• Overview
• Outline
• Schedule

About This Course

This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as:

• Business units
• Users
• Teams
• Security privileges and roles
• System Settings
• Multilingual User Interface Language Packs
• Currency Exchange Rates
• Multiple Organizations

The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components:

• Forms
• Views
• Entities
• Attributes
• Relationships
• Entity Mappings

The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features:

• Application Event Programming
• Client Extensions
• Workflow
• SiteMap
• URL Addressable Forms
• IFrames
• SDK

Audience Profile

This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application

Prerequites

Participants in this course must have a working knowledge of how to use Microsoft Dynamics CRM 4.0. It is recommended, but not required, that students have completed Microsoft Dynamics CRM 4.0 Applications training. Because this course focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that students have a basic understanding of Microsoft SQL Server and relational database functionality.

At Course Completion

The course completion objectives are:

• Configure a company