MOC 80729 Customization and Configuration in Microsoft Dynamics CRM

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2016

• Customization or Development?Microsoft Dynamics CRM Solutions Introduction to Entity Customization

Module 2: Building a Security Model in Microsoft Dynamics CRM 2016

• Introduction to Business UnitsOverview of Security RolesUser Management OverviewTeam Management Overview Teams and SharingManage Security Roles for Users and Teams

Configure User AccessModule 3: Customizing Entities

• Entity Customization ConceptsCreate a Custom EntityAdditional Entity PropertiesModifying the Configuration of an Entity

Module 4: Customizing Fields

• Field Data TypesField Display FormatsField PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason FieldsDelete Fields

Module 5: Managing Relationships

• Types of Entity RelationshipsCreate Entity Relationships1:N Relationship BehaviorField Mappings in 1:N RelationshipsConnections and Connection Roles

Module 6: Customizing Forms

• Form Customization OverviewCreate and Modify FormsQuick Create and Quick View FormsManage Multiple FormsMobile Clients

Module 7: Configuring Business Rules

• Configure Business Rules

Module 8: Customizing Views

• View Customization ConceptsSystem ViewsCreate Custom ViewsRemove Unwanted Views

Module 9: Charts and DashboardCustomizing s

• Create and Modify ChartsExport and Import ChartsCreate and Modify Dashboards

Module 10: Additional Security Options

• Field SecurityAccess Team TemplatesAuditing Overview

Module 11: Business Process Flows

• Business Process Flows