Peter did a great job for me with Dynamics CRM configuration and demonstration for a very successful proof-of-concept. He is calm, detailed and very knowledgeable.

Simon Shearston. Microsoft.

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Customisation & Configuration in Microsoft Dynamics 365

Course code
Consultants, designers and developers
Sure Step
Design (also Operation , Development , ) (about this)
Available as
Classroom course POA Enquire

Classroom course dates · 3 days prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

Is this the right course for you?

Peter says:

Microsoft Dynamics 365 / CRM consultants responsible for carrying out design and development activities within a Dynamics 365 project or ongoing maintenance will find this course particulalry useful.

When is this course most useful?

This course is most useful during these Sure Step phases:

This course will be most relevant for skills required in the design and development phases of new or ongoing development within Dynamics 365 projects.

Course overview

Print this overview
This course describes the techniques required to customize Microsoft Dynamics 365 / CRM 2016 to meet the specialized needs of businesses. The topics covered include security; creation and configuration of entities; design of forms views and charts; auditing and solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. The content described here is the latest version from Microsoft Learning. This will be updated as more details becomes available.

At course completion

After completing this course, students will be able to:

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Configure Microsoft Dynamics 365 / CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security and Access Team Templates in Microsoft Dynamics 365 / CRM
  • Design, create and configure Solutions in Microsoft Dynamics 365 / CRM
  • Design, create and configure Business Rules and Business Process Flows to guide users through their work


Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics 365 / CRM 


Customization or Development?

Microsoft Dynamics 365 / CRM Solutions

Introduction to Entity Customization 

Lab : Create a Solution and publisher

Module 2: Building a Security Model in Microsoft Dynamics 365 / CRM 


Introduction to Business Units

Overview of Security Roles

User Management Overview

Team Management Overview Teams and Sharing

Manage Security Roles for Users and Teams

Lab : Configure Security Roles

Lab : Configure User Access

Module 3: Customizing Entities


Entity Customization Concepts

Create a Custom Entity

Additional Entity Properties

Modifying the Configuration of an Entity

Lab : Create Custom Entities

Lab : Create a Custom Activity Entity

Module 4: Customizing Fields


Field Data Types

Field Display Formats

Field Properties

Customize Existing Fields

Configure Option Sets

Status and Status Reason Fields

Delete Fields

Lab : Create and Modify a Global Option Set

Module 5: Managing Relationships


Types of Entity Relationships

Create Entity Relationships

1:N Relationship Behavior

Field Mappings in 1:N


Connections and Connection Roles

Lab : Create New Relationships

Lab : Customize Relationship Mappings

Module 6: Customizing Forms


Form Customization Overview

Create and Modify Forms

Quick Create and Quick View Forms

Manage Multiple Forms

Mobile Clients

Lab : Modify Form Layout and Add Fields

Lab : Create a Role-Based Form for the Competitor entity.

Module 7: Configuring Business Rules


Configure Business Rules

Lab : Create a Business Rule

Module 8: Customizing Views


View Customization Concepts

System Views

Create Custom Views

Remove Unwanted Views

Lab : Modify a Quick Find View

Lab : Create Custom Views

Module 9: Customizing Charts and Dashboards


Create and Modify Charts

Export and Import Charts

Create and Modify Dashboards

Lab : Create a Custom Chart

Lab : Create a Dashboard

Module 10: Additional Security Options


Field Security

Access Team Templates

Auditing Overview

Lab : Configure Field Security

Lab : Create and Configure an Access Team Template

Module 11: Business Process Flows


Business Process Flows

Lab : Create a Multi-Entity Business Process Flow



Before attending this course, students must have a working knowledge of how to use Microsoft Dynamics 365. It is recommended, but not required, that individuals have completed Microsoft Dynamics 365/CRM 2011 applications training. Because this training material focuses on customising database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.