MOC80729 Customization And Configuration In Microsoft

MODULE 1: INTRODUCTION.
Enable system-wide changes to the Crm 2016 environment.
Understand the role of Solutions in Crm 2016.
Establish a Publisher to track the source of changes in a CRM
installation.
Understand the purpose of the Rolling Scenario.
MOC80729
MODULE 2: SECURITY ISSUES
Customization
And
Configuration
In Microsoft
Dynamics
CRM 2016
Understand the purpose of Business Units.
Examine and understand the purpose of Security Roles.
Understand Manager and Position Hierarchies.
MODULE 3: CUSTOMISING SYSTEM AND CUSTOM
ENTITIES
Note the Entity types available to Crm 2016
Distinguish custom Entities from Activities
Understand Entity Configuration.
Consider the consequences of deleting an Entity
MODULE 4: CUSTOMISING ATTRIBUTES
Review the available Data Types.
Create and modify a range of Crm 2016 data types.
Distinguish between Local and Global Option Sets.
Understand the use of Calculated Fields.
MODULE 5: ESTABLISHING RELATIONSHIPS
Understand the different types of Relationships.
Choose the appropriate Relationship Behaviour.
Create and use Connections/Connection Roles.
Set-up Data Mappings.
MODULE 6: FORM CUSTOMISATION
Understand the structure of Entity Forms.
Deploy Quick Create Forms.
Embed Quick View Forms.
MODULE 7: BUSINESS RULES
Understand the significance of Business Rules.
Pagina 1
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Examine the structure of Business Rules in Crm 2016.
Note the range of Actions available.
Module 8: View Customization
Understand the component parts of a View.
Distinguish between System and Public Views.
Explore the creation of Personal Views.
Module 9: Chart and Dashboard Customisation
MOC80729
Customization
And
Configuration
In Microsoft
Dynamics
CRM 2016
Create and Modify System Charts.
Import and Export Charts as XML.
Expand Dashboard Provision.
Modify System Dashboards.
Module 10: Further Security Features of Crm 2016
Understand how to secure fields.
Investigate Profiles as a means to control access to secured
fields.
Explore Access Teams as a sharing mechanism.
Understand the Auditing capabilities of Crm 2016.
Module 11: Business Process Flows
Understand the process of creating and modifying a Process
Ribbon.
Explore conditional branching in a Business Process Flow.
Note how stages can be chained together.
Understand the linkages between entities in a Process Flow.
Sono previste esercitazioni pratiche su tutti gli
argomenti trattati.
Pagina 2
Eduteam s.r.l – Via Privata A. Soffredini 39 20126 Milano – Tel. 0236576780-1-2-3 | Fax. 0236576784
www.eduteam.it – [email protected] - C.F. Part. IVA R.I Milano 04399510967 - Cap. soc. € 50.000 I.V.