Microsoft Dynamics CRM 2011 Customization & Configuration

Microsoft Dynamics CRM 2011 Customization & Configuration

Microsoft Dynamics CRM 2011 Customization & Configuration

Course Duration: 10 days (60 hrs)
Course Fees: £1500   

About Us

LSA Training is an institution providing professional education to individuals pursuing career growth in an increasingly sophisticated and competitive world. We aim to promote excellence in education and training in both the academic and corporate world.

Duration: 10 days( 60 Hours )

  • Week day Batches: ( Mon to Fri 10am to 4pm ) 10 Days
  • Weekends Batches: ( Sat & Sun 10am to 4pm ) 5 weekends

Exam: Microsoft Dynamics CRM 2011 Customization and Configuration (MB2-866)

IntroductionCourse OutlineCourse BenefitsHighlights


Microsoft Dynamics CRM is a 10 days course which is a popular choice when you want to automate your daily CRM routines. To help you get the best out of the software, we provide Microsoft Dynamics CRM training courses. Dynamics CRM creates a familiar and personalised experience to achieve rapid user acceptance. As a fully integrated relationship management system, Dynamics CRM adapts to fit each unique requirement with the flexibility and scalability to adapt as priorities and infrastructures change.


  • Before attending this course, students must have:
  • General working knowledge of customer relationship management
  • General understanding of business processes
  • General working knowledge of Microsoft Windows

It is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software.

Course Outline

Configuring Business Units
Configuring Business Units

  • Business Units Overview
  • Maintaining Business Units
  • Maintaining Business Units
Configuring Security
Configuring Security

  • Microsoft Dynamics CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Planning Considerations when Configuring Security
  • Copying and Creating Roles
Configuring Users and Teams
Configuring Users and Teams

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management
  • Managing User Accounts
  • Managing Teams
Configuring Organizational Settings
Configuring Organizational Settings

  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface (MUI)
  • Multi-Currency
  • Maintaining System Settings
  • Installing MUI Language Packs
  • Importing Currency Exchange Rates
Customizing Microsoft Dynamics CRM Overview
Customizing Microsoft Dynamics CRM Overview

  • Customization Methodology
  • Who Can Customize Microsoft Dynamics CRM?
  • Microsoft Dynamics CRM Architecture
  • Types of Customizations
  • Upgrading Customizations
  • Reusing Customizations
  • Publishing Customizations
  • Importing and Exporting Customizations
Customizing Forms and Views
Customizing Forms and Views

  • Basic UI Customization Capabilities
  • Form Customization Overview
  • Form Customization – Editing Tabs
  • Form Customization – Editing Sections
  • Form Customization – Editing Fields
  • Preview Your Customizations
  • Preview Form Customization
  • View Customization Overview
  • View Customization
  • Form Customization
  • View Customization
Customizing Entities and Attributes
Customizing Entities and Attributes

  • Customization Concepts
  • Customizing Attributes
  • Creating a Custom Entity
  • Creating a Custom Attribute
  • Creating a Custom Entity
Customizing Relationships and Mappings
Customizing Relationships and Mappings

  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • One-to-Many Relationship Behaviour
  • Creating Entity Relationships
  • Entity Mapping
  • Create a Manual Many-to-Many Relationship
  • Create a Native Many-to-Many Relationship
  • Add a Mapping
Renaming Entities and Translating Customizations
Renaming Entities and Translating Customizations

  • Renaming a Customizable Entity
  • Translate Customized Labels
  • Renaming a Customizable Entity
Maintaining Organizations through Deployment Manager
Maintaining Organizations through Deployment Manager

  • Creating Multiple Organizations
  • Deployment Manager – Microsoft Administrators
  • Deployment Manager – Organizations
  • Deployment Manager – Servers
  • Deployment Manager – Licenses
  • Maintaining Multiple Organizations
Introduction to Advanced Customizations
Introduction to Advanced Customizations

  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Files Events
  • Configuring Event Detail Properties
  • Introduction to IFrames
  • Introduction to URL Addressable Forms
  • Introduction to Creating Custom Menus, Buttons, and Navigation Items
  • Introduction to ISV.config Integration Points
  • Introduction to SiteMap
  • SiteMap structures
  • Introduction to SDK Capabilities
  • ISV solutions

Course Benefits

  • Learn to configure a company’s organizational structure within Microsoft Dynamics CRM.
  • Learn to add user accounts.
  • Learn to create and maintain security roles.
  • Learn to create teams of users.
  • Learn to create and configure multiple organizations within one implementation.
  • Learn to configure system settings, currency exchange rates, and multilingual user interface language packs.
  • Learn to import and export customizations.
  • Learn to customize forms and views.
  • Learn to customize database entities and attributes.
  • Learn to customize entity relationships and mappings.
  • Learn to identify areas where advanced customization functionality can be implemented.

Also on this course we offer the following

  • Hands on Experience
  • Real Time project work
  • Interview based Training

Training Highlights

  • Instructor Led – Face2Face / Class room training
  • More interaction with student to faculty and student to student.
  • Detailed presentations. Soft copy of Material to refer any time.
  • Practical oriented / Job oriented Training. Practice on Software Tools & Real Time project scenarios.
  • Mock interviews / group discussions / interview related questions.
  • Test Lab is in Cloud Technology – to practice on software tools if needed.
  • We discuss about the real time project domains.
  • The teaching methods / tools / topics we chosen are based on the current competitive job market.

Expected Salary/ Pay Package

  • Expected Salaries are as follows:
  • For Contractors £400 to £500 per day
  • Permanent Positions £50 to £110k per annum all depends on experience and skills set

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