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  >>> Dynamics CRM 订制配置开班介绍
课程周期: 18小时 培训费用: 9000 元
使用教材: 送培训讲义,教学光盘 教材费用: 包含教材费
学员收益: 熟练应用
咨询电话: 021-64472947、13122257700  64470100   
  >>> Dynamics CRM 订制配置最近开班
编 号 上课地点 学习时段 开课时间 在线报名


现在报名预约此课程

  >>>  Dynamics CRM 订制配置详细介绍


Microsoft Dynamics CRM 2011 Customization and Configuration培训

课程周期:18小时 
培训费用:9000 元
使用教材:培训讲义
教材费用:送培训讲义,教学光盘
咨询电话:13122257700、64472947

一、 培训介绍
    1、18小时、培训费9000
    2、附送培训讲义,培训光盘

二、 课程简介
Overview:
    The student will learn techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. Topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions.

Who Should Attend:
    This course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

At Course Completion:
    After completing this course, students will be able to:
    Design and implement strategies for the creation of Business Units and Security Roles
    Create and 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 in Microsoft Dynamics CRM
    Configure and monitor audition on Microsoft Dynamics CRM components
    Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

Prerequisite Comments:
    A working knowledge of how to use Microsoft Dynamics CRM 2011 is recommended but not required. Microsoft SQL basic knowledge is also recommended.

Outline:
Lesson 1: Business Units and Security Roles
    Business Units
    Managing Business Units
    Security Features
    Lab : Maintaining Business Units

Lesson 2: Configuring Users and Teams
    User Management Overview
    Adding and Maintaining User Accounts
    Team Configuration
    Lab : Managing User Accounts
    Lab : Managing Teams

Lesson 3: Customizing Microsoft Dynamics CRM Overview
    Customization Methodology
    Who can Customize Microsoft Dynamics CRM?
    Types of Customizations
    Types of Customizations--Solutions
    Lab : Creating a Solution

Lesson 4: Customizing Fields
    Customization Concepts
    Field Data Types
    Field Properties
    Creating Fields
    Creating Option Sets
    Lab : Creating a Custom Field
    Lab : Creating and Using a Separate Option Set

Lesson 5: Customizing Entities
    Entity Concepts
    Modifying Custom Entities
    Lab : Creating Custom Entities
    Lab : Modifying Entities

Lesson 6: Customizing Relationships and Mappings
    Types of Entity Relationships
    Creating Entity Relationships
    Entity Mapping
    Lab : Create a Manual N:N Relationship
    Lab : Create a Mapping

Lesson 7: Customizing Forms, Views and Charts
    Basic UI Customization Capabilities
    View Customization Overview
    Charts
    Form Customization Overview
    Other Form Objects
    Creating New Forms
    Lab : View Customization
    Lab : Creating Charts
    Lab : Forms Design

Lesson 8: Configuring Field Security
    Field Security Scope
    Field Security and Other Security Methods
    Lab : Creating and Testing a Field Security Profile
    Lab : Modify Field Security

Lesson 9: Configuring Auditing
    Enabling Auditing
    Viewing Audit Data
    Managing Audit Partitions
    Lab : Configure Auditing

Lesson 10: Configuring Solutions
    Solutions Review
    Exporting and Importing Unmanaged Solutions
    Exporting and Importing Managed Solutions
    Lab : Unmanaged Solutions
    Lab : Exporting and Importing Managed Solutions

三、 企业团体定制介绍
   1、可提供团体定制培训,为企业量身定做。
   2、咨询热线:13122257700、021-64472947
   3、电子邮件:training@vip.163.com

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