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Web Part Error: One of the properties of the Web Part has an incorrect format. Microsoft SharePoint Foundation cannot deserialize the Web Part. Check the format of the properties and try again.

55168 - Customization and Configuration in Microsoft Dynamic CRM 2015


Duration: 3 Days




Delivery Method:

Software Assurance Value:

Microsoft CPE:

Course Information

Course Description

​This course describes the techniques required to customize Microsoft Dynamics CRM 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.

Course Objectives

Course Audience

​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.

Course Outline

Module 1: Introduction to Customizing Microsoft Dynamics CRM 2015
  • Customization or Development? Microsoft Dynamics CRM Solutions Introduction to Entity Customization 
Lab: Create a Solution and publisher
Module 2: Building a Security Model in Microsoft Dynamics CRM 2015
  • 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 Relationships1:N Relationship Behavior
  • Field Mappings in 1:N Relationships
  • 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

Course Prerequisites

​A working knowledge of how to use Microsoft Dynamics CRM 2011 is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 or 2013 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.


 Error ‭[2]‬

Web Part Error: One of the properties of the Web Part has an incorrect format. Microsoft SharePoint Foundation cannot deserialize the Web Part. Check the format of the properties and try again.
Course Schedule
This course is not scheduled yet.