Retired 31 June 2018. Customization and Configuration in Microsoft Dynamics CRM 2013


This course describes the techniques required to customise Microsoft Dynamics CRM to meet the specialised 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.


After completing this course, students will gain the skills to:

  • design and implement strategies for the creation of Business Units and Security Roles
  • 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 and Access Team Templates in Microsoft Dynamics CRM
  • design, create and configure Solutions in Microsoft Dynamics CRM
  • design, create and configure Business Rules and Business Process Flows to guide users through their work.

On-Site Training

If you need training for three or more people, ask us about training at your site. You can enjoy the convenience of reduced travel cost and time, as well as a familiar environment for your staff. Additionally, we can customise the course for your business needs.

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