Module 1: Configuring Business Units This module explains how to set up organizational structures by maintaining business units within an organization. * Business Units Overview * Maintaining Business Units Module 2: Configuring Security This module reviews the Microsoft Dynamics CRM security model, including security roles, privileges, and access levels. This module examines how to maintain permissions within security roles, and how security permissions are inherited across business units. * Microsoft Dynamics CRM Security Features * Privileges * Access Levels * Security Roles * Security Roles and Business Units * Creating and Copying Security Roles * Planning Considerations when Configuring Security Module 3: Configuring Users and Teams This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data. * User Management Overview * Adding and Maintaining User Accounts * Team Management Module 4: Configuring Organizational Settings This module reviews a variety of configuration settings that enable each organization to tailor Microsoft Dynamics CRM to satisfy its business requirements. These settings control the appearance and functionality of the application; they are defined at the organization level and apply to all business units in a given implementation. * System Settings * Auto Numbering * Fiscal Year Settings * Multilingual User Interface (MUI) * Multi-Currency Module 5: Customizing Microsoft Dynamics CRM Overview This module introduces all of the application features that can be customized in Microsoft Dynamics CRM and the different ways in which customizations can be applied. This is an introductory section that lays the foundation for the hands-on training that follows. * Customization Methodology * Who Can Customize Microsoft Dynamics CRM? * Microsoft Dynamics CRM Architecture * Types of Customizations * Upgrading Customizations * Reusing Customizations * Publishing Customizations Module 6: Customizing Forms and Views This module examines how to customize the Microsoft Dynamics CRM user interface using the application's customization tools. This includes customizations to the forms used to enter and update data and the views that display lists of records. * Basic UI Customization Capabilities * Form Customization Overview * Form Customization – Editing Tabs * Form Customization – Editing Sections * Form Customization – Editing Fields * Preview Your Customizations * Preview Form Customization * View Customization Overview * View Customization Module 7: Customizing Entities and Attributes This module examines how to create new entities and attributes through Microsoft Dynamics CRM’s built-in customization tools. * Customization Concepts * Customizing Attributes * Creating a Custom Entity Module 8: Customizing Relationships and Mappings ments This module identifies the different types of supported relationships in Microsoft Dynamics CRM, as well as the types of behavior that control how certain actions taken on a record affect related records. This training also examines entity mapping. * Supported Entity Relationships * Unsupported Entity Relationships * One-to-Many Relationship Behavior * Creating Entity Relationships * Entity Mapping Module 9: Renaming Entities and Translating Customizations This module examines the final two elements related to customizing entities: renaming a customizable entity, and in a multilingual deployment, translating customized labels into the required languages. * Renaming a Customizable Entity * Translate Customized Labels Module 10: Maintaining Organizations through Deployment Manager This module examines how Microsoft Dynamics CRM supports multiple organizations in one installation. This training also examines the tools that are available in Microsoft Dynamics CRM's Deployment Manager utility. * Creating Multiple Organizations * Deployment