Configuring Business Units.
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Configuring Security:
- Privileges, Access Levels and Security Roles
- Supported Security Configurations.
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Configuring Users and Teams:
- Adding and Maintaining User Accounts
- Team Management.
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Configuring Organizational Settings:
- System Settings and Auto Numbering
- Fiscal Year Settings and Multi-currency
- Multilingual User Interface (MUI).
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Customizing MS Dynamics CRM 4.0:
- Creating and Publishing Customizations
- Reusing Customizations.
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Customizing Forms and Views:
- Basic User Interface Customizations
- Form Customizations: Tabs, Sections, Fields
- View Customizations.
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Customizing Entities and Attributes:
- Customizing Attributes
- Creating a Custom Entity.
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Customizing Relationships and Mappings:
- Supported Entity Relationships
- One-to-many Relationship Behavior
- Creating Entity Relationships
- Entity Mapping.
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Renaming Entities and Translation Customized Labels.
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Maintaining Organizations Through Deployment Manager:
- Creating Multiple Organizations
- Working with the CRM Deployment Manager.
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Introduction to Advanced Customizations:
- Application Event Programming
- Client Extensions
- Workflow
- SiteMap and SiteMap Structures
- URL Addressable Forms
- Iframes.
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