Microsoft Dynamics CRM 2013 – Customization and Configuration: Relationships

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
92 minutes

At the heart of Dynamics CRM is relationships. Relationships enable you to model complex dynamics simply and easily. This course covers the types of relationships supported by Dynamics CRM, and how to create and work with them. It also covers customizing data fields and working with various data types, and charts and dashboards – powerful ways of visualizing aggregated business data.


Customizing Fields

  • start the course
  • work with different field data types in Dynamics CRM
  • work with different field display formats in Dynamics CRM
  • edit the properties of fields in Dynamics CRM
  • customize a field in Dynamics CRM
  • work with option sets in Dynamics CRM
  • configure the status field in Dynamics CRM
  • delete a field in Dynamics CRM

Managing Relationships

  • describe entity relationship types in Dynamics CRM
  • create an entity relationship in Dynamics CRM
  • create one-to-many, or 1:N, relationships in Dynamics CRM
  • create many-to-one, or N:1, relationships in Dynamics CRM
  • work with connections in Dynamics CRM
  • work with connection roles in Dynamics CRM

Customizing Charts and Dashboards

  • enable users to see data in a meaningful way by applying charts and dashboards to entities
  • create a chart in Dynamics CRM
  • modify an existing chart in Dynamics CRM
  • export a chart in Dynamics CRM
  • import a chart in Dynamics CRM
  • create a dashboard in Dynamics CRM
  • modify an existing dashboard in Dynamics CRM

Practice: Customizing Relationships in Dynamic CRM

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





Multi-license discounts available for Annual and Monthly subscriptions.