Providing Technology Training and Mentoring For Modern Technology Adoption
This 3 day Instructor Led Training courses is intended for those IT Professionals and IT Developers who are interested in Customising and Configuring Microsoft Dynamics CRM 2015 Applications.
This course, uses structured Walkthroughs throughout each module to put into practice what has just been introduced by the trainer. There's also a Lab at the end of each module with 'high-level' requirements as well as detailed, step-by-step instructions.
A number of the modules also incorporate a 'Stretch Yourself' lab for more advanced delegates or for those who simply work at a faster rate than other delegates.
After each module's lab(s), a set of questions are posed to test delegates' understanding of the material introduced in the module.
After completing this course, students will be able to:
This course is designed for people who have a working knowledge of how to use Microsoft Dynamics CRM 2015, a basic understanding of Microsoft SQL Server and relational database functionality and understand Microsoft Dynamics CRM 2015 applications.
The course is intended for those people who need to customize and configure Microsoft Dynamics CRM 2015 Applications.
Before attending this course, students must have:
The first module prompts delegates to take control of their development environment through local and system settings. Next, the available Solution types - Unmanaged and Managed - are introduced and their relationship to the Default Solution is explored. Module One ends with the introduction of the rolling scenario, which informs all of the Walkthroughs and Labs in this course, and the companion courses.
Lab : Working with an Unmanaged Solution.Lab : Stretch Yourself' Lab: Working with a Managed Solution
After completing this module, students will be able to:
The second module focuses on Entity-level security through the deployment of Security Roles. Permissions and Scope are discussed in the context of Users and Owner Teams. Next, a Business Unit structure is built for the rolling scenario. Module Two ends with a discussion of Manager and Position hierarchies.
Lab : Modifying Users' Roles to meet changing requirementsLab : Create a Manager Hierarchy
The third module features the ability to customize existing, system entities, as well as the creation of new, custom entities. The module ends with a discussion of Local and Global Option Sets and their relative advantages.
Lab : Creating Custom EntitiesLab : Extending existing Entities and creating an Activity Entity
The fourth module maps Crm 2015 data types to their underlying representatives in the data storage area (Sql Server). Module Four ends with the introduction of a Business Rule and the use of a Calculated Field.
Lab : Creating Additional Fields for an EntityLab : Building a Calculated Field for Budget Aggregation
The fifth module focuses on the formal and informal linkages between Crm 2015 records: one-to-many and many-to-many relationships are discussed and a self-referencing hierarchical relationship between entity records is established. Rollup Fields are introduced. Later in the module, Connections and Connection Roles are used to create 'any-to-any' linkages between records. The module concludes with a discussion of Field Mappings.
Lab : Create a 1:N Relationship between EntitiesLab : Build a Hierarchical Relationship within an Entity
The sixth module discusses the layout and structure of an entity's forms, including the formatting of Tabs, Sections and Columns. The Navigation area is customized and a Sub-Grid is used to display related records. Module Six ends with a discussion of Form Sets and their relationship with Security Roles.
Lab : Building Quick Create FormsLab : Adding Quick View data to a Form
The seventh module picks up the discussion of Business Rules, introduced in Module Four. Their significance is explored, as well as their purpose and limitations.
Lab : Link a Business Rule and a Field MappingLab : Stretch Yourself' Lab: Create a second Business Rule for Evaluation
The eighth module explores the range of view types supported by Crm 2015. In particular, the new multi-entity search supported for browser access.
Lab : Modify a Quick Find ViewLab : Create a Public View
The ninth module considers Charts and Dashboards as effective ways to present Visualizations and highlight any trends, patterns or exceptions in Crm 2015 data.
Lab : Create a Custom Chart
The tenth module takes a deeper dive into security issues by exploring Field-level and Record level security, through Field Security Profiles and Access Teams. The module ends with an exploration of Auditing and collating Audit History using Crm 2015.
Lab : Secure Financial DataLab : Establish an Access Team
The final module takes delegates through the stages of constructing a multi-step, multiple-stage Business Process Flow which uses conditional logic to branch to one or another stage of a business process. The three, major entities built and extended throughout the three days of the course are linked together into an easy-to-use representation of a particular process, linking custom entities and a custom Activity entity.
Lab : Branching Process FlowsLab : Extend the functionality of a Process Flow