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Module 1: Overview of Microsoft Dynamics CRM 4.0
- This module previews the key new features of Microsoft Dynamics CRM 4.0.
- Microsoft Dynamics CRM Live
- Installation
- Configuration
- Data Management
- Microsoft Dynamics CRM for Outlook and Business Applications
- Customisation
- Workflow
- Programmability
Skills
- Describe the key new features of Microsoft Dynamics CRM 4.0.
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Module 2: Installation and Deployment
- This module examines the new features in Microsoft Dynamics CRM 4.0 that control how organizations install the application.
- Upgrading to Microsoft Dynamics CRM 4.0
- Versions and Licensing Options
- Server Setup Changes
- System Requirements
- Microsoft Dynamics CRM E-mail Router
- Microsoft Dynamics CRM for Outlook
Skills
- Determine the most suitable version of Microsoft Dynamics CRM 4.0.
- Determine the new system requirements for installing Microsoft Dynamics CRM 4.0.
- Identify how Microsoft Dynamics CRM for Microsoft Office Outlook improves user experience.
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Module 3: Configuration
- This module examines the new features in Microsoft Dynamics CRM 4.0 that control how organisations configure and implement the application.
- Multi-tenancy
- Multilingual User Interface (MUI)
- Multi-currency
- Add Users Wizard
Skills
- Identify how the multi-tenancy feature enables more than one organisation to be installed on a single CRM Server.
- Identify how Multilingual User Interface packs let users personalise their UI experience.
- Examine how the multicurrency enhancement enables monetary transactions and attributes to be defined in multiple currencies.
- Identify how the new Add Users Wizard replaces and extends the functionality of the User Manager tool.
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Module 4: Data Management
- This module explains how data management has been improved in Microsoft Dynamics CRM 4.0 to ensure that users have the correct data in their system.
- Import Data Wizard
- Data Migration Manager
- Establish Duplicate Detection Rules
Skills
- Examine the new data import process.
- Examine the new data migration process.
- Explore the duplicate detection feature.
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Module 5: Microsoft Dynamics CRM for Outlook and Business Applications
- This module describes the improvements to Microsoft Dynamics CRM for Outlook and enhancements in reporting and business application features.
- Microsoft Office Outlook 2007 compatibility
- Mail merge
- Auto-resolution in the Lookup field
- Converting activities to Leads and Cases
- Report Wizard
- Activity Report
- Exporting to Excel and editing queries.
Skills
- Describe improvements in Microsoft Dynamics CRM for Microsoft Office Outlook.
- Review changes in functionality to the Lookup field, converting activities and mail merge.
- Explore the reporting changes including the new wizard, data export for Microsoft Excel and activity report.
- Explore the changes in export to Excel, Advanced Find, and the new Activity Report.
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Module 6: Customisation
- This module reviews the customisation enhancements made in Microsoft Dynamics CRM 4.0.
- Entity Relationship Enhancements
- Import and Export customisations and configurations
- View enhancements
Skills
- Review the new types of entity relationships.
- Identify the changes to the Customisation Import/Export functionality.
- Examine the changes to Views so that all pertinent information is displayed.
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Module 7: Workflow
- This module provides an overview of the improvements in the workflow model in Microsoft Dynamics CRM 4.0.
- Create, run and monitor workflows
- Supported record types
- Event model enhancements
- Extending workflows programmatically
Skills
- Describe the web-based user interface for workflows.
- Examine the expanded support for record types.
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Module 8: Programmability
- This module provides a brief overview of the most significant new features for extending Microsoft Dynamics CRM 4.0 programmatically.
- Event Framework
- Plug-ins and Multi-Tenancy
- Web Services
- ASP.NET AJAX Support
Skills
- Examine important changes to the event framework, including plug-ins.
- Review major enhancements to the web services.
- Identify new client-side programming features.
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Exams:
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There are no exams directly associated with this course
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Price Options ex VAT:
Classroom Training
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Distance Learning
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eLearning Options
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Book Learning
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£
350
(€497)
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£
199.00
(€283)
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No Books Supported for Course at present
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Call Free on 0800 169 1890
Print 2 Page Flyer
Last Modified 01 May 2008
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