MOC80729 Customization And Configuration In Microsoft
Transcript
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 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. 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.