CRM Technical


microsoft-dynamics-crm

Topic 1: Introduction to Customizing Microsoft Dynamics CRM 2015

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

Topic 2: Building a Security Model in Microsoft Dynamics CRM 2015

Introduction to Business Units
Overview of Security Roles User Management
Overview Team Management
Overview Teams and Sharing
Manage Security Roles for Users and Teams

Topic 3: Customizing Entities

Entity Customization Concepts
Create a Custom Entity
Additional Entity Properties
Modifying the Configuration of an Entity

Topic 4: Customizing Fields

Field Data Types
Field Display Formats
Field Properties
Customize Existing Field
sConfigure Option Sets
Status and Status Reason Fields
Delete Fields

Topic 5: Managing Relationships

Types of Entity Relationships
Create Entity Relationships
1:N Relationship Behavior
Field Mappings in 1:N Relationships
Connections and Connection Roles

Topic 6: Customizing Forms

Form Customization Overview
Create and Modify Forms
Quick Create and Quick View Forms
Manage Multiple Forms
Mobile Clients

Topic 7: Configuring Business Rules

Configure Business Rules

Topic 8: Customizing Views

View Customization Concepts
System Views
Create Custom Views
Remove Unwanted Views

Topic 9: Customizing Charts and Dashboards

Create and Modify Charts
Export and Import Charts
Create and Modify Dashboards

Topic 10: Additional Security Options

Field Security
Access Team Templates
Auditing Overview

Topic 11: Business Process Flows

Business Process Flows

 

ADVANCED TECHNICAL ADVANCED

Topic 1: System Requirement and Required Technologies

Microsoft Dynamics CRM Offerings
On-Premises Licensing Model
Online Licensing Model
Supporting Technologies
Microsoft Dynamics CRM Server
Accessing Microsoft Dynamics CRM
Microsoft Dynamics CRM for Office Outlook
Managing Emails
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Planning Overview

Topic 2: Install Microsoft Dynamics CRM Server

Microsoft Dynamics CRM Server Requirements
Microsoft SQL Server Requirements
Active Directory Requirements
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Supported Server Topologies
Install Microsoft Dynamics CRM Server
Installation Troubleshooting
Post-Installation Tasks
Install Microsoft Dynamics CRM Using the Command Line
Deploy Microsoft Dynamics CRM Online

Topic 3: Install Microsoft Dynamics CRM Reporting Extensions

Microsoft Dynamics CRM Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Requirements for Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Report Authoring Extension
Install Microsoft Dynamics CRM Reporting Extensions

Topic 4: Manage Microsoft Dynamics CRM with the Deployment Manager

Deployment Manager
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Manage Servers
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Redeploy Microsoft Dynamics CRM
Import Organizations
Administer the Deployment Using Windows PowerShell

Topic 5: Upgrade to Microsoft Dynamics CRM 2015

Upgrade Considerations
Base and Extension Table Merge
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
Perform a Migration Using the Same Instance of SQL Server
Perform a Migration Using a New Instance of SQL Server
Upgrade the Microsoft Dynamics CRM 2011 Email Router
Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
Upgrade Microsoft Dynamics CRM 2011 for Outlook

Topic 6: Email Management

Email Processing
Email Tracking and Correlation
Mailbox Monitoring
Synchronization Methods
Email Address Approval
Overview of the Email Router
Install the Email Router and Rule Deployment Wizard
Configure the Email Router
Set Up a Forward Mailbox for the Email Router
Deploy Inbox Rules
Install the Email Router on Multiple Computers
Troubleshooting
Overview of Server-Side Synchronization
Configure Server-Side Synchronization
Set Up a Forward Mailbox for Server-Side Synchronization
Migrate Email Router Settings
Email Integration Service Role
Test Email Configuration
Synchronize Appointments, Contacts, and Tasks

Topic 7: Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview
Installation Requirements
Deployment Methods
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User Email Settings
Install Microsoft Dynamics CRM for Outlook Using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability

Topic 8: Configure an Internet-Facing Deployment

Overview of Claims-Based Authentication
Requirements for Configuring an Internet-Facing Deployment
Certificates
Install Active Directory Federation Services
Configure AD FS
Configure Claims-Based Authentication
Configure an IFD

Topic 9: Maintain and Troubleshoot a Deployment

Service Accounts
Manage System Jobs
Delete Records
Disaster Recovery
Manage SQL Databases
Troubleshooting
Configure Tracing
Update Microsoft Dynamics CRM
Manage Data Encryption
Best Practices Analyzer (BPA)
Marketplace

Topic 10: High-Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
Other SQL Server High-Availability Solutions
High-Availability Options for Other Supporting Components