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Target Audience:
This course provides students with the knowledge and skills to plan, develop, and apply, and examine administrative tasks within Microsoft CRM 3.0. It is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM.
Pre-requisites:
Before attending this course, students must have the following pre-requisites:- A working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP.
- A working knowledge of Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.
Purpose:
After completing this course, students will be able to configure Microsoft CRM business units, users, and teams; understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels; plan Customizations for a Microsoft CRM Implementation; apply Form Customizations using the Microsoft CRM Customization Tools; plan, create, and configure Custom Entities in Microsoft CRM; plan, create, configure, and maintain Workflow Rules and Sales Processes; create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services; manage the Product Catalog, and administrative functionality within the Sales module; understand Service Scheduling administration, including creating and defining services and resource selection rules.
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