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What's New in Microsoft CRM 3.0 - Technical

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Module 1: Technical Goals for Microsoft CRM 3.0

  • Overview of Design Goals
  • Overview of New Application Features
Skills
  • Understand the high level technical goals of Microsoft CRM 3.0.
  • Recognize some of the new or enhanced features in the application area of Microsoft CRM 3.0.
Top

Module 2: Upgrade

  • The Upgrade Process
  • Features of the Upgrade Process
  • Upgrading Customizations
  • Upgrading Existing Security Roles
  • Upgrading User Licenses
Skills
  • Understand the features associated with the upgrade process.
  • Understand the additional software configurations that occur during the upgrade process.
  • Understand the steps involved in upgrading both the Microsoft CRM Server and the Microsoft CRM client for Microsoft Outlook.
  • Upgrade Microsoft CRM 1.2 to Microsoft CRM 3.0.
  • Understand how existing security roles and user licenses are upgraded.
Top

Module 3: Enhanced Installation

  • Microsoft CRM Server 3.0 Installation Enhancements
  • Enhancements in Microsoft CRM 3.0 Sample Data
Skills
  • Identify the enhancements made to the Microsoft CRM Server in 3.0.
  • Install Microsoft CRM Server 3.0.
  • Identify the enhancements made to the Microsoft CRM 3.0 sample data and sample data load process.
Top

Module 4: Licensing

  • Microsoft CRM 3.0 Licensing Model
Skills
  • Understand the new Microsoft Personal Identification (PID), used by all other Microsoft products.
  • Understand how PID generates separate Microsoft CRM Server and Users license keys.
  • Understand that Microsoft CRM 3.0 comes in Professional and SBE server licenses.
  • Understand that user licenses can be purchased in increments of 1, 5, or 20.
  • Understand the user count exceptions to the server license when purchased as a bundled license.
  • Understand that a 90-day trial version of Microsoft CRM is available.
Top

Module 5: Microsoft CRM 3.0 Small Business Edition

  • Microsoft CRM 3.0 Small Business Edition
Skills
  • Identify the design goals of the Small Business Edition of Microsoft CRM.
  • Identify the features unique to the Small Business Edition.
  • Understand the simplified installation steps for the Small Business Edition.
Top

Module 6: Enhanced Administration

  • Administrator License
  • User Licenses
  • Security Enhancements in Microsoft CRM 3.0
Skills
  • Understand the role of the Administrator License.
  • Identify the characteristics of Microsoft CRM’s user management structure.
  • Identify the enhancements to the security model.
  • Understand how inherited security roles are maintained.
Top

Module 7: Microsoft CRM Client for Microsoft Office Outlook

  • The Microsoft CRM 3.0 Clients for Microsoft Office Outlook
  • Installing the Microsoft CRM 3.0 Clients for Microsoft Office Outlook
Skills
  • Understand the enhancements that were made to the Microsoft CRM 3.0 client for Microsoft Office Outlook.
  • Understand the offline capabilities of the Microsoft CRM Laptop Client for Outlook.
  • Understand the new schedulable synchronization capabilities while working offline.
  • Understand the prerequisites and methods for installing the Microsoft CRM clients for Outlook.
  • Understand the installation procedures for the two types of Microsoft CRM clients for Outlook.
Top

Module 8: Reports

  • Core Concepts
  • Transition to SQL Reporting Services
  • SQL Reporting Services Overview
  • Microsoft CRM Reporting Features
  • Creating Excel Reports
  • Edit and Organize Reports
  • Deploying and Removing Reporting Services Reports
  • Control Access to Reports
  • Reporting Services Report Designers
  • Modify Existing Reports
  • Microsoft CRM Pre-filtering
Skills
  • Understand the transition from Crystal Reports to SQL Reporting Services.
  • Understand how Microsoft CRM 3.0 uses SQL Server 2000 Reporting Services.
  • Understand Microsoft CRM Reporting features.
  • Create Excel report from Microsoft CRM.
  • Edit and organize reports.
  • Deploy and remove reports.
  • Control who can view or create reports.
  • Modify existing Reporting Services Reports.
  • Specify how report data is filtered.
Top

Module 9: Custom Entities

  • Custom Entities and System Entities
  • Planning a Custom Entity
  • Ownership Type
  • Entity Relationships
  • Cascading Behavior
  • Working with Custom Entities
  • Configuring a Custom Entity
  • Default entity Attributes and Features
  • Entity Icons
  • Deleting a Custom Entity
  • Defining Relationships
  • Entity Mapping
Skills
  • Understand the use of Custom Entities and their features, including Ownership Type, Entity Relationships, Cascading Behavior, Entity Security, and Customizations.
  • Gain knowledge of considerations and limitations that affect planning the creation of a Custom Entity.
  • Understand the cascading behavior in Microsoft CRM which allows users to control how certain actions taken on a parent record affect any child records.
  • Apply security and customizations to Custom Entities.
  • Learn how to use mapping to facilitate data entry when creating new records that are related to a parent record.
Top

Module 10: Easier Customizations

  • Exporting and Importing Customizations
  • IISRESET
  • Client-Side Events
  • IFrame
  • IFRAME Properties
  • Customization Attributes – Less Table Limitations
  • Customizable Entities – Activities
Skills
  • Understand the capabilities of importing/exporting customized entities.
  • Understand the additional Client-Side Events available in Microsoft CRM 3.0.
  • Understand IFrames and include an IFrame in Microsoft CRM forms.
  • Understand various changes that make customizations easier: ISRESET is no longer necessary when publishing customizations; greater number of Custom Attributes than in previous versions; and activities can now be customized.
Top

Module 11: Workflow Enhancements

  • Workflow Available with More Entities
  • Call Assembly Action
  • Improved Date Support
  • Using Dynamic Text in Workflow
Skills
  • Understand how workflow has been enabled for activities and custom entities.
  • Understand the Call Assembly action.
  • Understand the improved date support offered in Microsoft CRM 3.0.
  • Understand Dynamic Text for Notes and Activities.
Top

Module 12: Enhanced E-mail

  • Microsoft CRM Exchange E-mail Router
Skills
  • Understand the role of the Microsoft Exchange E-mail Router.
  • Understand the new E-mail Strategy.
  • Understand the Inbound and Outbound Processing Flows.
  • Understand the installation changes for the Exchange Router.
Top

Module 13: SDK Redesign

  • New SDK
  • Web Services
  • Client-Side SDK
  • Metadata Browser
  • ISV Extensions Privileges
  • Sample Code
  • Multiple Language Samples
  • SiteMap
  • Pre-Callouts
Skills
  • Understand the differences between the Microsoft CRM 3.0 and Microsoft CRM 1.2 SDK.
  • Utilize the SDK to create solutions.
  • Customize the Navigation Pane by modifying the Organization entity SiteMap attribute.
  • Become familiar with the uses and processes of pre-callouts.
Top
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Exams:

  • There are no exams directly associated with this course

Price Options ex VAT:

Classroom Training
?		 Distance Learning
?		 eLearning Options
?		 Book Learning
?
£ 350
(€497) 		£ 199.00
(€283) 		- No Books Supported for Course at present

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Last Modified 01 May 2008