Customization & Configuration CRM 4.0 (MS8912)

3 dagen

MS8912

MB2-631

Configuring business units.
 
Configuring security:
Privileges, access levels and security roles, supported security configurations.
 
Configuring users and teams:
Adding and maintaining user accounts, team management.

Configuring organizational settings:
System settings and auto numbering, fiscal year settings and multi-currency, multilingual user interface (MUI). 
 
Customizing Microsoft Dynamics CRM:
Creating and publishing customizations, reusing customizations. 
 
Customizing forms and views:
Basic user interface customizations, form customizations: tabs, sections, fields, view customizations.

Customizing entities and attributes:
Customizing attributes, creating a custom entity.

Customizing relationships and mappings:
Supported entity relationships, one-to-many relationship behavior, creating entity relationships, entity mapping.
 
Renaming entities and translation customized labels.  
 
Maintaining organizations through deployment manager:
creating multiple organizations, working with the CRM deployment manager. 

Introduction to advanced customizations:
Application event programming, client extensions, workflow, sitemap and sitemap structures, URL addressable forms, Iframes.