Microsoft Dynamics CRM 2011 Customization and Configuration培训

课程周期：18小时  
使用教材：培训讲义 
教材费用：送培训讲义，教学光盘 

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。