Back to All Events

Dynamics CRM Online Customization and Configuration

Building on the knowledge gained from the Getting Started with Dynamics CRM course, this course dives into the array of options available for tailoring Dynamics CRM to the specific needs of an organization. Upon completion of this course students will have hands on experience customizing and automating Dynamics CRM as well as applying proper security and packaging their customizations for transfer to other CRM environments and organizations.

What You Will Learn

  • Customize and configure CRM fields and forms
  • Customize and configure CRM entities and entity relationships
  • Understand how to manage CRM solutions
  • Configure security for users and teams
  • Implement business rules and process flows
  • Prepare for exam: Dynamics CRM Customization and Configuration–MB2–712

Who this course is designed for

  • IT Professionals, Developers


  • Getting Started with Dynamics CRM course or equivalent experience

Module 1: Configure Microsoft Dynamics CRM

Module 2: Manage and implement Microsoft Dynamics CRM entities, entity relationships

Module 3: Create and manage Microsoft Dynamics CRM fields and forms

Module 4: Solution Management

Module 5: Create and Manage Views and Visualizations

Module 6: Manage and Implement Security

Module 7: Implement business rules, workflows, and business process flows

Module 8: Mobility

Earlier Event: August 11
Minnesota CRMUG Chapter Meeting
Later Event: October 12
CRMUG Summit - HOL - Processes