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Customization and Configuration in Microsoft Dynamics CRM 2013#

1. Introduction to Customizing Microsoft Dynamics CRM 2013
a. Customization or Development?
b. Microsoft Dynamics CRM Solutions
c. Introduction to Entity Customization
2. Building a Security Model in Microsoft Dynamics CRM 2013
a. Introduction to Business Units
b. Overview of Security Roles
c. User Management Overview
d. Team Management Overview Teams and Sharing
e. Manage Security Roles for Users and Teams
3. Customizing Entities
a. Entity Customization Concepts
b. Create a Custom Entity
c. Additional Entity Properties
d. Modifying the Configuration of an Entity
4. Customizing Fields
a. Field Data Types
b. Field Display Formats
c. Field Properties
d. Customize Existing Fields
e. Configure Option Sets
f. Status and Status Reason Fields
g. Delete Fields
5. Managing Relationships
a. Types of Entity Relationships
b. Create Entity Relationships 1:N Relationship Behavior
c. Field Mappings in 1:N Relationships
d. Connections and Connection Roles
6. Customizing Forms
a. Form Customization Overview
b. Create and Modify Forms
c. Quick Create and Quick View Forms
d. Manage Multiple Forms
e. Mobile Clients
7. Configuring Business Rules
a. Configure Business Rules
8. Customizing Views
a. View Customization Concepts
b. System Views
c. Create Custom Views
d. Remove Unwanted Views
9. Customizing Charts and Dashboards
a. Create and Modify Charts
b. Export and Import Charts
c. Create and Modify Dashboards
10. Additional Security Options
a. Field Security
b. Access Team Templates
c. Auditing Overview
11. Business Process Flows
a. Business Process Flows

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