80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training
Customize CRM environments effectively with 80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training from Multisoft Systems covering entities, fields, forms, views, workflows, business rules, security and system configuration. Develop hands-on skills to tailor CRM functionality and align solutions with organizational requirements.
1K+ Reviews
Instructor-Led Training Parameters
Course Highlights
- Instructor-led Online Training
- Project Based Learning
- Certified & Experienced Trainers
- Course Completion Certificate
- Customized Learning Schedule
- Doubt-Clearing Sessions
80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training Course Overview
80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 training aim to impart training on the tools essentials to deal with CRM issues. Moreover, through this customization and configuration In Microsoft dynamics CRM training, the candidates would come to learn about platform tools that are provided can be leveraged to create custom objects, modify the user interface, automate tasks, and other specific customizations.
How to implement the tools to customize and configure a Dynamic CRM implementation
- How to create Business Process Flows that assist in capturing specific data based on a specific business process weather it includes one or Multiple CRM entities.
- How to bring all the individual topics covered together and apply them into one completed solution.
- Working with specialized fields such as calculated and rollup fields.
- How to use CRM’s different relationship types to configure how related records work together.
- Creating and editing customized forms, as well as how to configure specialized components on them such as sub-grids, and quick views.
- Provide guidance on the designing a CRM security model including configuration of Business Units, Security Roles, Users, and Teams.
- Using CRM’s security model to control access to data, features, and functions.
- How to create, package, manage, and deploy specific Dynamics CRM customization through solutions.
- Creating and maintaining custom entities, and custom fields based on specific needs.
Target audience
- Application Consultants
- Developers
- Technology Consultants
- Solution Architect
Prerequisites
The prerequisites for the training:
- A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015.
- It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training.
- Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Instructor-led Training Live Online Classes
Suitable batches for you
| Sep, 2026 | Weekdays | Mon-Fri | Enquire Now |
| Weekend | Sat-Sun | Enquire Now | |
| Oct, 2026 | Weekdays | Mon-Fri | Enquire Now |
| Weekend | Sat-Sun | Enquire Now |
Share details to upskills your team
Enquire for Self-Paced Learning
Share your details and our training advisor will connect with you regarding self-paced learning options.
80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training Course Content
1. Introduction to Customizing and Configuring Dynamics CRM
- Dynamics CRM Overview
- What is Dynamics Customization and Configuration
- Microsoft Dynamics CRM Architecture
- Customization Methodology
2. Configuring Dynamic CRM
- Configuring CRM
- Overview of CRM Security
- User Administration
- Mailboxes
- Teams
3. The CRM Security Model
- Purpose of the CRM Security Model
- Privileges
- Access Levels
- Security Roles
- Hierarchy Security
- Hierarchy Types
4. Introduction to Solutions
- Solutions Overview
- Solution Details
- Creating and Working with Solutions
- Working with Solution Assets
- Exporting Solutions
- Importing Solutions
5. Entity and Field Customization
- Types Entities
- Entity Ownership
- Entity Properties
- Managed Properties
- System vs Custom Entities
- Custom Entities and Security Roles
- Overview of Fields
- Field Properties
6. Additional Field Customizations
- Creating Fields to Meet Client Needs
- Calculated Fields
- Rollup Fields
- CRM Options Sets
- Alternate Keys
- Field Level Security
- State and Status Reason Transitions
7. Relationships
- Types of Relationships
- How and Where They are Created
- Cascading Rules
- Many to Many Relationships
- Hierarchical Data
- Entity Mapping
- Connection and Connection Roles
8. 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
9. Business Rules
- Business Rules
- Business Rule Scope
- Triggering Rules
- Conditions and Actions
- Else Conditions and Actions Occur when conditions are True
10. View and Visualizations
- Using Views
- View Customization
- System View Types Quick Find
- Customizing Charts
- Customizing Dashboards
- Themes
11. Introductions to Processes
- Processes and Automation
- Workflow Basics
- Conditions and Actions
12. Business Process Flows
- What are CRM Business Process Flows
- Enabling Business Process Flows
- Steps Stages and Categories
- Conditional Branching
13. Bringing it all Together
- Review of Customization Topics Covered
- Scenario
- Packaging in a Solution
Request for Enquiry
Explore Course Resources
Strengthen your learning with useful resources designed to help you prepare, practice, and evaluate your understanding.
Dynamics Customization Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
- User-friendly interface for easy navigation
- Secure login and authentication measures to protect data
- Automated scoring and grading to save time
- Time limits and countdown timers to manage duration.
Dynamics Customization Corporate Training
Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.
Global Clients
Customized Training
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Expert
Mentors
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
360º Learning Solution
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Learning Assessment
Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements
Why 80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training for Your Professional Growth
Strengthen your professional capabilities with practical learning, industry-relevant knowledge, and skills applicable to real-world business and technology environments.
Industry-Relevant Skills
Gain knowledge aligned with current industry practices, technologies, processes, and professional requirements.
Practical Learning
Understand concepts through practical scenarios, instructor-led discussions, exercises, and use cases.
Enhanced Professional Capability
Strengthen your ability to work confidently with relevant tools, workflows, platforms, and business processes.
Broader Career Opportunities
Add valuable capabilities to your profile and explore opportunities across relevant roles, projects, and industries.
Adapt to Changing Technologies
Stay familiar with evolving technologies, methodologies, and practices shaping modern enterprise environments.
Professional Recognition
Demonstrate your training achievement with a course completion certificate from Multisoft Systems.
Zoom-in
Certification Training Achievements: Recognizing Professional Expertise
Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :
- Globally recognized certificate
- Course ID & Course Name
- Certificate with Date of Issuance
- Name and Digital Signature of the Awardee
Trending Courses
Why Learners Choose Multisoft Systems
Compare key training features and see how Multisoft Systems focuses on structured learning, practical understanding, and learner support.
Training Features That Matter
Evaluate the learning experience across important areas before selecting a training program.
Instructor-Led Learning
Structured sessions guided by experienced trainers.
Practical Learning
Hands-on exposure that supports concept understanding.
Flexible Learning Options
Learning formats designed around different schedules.
Learner Support
Assistance throughout the training journey.
Learning Resources
Resources that support revision and continued learning.
Training Certificate
Recognition after successful course completion.
Choose Training That Goes Beyond Theory
Multisoft Systems combines guided learning, practical exposure, flexible delivery, learner support, and structured resources to create a more complete training experience.
SAP Hybris Billing Explained: Processes, Skills, and Career Opportunities
Businesses are no longer limited to simple one-time sales. Subscription... Read Article
Powering Smarter Utility Operations with SAP IS Utilities Training
The utilities industry is changing rapidly. Electricity, gas, and water... Read Article
From 3D Models to Better Project Control: A Complete Guide to Synchro 4D & 5D Training
Construction projects are becoming increasingly digital, and professionals are expected... Read Article
A Complete Guide to Synchro 4D Online Training for Construction Professionals
Construction projects are becoming more complex, with multiple teams, schedules,... Read Article80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training Trainer Profile
19+ Years Experienced
Our Dynamics Customization Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
Trained 3950+ Professionals
Our expert trainers have successfully trained 3350+ professionals through structured, real-time training programs designed for industry readiness and career growth.
Certified Experts & Real-Time Project Learning
Build strong practical skills through live project-based training sessions led by certified industry experts with real-world experience.
Hands-on Learning Approach
Gain practical exposure through real-time scenarios, industry case studies, and hands-on assignments that simulate actual project challenges.
Certification Training Guidance
Receive expert support to prepare effectively, practice strategically, and confidently achieve globally recognized certification success.
Customized Training Delivery
Flexible training approach tailored to individual learning goals, skill levels, and evolving industry requirements for maximum effectiveness.
What Attendees are Saying
Our clients love working with us! They appreciate our expertise, excellent communication, and exceptional results. Trustworthy partners for business success.
Share Feedback
Download Curriculum
