The Dynamics CRM Developer course is designed to help a developer familiar with Microsoft developer technologies learn how to customize and extend Microsoft Dynamics CRM. This is the first in a three part course series that introduces Dynamics CRM to developers in an accelerated way.
The Dynamics CRM Developer course is designed to help a developer familiar with Microsoft developer technologies learn how to customize and extend Microsoft Dynamics CRM. This is the first in a three part course series that introduces Dynamics CRM to developers in an accelerated way. This course covers existing capabilities, CRM application modules, key entities, platform, deployment types and authentication. You will also explore administration, business management, collaboration, and data management settings, as well as teams, business units, and security. The course then goes into customization and creation of entities, solution management, and data modeling.
Platform Overview Hi, this is David Yack. In this module, we're going to be focusing on the configuration of Dynamics CRM. This is typically done at the beginning of starting up an organization and the thing to remember about configure is it's done typically in each organization. Most of these settings do not transfer or are commonly not transferred from one organization to another. Some of them are, such as Security Roles, able to be packaged up. We'll be talking about those in more details as we get into some of the following modules, but we're going to spend some time in the following different areas. We'll talk about Administrative Settings; those are mostly managed by system administrators, business management, which can kind of expand on to the more power users and the organization, might be involved in managing some aspects of those. We'll talk about Data Management, which can be used for trimming, setting duplication roles, we'll see how that kind of comes into play with all the pieces we'll be setting up. We'll talk about Document Management. More specifically, SharePoint capabilities that are built into Dynamics CRM. And finally, the Collaboration Settings, which are really geared around activity, feeds, and integration with Yammer that is new in Dynamics CRM 2011 as of the Polaris or December 2012 service update. The first round of settings we're going to look at are the Administrative Settings. These are typically managed by a system administrator. In the development environment, you'll be responsible for being your own system administrator, so it's a good idea to have an understanding of the settings. Also, there are some settings in here that control things like Auto-Numbering that I want to explore. So the best thing we can do here is probably go ahead and jump into a quick walk through the settings so we can talk through and discuss some of the settings that you might be changing the most commonly as you're working with Dynamics CRM.