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Online Training CourseNemath Hussain| SparkItSolutions

Course DescriptionBrief description of the Course’s

Microsoft Dynamics CRM 2013Microsoft Dynamic CRM Online Fall’13 Module 1: Introduction to Customizing Microsoft Dynamics

CRM 2013LessonsCustomization or Development?Microsoft Dynamics CRM SolutionsIntroduction to Entity Customization

Lab : Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics CRM 2013LessonsIntroduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams

Lab : Configure Security RolesLab : Configure User Access

Microsoft Dynamics CRM 2013Microsoft Dynamic CRM Online Fall’13

Module 3:

Customizing EntitiesLessonsEntity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Lab : Create Custom EntitiesLab : Create a Custom Activity Entity

Module 4:

Customizing FieldsLessonsField Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Lab : Create and Modify a Global Option Set

Microsoft Dynamics CRM 2013Microsoft Dynamic CRM Online Fall’13 Module 5:

Managing RelationshipsLessonsTypes of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Lab : Create New RelationshipsLab : Customize Relationship Mappings

Module 6:

Customizing FormsLessonsForm Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Lab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the Competitor entity.


Configuring Business RulesLessonsConfigure Business Rules

Lab : Create a Business Rule

Module 8:

Customizing ViewsLessonsView Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Lab : Modify a Quick Find ViewLab : Create Custom Views


Customizing Charts and DashboardsLessonsCreate and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Lab : Create a Custom ChartLab : Create a Dashboard

Module 10:

Additional Security OptionsLessonsField SecurityAccess Team TemplatesAuditing Overview

Lab : Configure Field SecurityLab : Create and Configure an Access Team Template


Business Process FlowsLessonsBusiness Process Flows

A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

Staff

Nemath HussianDirector

Mohammed Bin Rasheed

Numair Khan Administrativ

e

Platform EnhancementsMicrosoft Dynamics CRM 2013

Customer-driven Update

Access Teams

Business Rules

Real-time Workflow

Trustworthy Computing Updates

Office 2013 Compatibility

Auto Save

Enable Custom Mobile Applications

Course Schedule and Session’s

Module 1• January 10

Module 2• April 10

Module 3• July 10

Module 4• October 10

Conclusion Microsoft has a powerful vision for CRM. It is defining and delivering a connected and forward-

looking

enterprise — the successful enterprise of the future, an enterprise that connects its employees,

partners and customers to what they need, in the right context, using the device and channel they

prefer — enabling each of our customers to run a Dynamic Business. As Microsoft looks toward the

Microsoft Dynamics CRM 2013 launch, it is committed to delivering on its Dynamic Business vision

with lasting investments across robust applications, great experiences, and platform strength and

flexibility.

It is truly an exciting time to be engaging with Microsoft Dynamics CRM! Microsoft looks forward to

keeping you informed of the innovations and exciting capabilities that Microsoft Dynamics CRM will

deliver for you now and into the future!

Enterprise Collaboration Social in context

Get the information you need from the right people, in the right place at the right time. Using the

Enterprise power of Yammer, your team can quickly comment on posts or start contextual

conversations from within Microsoft Dynamics CRM (on-premises and online) or Yammer. Yammer

extends across your organization bringing all your people into the conversation – including non-licensed CRM users from within Yammer.

Server-side Synchronization Stay productive and up to date no matter where you are or what device you’re

on. With server-side

synchronization, administrators can easily manage the synchronization of email, tasks, appointments

and contacts between on-premises versions of CRM and Exchange.

The following synchronization scenarios will be supported following the General Availability of CRM

2013. They will not be available at launch:

CRM Online and Exchange Online for Email, tasks, appointments and contacts

CRM Online or CRM 2013 (on-premises) and POP3/SMTP2 for Email

Synchronization using the Email Router and Outlook client will continue to be supported.

Communicate with Ease Connect with your colleagues with real-time visibility into their

availability. Within embedded3

presence from Microsoft Lync your people can call, IM or meet with colleagues or customers directly from CRM.

Facilitate simpler collaboration and engagement between employees and customers with embedded communication capabilities. Users can click the Email address to send an Email using their default mail provider or the phone number to make outbound calls using Lync or Skype directly from the CRM web forms4 . When the call is initiated, CRM

creates a Phone Call activity so your people can

quickly and easily capture call notes. Your customers

are now just a click away.

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