Microsoft Dynamics CRM 2013 – Customization and Configuration: Entities

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
127 minutes

Entities are a powerful feature of Dynamics CRM used to model business data. This course helps you to define and manage entities, and helps you to customize visualization of that data. This course also shows you how to model business rules and process flows, and use Dynamics CRM for form creation.


Entity Customization

  • start the course
  • describe options for customizing entities in Dynamics CRM
  • create a custom entity in Microsoft Dynamics CRM
  • configure custom properties of an entity in Dynamics CRM
  • modify the configuration of an entity in Dynamics CRM

Customizing Views

  • create custom views of data on any entity
  • use Iframes to display external data on CRM records
  • work with system views in Dynamics CRM
  • remove a view in Dynamics CRM

Business Rules and Process Flows

  • apply custom logic to forms through business rules
  • create guided business processes to ensure consistent results
  • recognize how a business process flow is used in practice
  • limit the status changes on a case to a logical flow of successive options

Customizing Forms

  • create and customize forms for entities
  • customize forms using subgrids, field filtering, and quick view forms
  • add a timer control to a case form
  • create unique forms for business functions on the same entity
  • set up quick create forms to speed up data capturing
  • use the quick view forms feature in Dynamics CRM
  • manage multiple forms in Dynamics CRM
  • work with forms for mobile clients in Dynamics CRM

Practice: Customizing and configuring entities

  • understand how to customize and configure entities in Microsoft Dynamics CRM 2013





Multi-license discounts available for Annual and Monthly subscriptions.