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Microsoft CRM 2015 Customization and Configuration

  • Overview

    This training will describe the techniques required to customize MS Dynamics CRM to meet the particular needs of businesses. This course will cover: Security Management, customization of entities, customization of views, forms, customization of chart, dashboard, and configuration of business processes.

    Audience : This course is best suited for implementation consultants, technical support, and system administrators.


    Certification Path Map of AX Functional

    Course Objectives

    • Understand business requirements
    • Describe owner teams and sharing
    • Configure entity properties
    • Identify field data types
    • Identify design considerations for charts
    • Differentiate between personal and system charts
    • Export and import charts
    • Describe role-based business processes
    • Configure local and global option sets
    • Identify scenarios where multiple forms are useful
    • Set the default public view, share views
    • Create, configure, and manage dashboards
    • Identify steps to update chart XML
    • Build business process flows, describe steps and stages

    Course Content / Exam(s)

    Schedule for Microsoft CRM  2015 Customization and Configuration
    Course # Course Contents Exam # Exam Regular Track
    80665 Microsoft CRM 2015 Customization and configuration MB2-707 Microsoft CRM Customization and Configuration 4
    Total 4
    • Basics of CRM.
    Recommended Courses and Certification:
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  • Schedule & Prices
    Classes will be conducted from 09:00 am - 05:00 pm at Your Local Time
    Price includes Official Curriculum.
    For any Query or Custom Plan info@koenig-solutions.com +1 877 226 2244
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