0845 450 6120

Customization And Configuration In Microsoft Dynamics CRM

This course is designed for both Administrators of a CRM system and System Customisers. It covers how to configure the deployment and customisations that may be made through the Settings area of Microsoft Dynamics CRM.

The Course will enable delegates, with some additional study, to take and pass exam MB2-712: Microsoft Dynamics CRM 2016 Customization and Configuration


Learning Objectives

Delegates will learn how to

  • Security Configuration and System Settings.
  • How to customise the system through the use of custom Solution layers.
  • How to create Business Process Flows and Business Rules.


  • Good working knowledge of CRM.

Course Content


  • Security Model
  • Customisation of Entities
  • Creating and Customising Fields
  • Establishing Relationships
  • Creating and Customising Forms
  • Introduction to Business Rules
  • Creating, Maintaining and Customising Views
  • Chart and Dashboard Customisation
  • Additional Security Features in CRM
  • Creating Business Process Flows
One Month
Two Months
Three Months
More than Three Months
PRINCE2 Foundation & Practitioner
MSP Foundation & Practitioner
APMP Certificate
ITIL Foundation
Scrum in One Day
Certified ScrumMaster
ISTQB Software Test Foundation
Microsoft Project
BCS Business Analysis Practice
Other - Please Specify Below

Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

Virtual Course Dates

Our Customers Include