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MB2-712 – Microsoft Dynamics CRM 2016 Customization and Configuration

Microsoft Dynamics CRM 2016 Customization and configuration course you’ll learn how to customize the Dynamics CRM 2016 system to meet the specific needs of your business.

You’ll start by learning to configure the Dynamics CRM 2016’s settings to help manage your business processes more effectively. You’ll move on to managing and customising entity relationships and field configuration. Plus, you’ll learn to manage business rules, workflows and business process flows. These skills will help you tailor Dynamics CRM 2016 to perform company and team specific actions.


What you’ll learn
  • Be prepared for the MB2-703 Dynamics Exam
  • Design and implement strategies for the creation of Business Units and Security Roles
  • 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 and Access Team Templates in Microsoft Dynamics CRM
  • Design, create and configure Solutions in Microsoft Dynamics CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work

Course Content:

 Module1 Introduction


Module 2 Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings
  • Configure auditing, document management, and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
  • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with multiple security roles; manage access; manage security hierarchy.

Module3:Manage and Implement Microsoft Dynamics CRM Entities, entity relationships and fields.

  • Manage Dynamics CRM entities
  • Manage entity ownership; manage entity properties; understand system and custom entities Configure field customizations
  • Understand and configure fields; configure field properties; use calculated fields; use rollup fields; configure global option sets; create alternate keys; configure field-level security; understand status and status reasons
  • Implement entity relationships
  • Understand relationship types; understand cascading rules; work with hierarchical data; understand and configure entity mapping; create connections and connection roles

Module 4: Create and Manage Microsoft Dynamics CRM Solutions, forms, views and visualizations

  • Create and manage Dynamics CRM solutions
  • Understand solution components; identify solution types; create managed and unmanaged solutions; configure publishers and versions; work with multiple solutions; import and export solutions
  • Customize Dynamics CRM forms
  • Understand the form structure; build a form; use specialized form components; use access teams and sub-grids; work with navigation; understand form types; use multiple forms; implement form customizations and mobile clients
  • Implement Dynamics CRM views and visualizations
  • Understand view types; manage system, public, and personal views; create, modify, and delete views; customize views; customize charts; customize dashboards; use themes

Module 5: Implement Business rules, workflows and business process flows

  • Implement and manage business rules
  • Understand when to use business rules; understand business rule scopes; understand how business rules are triggered; configure business rules, conditions, and actions
  • Implement and manage workflows, dialogs, and custom actions
  • Implement workflows; identify workflow types; implement dialogs and custom actions; identify when to use business process flows, workflow dialogs, and custom actions
  • Implement and manage business process flows
  • Understand business process flows; enable business process flows; work with steps, stages, and categories; work with multiple entities; use conditional branching; implement role-driven business process flows

Who this course is for:

  • IT Professionals or developers who want to be able to customise Microsoft Dynamics CRM.
  • IT Professionals who want to take the official Microsoft MB2-703 Exam

Course Prerequisite:

  • A working knowledge of Dynamics CRM 2011/2013/2015 is advatageous but not required.
  • Basic understanding of MS SQL and relational databases.
  • An internal copy of Dynamics CRM 2013/2015 or Dynamics Online (Trial version will be OK)

Microsoft Certification (Free Practice Exam Dumps)


International Student Fee  1000 USD



Flexible Class Options

  • Week End Classes For Professionals  SAT | SUN
  • Corporate Group Trainings Available
  • Online Classes – Live Virtual Class (L.V.C), Online Training

Related Courses

Microsoft Dynamics 365 Developer Training

Dynamics 365 Fundamentals Course 

Microsoft Dynamics AX12 Basics (End User Course)

Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate

Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

KEY FEATURES

Flexible Classes Schedule

Online Classes for out of city / country students

Unlimited Learning - FREE Workshops

FREE Practice Exam

Internships Available

Free Course Recordings Videos

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