3. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 1: Introduction to Customizing Microsoft Dynamics CRM
2013LessonsCustomization or Development?Microsoft Dynamics CRM
SolutionsIntroduction to Entity Customization
Lab : Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM
2013LessonsIntroduction to Business UnitsOverview of Security RolesUser
ManagementOverviewTeam ManagementOverviewTeams and SharingManage
Security Roles for Users andTeams
Lab : Configure Security RolesLab : Configure User Access
4. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 3:
Customizing EntitiesLessonsEntity Customization ConceptsCreate a Custom
EntityAdditional Entity PropertiesModifying the Configuration of an Entity
Lab : Create Custom EntitiesLab : Create a Custom Activity Entity
Module 4:
Customizing FieldsLessonsField DataTypesField Display FormatsField
PropertiesCustomize Existing FieldsConfigure Option SetsStatus and Status Reason
FieldsDelete Fields
Lab : Create and Modify a Global Option Set
5. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 5:
Managing RelationshipsLessonsTypes of Entity RelationshipsCreate Entity
Relationships1:N Relationship BehaviorField Mappings in 1:N
RelationshipsConnections and Connection Roles
Lab : Create New RelationshipsLab : Customize Relationship Mappings
Module 6:
Customizing FormsLessonsForm Customization OverviewCreate and Modify
FormsQuick Create and QuickView FormsManage Multiple FormsMobile Clients
Lab : Modify Form Layout and Add FieldsLab : Create a Role-Based Form for the
Competitor entity.
6. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 7:
Configuring Business RulesLessonsConfigure Business Rules
Lab : Create a Business Rule
Module 8:
CustomizingViewsLessonsViewCustomization ConceptsSystemViewsCreate
CustomViewsRemove UnwantedViews
Lab : Modify a Quick FindViewLab : Create CustomViews
7. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 9:
Customizing Charts and DashboardsLessonsCreate and Modify ChartsExport and
Import ChartsCreate and Modify Dashboards
Lab : Create a Custom ChartLab : Create a Dashboard
Module 10:
Additional Security OptionsLessonsField SecurityAccessTeamTemplatesAuditing
Overview
Lab : Configure Field SecurityLab : Create and Configure an AccessTeamTemplate
8. Microsoft Dynamics CRM 2013
Microsoft Dynamic CRM Online Fall’13
Module 11:
Business Process FlowsLessonsBusiness Process Flows
A working knowledge of how to use Microsoft Dynamics CRM 2011. It is
recommended, but not required, that individuals have completed Microsoft Dynamics
CRM 2011 or 2013 applications training. Because this training material focuses on
customizing database entities, attributes, relationships, and mappings, it is
recommended that individuals have a basic understanding of Microsoft SQL Server
and relational database functionality.
10. Platform Enhancements
Microsoft Dynamics CRM 2013
Customer-driven Update
AccessTeams
Business Rules
Real-timeWorkflow
Trustworthy Computing Updates
Office 2013 Compatibility
Auto Save
Enable Custom MobileApplications
11. Course Schedule and Session’s
Module 1
• January 10
Module 2
• April 10
Module 3
• July 10
Module 4
• October 10
12. Conclusion
Microsoft has a powerful vision for CRM. It is defining and delivering a connected and forward-looking
enterprise — the successful enterprise of the future, an enterprise that connects its employees,
partners and customers to what they need, in the right context, using the device and channel they
prefer — enabling each of our customers to run a Dynamic Business. As Microsoft looks toward the
Microsoft Dynamics CRM 2013 launch, it is committed to delivering on its Dynamic Business vision
with lasting investments across robust applications, great experiences, and platform strength and
flexibility.
It is truly an exciting time to be engaging with Microsoft Dynamics CRM! Microsoft looks forward to
keeping you informed of the innovations and exciting capabilities that Microsoft Dynamics CRM will
deliver for you now and into the future!
13. Enterprise Collaboration
Social in context
Get the information you need from the right people, in the right place at the right
time. Using the
Enterprise power ofYammer, your team can quickly comment on posts or start
contextual
conversations from within Microsoft Dynamics CRM (on-premises and online) or
Yammer. Yammer
extends across your organization bringing all your people into the conversation –
including non-licensedCRM users from withinYammer.
14. Server-side Synchronization
Stay productive and up to date no matter where you are or what device you’re on. With server-
side
synchronization, administrators can easily manage the synchronization of email, tasks,
appointments
and contacts between on-premises versions of CRM and Exchange.
The following synchronization scenarios will be supported following the General Availability
of CRM
2013. They will not be available at launch:
CRM Online and Exchange Online for Email, tasks, appointments and contacts
CRM Online or CRM 2013 (on-premises) and POP3/SMTP2 for Email
Synchronization using the Email Router and Outlook client will continue to be supported.
15. Communicate with Ease
Connect with your colleagues with real-time visibility into their availability. Within
embedded3
presence from Microsoft Lync your people can call, IM or meet with colleagues or
customers directly from CRM.
Facilitate simpler collaboration and engagement between employees and customers
with embedded communication capabilities. Users can click the Email address to
send an Email using their default mail provider or the phone number to make
outbound calls using Lync or Skype directly from the CRM web forms4 .When the call
is initiated,CRM
creates a Phone Call activity so your people can
quickly and easily capture call notes. Your customers
are now just a click away.