Configure and monitor audition on Microsoft Dynamics CRM components
  • Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

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Course Info

  • Code: 80294
  • Duration: 3 days
  • Price: Call for price
  • Rating:
    Good Stuff

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