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.

1. Customization and
Configuration

2. Entity Model
 Introduction to 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 Relationship and 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 Detection Settings
 Jobs
 Lab

7. Auditing
 EnablingAuditing
 Auditing User 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