Customization and Configuration in Microsoft Dynamics CRM 2013


Course Duration: 3 Day(s)


  •  Design and implement strategies for the creation of Business Units and Security Roles
  •  Configure Microsoft Dynamics 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 CRM
  •  Design, create and configure Solutions in Microsoft Dynamics CRM
  •  Design, create and configure Business Rules and Business Process Flows to guide users through their work


  • Module 01: Introduction to Customizing Microsoft Dynamics CRM 2013
  • Module 02: Building a Security Model in Microsoft Dynamics CRM 2013
  • Module 03: Customizing Entities
  • Module 04: Customizing Fields
  • Module 05: Managing Relationships
  • Module 06: Customizing Forms
  • Module 07: Configuring Business Rules
  • Module 08: Customizing Views
  • Module 09: Customizing Charts and Dashboards
  • Module 10: Additional Security Options
  • Module 11: Business Process Flows

Who Should Attend

This training is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

Target Audience



Mr. Nabajyoti Boruah

Nabjyoti has rendered valuable contribution in the following tasks –

  • Project Specific Technology Training
  • Project Specific – Customised Content Creation
  • Mobile Development – Consultation and Training Services
  • High End Training Delivery for more than 100 clients pan India
  • Migration to Microsoft Cloud Platform (Azure) – Consultation services to 150 customers on behalf of Microsoft
  • Delivery of Microsoft Exam Curriculum to different clients