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Microsoft Dynamics CRM 2013 - Customization and Configuration: Introduction

Target Audience
Expected Duration
Lesson Objectives
Course Number

Microsoft Dynamics CRM 2013 integrates with SharePoint for enhanced collaboration and management facilities. This course introduces customization and configuration options in Microsoft Dynamics CRM, and helps you get the most out of SharePoint integration.

Target Audience
Implementation consultants; personnel seeking to attain competency in customizing and configuring Microsoft Dynamics CRM 2013; individuals wanting to become certified in Microsoft Dynamics CRM 2013; a basic understanding of databases may be beneficial


Expected Duration (hours)

Lesson Objectives

Microsoft Dynamics CRM 2013 - Customization and Configuration: Introduction

  • start the course
  • manage customizations by grouping them into solutions
  • export, import, and publish solutions
  • recognize how to plan, create, and customize entities
  • add custom fields and entity lookups to entities
  • create relationships between entities
  • create a custom activity type
  • recognize how to create custom connection roles to use when setting up connections
  • create and manage option sets that can be shared across entities
  • divide an organization into logical business units
  • identify the basic principles of security roles
  • identify how to use security roles and business units to limit user access to records
  • set up users, add them to teams, apply security roles, and share records
  • create security roles to limit user access to specific fields
  • create access team templates to simplify record sharing
  • use Advanced Find to report on access teams
  • configure and manage the auditing of data
  • configure CRM for document management
  • set up the SharePoint folder structure and configure CRM entities for integration
  • work with document management on CRM entities
  • use native SharePoint rich features to enable powerful collaboration
  • create a global OptionSet for Country and replace the Country used in Address 1 and Address 2 on the Contact entity in Microsoft Dynamics CRM 2013
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