80729AE: Customization and Configuration in Microsoft Dynamics CRM 2016 Training

• 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.

• Application Consultants
• Developers
• Technology Consultants
• Solution Architect      

• 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

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