Microsoft Dynamics CRM 2013 – Customization and Configuration: Entities

This course is included in our On-demand training solution.

Overview

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.

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

Prerequisites

None

Expected Duration

120 min.

Course Objectives

Course Introduction

Entity Customization Basics

  • describe options for customizing entities in Dynamics CRM
  • Creating a Custom Entity

  • create a custom entity in Microsoft Dynamics CRM
  • Configuring Custom Entity Properties

  • configure custom properties of an entity in Dynamics CRM
  • Modifying Entity Configuration

  • modify the configuration of an entity in Dynamics CRM
  • Managing and Customizing Views

  • create custom views of data on any entity
  • Iframes

  • use Iframes to display external data on CRM records
  • System Views

  • work with system views in Dynamics CRM
  • Removing Unwanted Views

  • remove a view in Dynamics CRM
  • Configuring Business Rules

  • apply custom logic to forms through business rules
  • Setting up Business Process Flows

  • create guided business processes to ensure consistent results
  • Working with Business Process Flows

  • recognize how a business process flow is used in practice
  • Case Status Transitions

  • limit the status changes on a case to a logical flow of successive options
  • Form Customization Basics

  • create and customize forms for entities
  • More Ways to Customize your Forms

  • customize forms using subgrids, field filtering, and quick view forms
  • Adding a Timer to a Case

  • add a timer control to a case form
  • Role-based Forms

  • create unique forms for business functions on the same entity
  • Quick Create Form

  • set up quick create forms to speed up data capturing
  • Quick View Form

  • use the quick view forms feature in Dynamics CRM
  • Managing Multiple Forms

  • manage multiple forms in Dynamics CRM
  • Forms for Mobile Clients

  • work with forms for mobile clients in Dynamics CRM
  • Exercise: Customizing and configuring entities

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