Microsoft Dynamics CRM 2011 Customization and Configuration培训
课程周期：18小时
使用教材：培训讲义
教材费用：送培训讲义，教学光盘
二、 课程简介
Overview:
The student will learn techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. Topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions.
Who Should Attend:
This course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.
At Course Completion:
After completing this course, students 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
Prerequisite Comments:
A working knowledge of how to use Microsoft Dynamics CRM 2011 is recommended but not required. Microsoft SQL basic knowledge is also recommended.
Outline:
Lesson 1: Business Units and Security Roles
Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lesson 2: Configuring Users and Teams
User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams
Lesson 3: Customizing Microsoft Dynamics CRM Overview
Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations--Solutions
Lab : Creating a Solution
Lesson 4: Customizing Fields
Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set
Lesson 5: Customizing Entities
Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities
Lesson 6: Customizing Relationships and Mappings
Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping
Lesson 7: Customizing Forms, Views and Charts
Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design
Lesson 8: Configuring Field Security
Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security
Lesson 9: Configuring Auditing
Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing
Lesson 10: Configuring Solutions
Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions
三、 企业团体定制介绍
1、可提供团体定制培训，为企业量身定做。
