COURSE 8912:
CUSTOMIZATION AND CONFIGURATION IN
MICROSOFT DYNAMICS CRM™ 4.0
Microsoft Official Training Materials for Microsoft Dynamics ™
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December 2007
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Microsoft Official Training Materials for Microsoft Dynamics ™
Your use of this content is subject to your current services agreement
Table of Contents
Page i
Introduction to Customization and Configuration in Microsoft
Dynamics CRM 4.0 0-1
E-Learning..........................................................................................................0-1
Instructor-Led Training .......................................................................................0-2
Training Materials...............................................................................................0-2
Certifications.......................................................................................................0-2
Certification Exam Preparation Guides ..............................................................0-3
Learning Plans ...................................................................................................0-4
Elements of Training Materials for Microsoft Dynamics .....................................0-4
About This Training Material...............................................................................0-6
Student Objectives .............................................................................................0-8
Chapter 1: Creating Your Organizational Structure 1-1
Objectives...........................................................................................................1-1
Introduction.........................................................................................................1-1
Business Units....................................................................................................1-2
Managing Business Units...................................................................................1-4
Lab 1.1 - Maintaining Business Units .................................................................1-9
Summary ..........................................................................................................1-13
Chapter 2: Configuring Security 2-1
Objectives...........................................................................................................2-1
Introduction.........................................................................................................2-1
Microsoft Dynamics CRM Security Features......................................................2-2
Privileges............................................................................................................2-4
Access Levels ....................................................................................................2-6
Security Roles ..................................................................................................2-12
Security Roles and Business Units...................................................................2-18
Creating and Copying Security Roles ..............................................................2-22
Demonstration - Creating and Copying Security Roles ....................................2-26
Lab 2.1 - Copying and Creating Roles .............................................................2-29
Planning Considerations when Configuring Security........................................2-34
Summary ..........................................................................................................2-36
Test Your Knowledge .......................................................................................2-37
Quick Interaction: Lessons Learned.................................................................2-40
Solutions...........................................................................................................2-41
Chapter 3: Configuring Users and Teams 3-1
Objectives...........................................................................................................3-1
Introduction.........................................................................................................3-1
User Management Overview..............................................................................3-2
Adding and Maintaining User Accounts .............................................................3-4
Lab 3.1 - Managing User Accounts ..................................................................3-12
Team Management ..........................................................................................3-18
Lab 3.2 - Managing Teams...............................................................................3-21
Summary ..........................................................................................................3-26
Test Your Knowledge .......................................................................................3-27
Quick Interaction: Lessons Learned.................................................................3-29
Solutions...........................................................................................................3-30
Microsoft Official Training Materials for Microsoft Dynamics ™
Your use of this content is subject to your current services agreement
Customization and Configuration in Microsoft Dynamics™ CRM 4.0
Page ii
Chapter 4: Configuring Organizational Settings 4-1
Objectives...........................................................................................................4-1
Introduction.........................................................................................................4-1
System Settings .................................................................................................4-2
Auto Numbering ...............................................................................................4-15
Fiscal Year Settings .........................................................................................4-16
Lab 4.1 - Maintaining System Settings.............................................................4-18
Multilingual User Interface................................................................................4-21
Lab 4.2 - Installing MUI Language Packs.........................................................4-27
Multicurrency ....................................................................................................4-32
Lab 4.3 - Importing Currency Exchange Rates ................................................4-43
Summary ..........................................................................................................4-53
Test Your Knowledge .......................................................................................4-54
Quick Interaction: Lessons Learned.................................................................4-56
Solutions...........................................................................................................4-57
Chapter 5: Customizing Microsoft Dynamics CRM Overview 5-1
Objectives...........................................................................................................5-1
Introduction.........................................................................................................5-1
Customization Methodology ...............................................................................5-2
Who can Customize Microsoft Dynamics CRM?................................................5-4
Microsoft Dynamics CRM Architecture...............................................................5-6
Types of Customizations ..................................................................................5-11
Upgrading Customizations ...............................................................................5-17
Publishing Customizations ...............................................................................5-18
Reusing Customizations...................................................................................5-19
Lab 5.1 - Importing and Exporting Customizations...........................................5-26
Summary ..........................................................................................................5-30
Test Your Knowledge .......................................................................................5-31
Quick Interaction: Lessons Learned.................................................................5-33
Solutions...........................................................................................................5-34
Chapter 6: Customizing Forms and Views 6-1
Objectives...........................................................................................................6-1
Introduction.........................................................................................................6-1
Basic UI Customization Capabilities...................................................................6-2
Form Customization Overview ...........................................................................6-3
Form Customization - Editing Tabs ....................................................................6-5
Form Customization - Editing Sections ..............................................................6-6
Form Customization - Editing Fields...................................................................6-9
Preview Your Customizations...........................................................................6-14
Preview Form Customization ...........................................................................6-15
Demonstration - Form Customization...............................................................6-16
Lab 6.1 - Form Customization ..........................................................................6-21
View Customization Overview..........................................................................6-30
View Customization..........................................................................................6-34
Demonstration - View Customization ...............................................................6-37
Lab 6.2 - View Customization...........................................................................6-41
Summary ..........................................................................................................6-50
Test Your Knowledge .......................................................................................6-51
Microsoft Official Training Materials for Microsoft Dynamics ™
Your use of this content is subject to your current services agreement
Table of Contents
Page iii
Quick Interaction: Lessons Learned.................................................................6-53
Solutions...........................................................................................................6-54
Chapter 7: Customizing Entities and Attributes 7-1
Objectives...........................................................................................................7-1
Introduction.........................................................................................................7-1
Customization Concepts ....................................................................................7-2
Customizing Attributes .......................................................................................7-3
Demonstration - Creating a Custom Attribute...................................................7-11
Lab 7.1 - Creating a Custom Attribute..............................................................7-14
Creating a Custom Entity .................................................................................7-21
Demonstration - Creating a Custom Entity.......................................................7-28
Lab 7.2 - Creating a Custom Entity ..................................................................7-31
Summary ..........................................................................................................7-40
Test Your Knowledge .......................................................................................7-41
Quick Interaction: Lessons Learned.................................................................7-43
Solutions...........................................................................................................7-44
Chapter 8: Customizing Relationships and Mappings 8-1
Objectives...........................................................................................................8-1
Introduction.........................................................................................................8-1
Supported Entity Relationships ..........................................................................8-2
Unsupported Entity Relationships ......................................................................8-7
1:N Relationship Behavior..................................................................................8-7
Creating Entity Relationships ...........................................................................8-11
Demonstration - Creating an Entity Relationship..............................................8-16
Lab 8.1 - Create a Manual N:N Relationship....................................................8-19
Lab 8.2 - Create a Native N:N Relationship .....................................................8-31
Entity Mapping..................................................................................................8-42
Demonstration - Entity Mapping .......................................................................8-45
Lab 8.3 - Add a Mapping ..................................................................................8-46
Lab 8.4 - Case Study........................................................................................8-52
Summary ..........................................................................................................8-66
Test Your Knowledge .......................................................................................8-67
Quick Interaction: Lessons Learned.................................................................8-70
Solutions...........................................................................................................8-71
Chapter 9: Renaming Entities and Translating Customizations 9-1
Objectives...........................................................................................................9-1
Introduction.........................................................................................................9-1
Renaming a Customizable Entity .......................................................................9-2
Lab 9.1 - Renaming a Customizable Entity ........................................................9-6
Translate Customized Labels...........................................................................9-12
Summary ..........................................................................................................9-14
Test Your Knowledge .......................................................................................9-15
Quick Interaction: Lessons Learned.................................................................9-17
Solutions...........................................................................................................9-18
Chapter 10: Maintaining Organizations Through Deployment Manager10-1
Objectives.........................................................................................................10-1
Microsoft Official Training Materials for Microsoft Dynamics ™
Your use of this content is subject to your current services agreement
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