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Dynamics CRM 2013 Customization and Configuration
This document provides an overview of customizing and configuring Microsoft Dynamics CRM, including customizing entities and attributes, relationships, views and charts, solutions, duplicate detection, auditing, importing and exporting data, security settings for business units, roles, users, and teams, and configuring workflows, actions, business process flows, and dialogues. It includes several hands-on labs to reinforce the topics covered.
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Dynamics CRM 2013 Customization and Configuration
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- 2. Entity Model Introductionto Solutions Types of Entities Customizing Existing Entities Lab Creating Entities and Attributes Customizing Forms Quick Create Form and QuickView Form (new to CRM 2013) Lab
- 3. Relationships 1-N Relationshipand N-1 Relationship N-N Relationship Relationship Behavior Mappings
- 4. Views and Charts CustomizingViews Quick FindView Lab Charts and Dashboards Lab
- 5. Solutions Managed Unmanaged Difference Exporting and Importing Solutions Lab
- 6. Duplicate Detection Duplicate DetectionSettings Jobs Lab
- 7. Auditing EnablingAuditing AuditingUser Access Lab
- 8. Data Importing data Exporting data
- 9. Security Business Units Security Roles Users andTeams AccessTeams (new to CRM 2013) Field Security Form level Security Lab
- 10. Processes Workflows Actions(new to CRM 2013) Business Process Flow (new to CRM 2013) Dialogues Labs