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Module 1: Creating Your Organisational Structure
- This module examines how to set up your organisational structure by maintaining business units within an organisation.
- Business Units
- Managing Business Units
- Lab: Maintaining Business Units
Skills
- Identify why an organisational hierarchy is defined in Microsoft Dynamics CRM.
- Identify the differences between the root business unit and all other business units.
- Identify the guidelines that control maintenance of business units.
- Create and maintain business units in Microsoft Dynamics CRM.
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Module 2: Configuring Security
- This module reviews the Microsoft Dynamics CRM security model, the components that make up the model, and how to manage them.
- Microsoft Dynamics CRM Security Features
- Privileges
- Access Levels
- Security Roles and Business Units
- Creating and Copying Security Roles
- Planning Considerations when Configuring Security
- Lab: Copying and Creating Roles
Skills
- Identify how privileges, access levels, and security roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy.
- Distinguish between entity-based privileges and task-based privileges.
- Differentiate between the five types of access levels used within the security roles.
- Identify how Microsoft Dynamics CRM uses security roles.
- Identify the advantages of using the default Microsoft Dynamics CRM security roles.
- Identify the properties of the system’s two default administrative roles.
- Define the relationship between roles and business units.
- Create new security roles.
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Module 3: Configuring Users and Teams
- This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.
- User Management Overview
- Adding and Maintaining User Accounts
- Team Management
- Lab: Managing User Accounts
- Lab: Managing Teams
Skills
- Review the characteristics of Microsoft Dynamics CRM user management structure.
- Create and maintain user accounts in Microsoft Dynamics CRM.
- Identify the differences between adding a single user and adding multiple users at one time.
- Identify the characteristics associated with each user licensing option.
- Create and maintain teams of users in Microsoft Dynamics CRM.
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Module 4: Configuring Organisational Settings
- This module examines a variety of configuration settings that enable Microsoft Dynamics CRM to be tailored to satisfy business requirements.
- System Settings
- Auto Numbering
- Fiscal Year Settings
- Multilingual User Interface
- Multicurrency
- Lab: Maintaining System Settings
- Lab: Installing MUI Language Packs
- Lab: Importing Currency Exchange Rates
Skills
- Configure several ‘one-time’ only organisation settings that control various system-wide functionalities.
- Identify the impact of each System Setting on end-user functionality.
- Identify the impact of the Auto Numbering settings on end-user functionality.
- Identify the impact of the Fiscal Year Settings on Sales Quota reporting.
- Identify how Multilingual User Interface packs let users personalise their UI experience.
- Examine how multicurrency enables monetary transactions and attributes to be defined in multiple currencies.
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Module 5: Customising Microsoft Dynamics CRM Overview
- This module explains how Microsoft Dynamics CRM can be customised to adapt to business models.
- Customisation Methodology
- Microsoft Dynamics CRM Architecture
- Types of Customisations
- Upgrading Customisations
- Publishing Customisations
- Reusing Customisations
- Lab: Importing and Exporting Customisations
Skills
- Recognise the importance of defining and using an effective implementation methodology.
- Recognise the types of customisations that can be based on the default Microsoft Dynamics CRM security roles.
- Identify how the Microsoft Dynamics CRM architecture influences how and where you customise Microsoft Dynamics CRM.
- Recognise some of the ways that Microsoft Dynamics CRM can be customised.
- Identify how Microsoft Dynamics CRM’s architecture enables organisations to safely upgrade their customisations.
- Identify which customisations require publishing and the various ways to publish them.
- Discover how you can re-use customisations by exporting customisations made in one deployment and importing them into another.
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Module 6: Customising Entities and Attributes
- This module examines how Microsoft Dynamics CRM allows you to create new entities and attributes through the application’s built-in customisation tools.
- Customisation Concepts
- Customising Attributes
- Creating a Custom Entity
- Lab: Creating a Custom Attribute
- Lab: Creating a Custom Entity
- Renaming a Customisable Entity
Skills
- Review the types of entities and attributes available in a system.
- Create and edit attributes to meet the business needs of your organisation.
- Examine how to create, configure and delete custom entities.
- Configure security settings to control access to and maintenance of custom entities.
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Module 7: Customising Relationships
- This module focuses on indentifying the different types of supported relationships in Microsoft Dynamics CRM.
- Supported Entity Relationships
- Unsupported Entity Relationships
- 1:N Relationship Behaviour
- Creating Entity Relationships
- Lab: Create a Manual N:N Relationship
- Lab: Create a Native N:N Relationship
Skills
- Identify the various types of supported relationships that can link system and custom settings.
- Understand how 1:N relationship rules control how certain actions taken on a record affect related records.
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Module 8: 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 9: Introduction to Advanced Customisations
- This module introduces a variety of advanced customisation features that are available with Microsoft Dynamics CRM.
- Introduction to Workflow
- Introduction to Application Event Programming
- Common Uses for Event Programming
- Using Form Events
- Using Field Events
- Configuring Event Detail Properties
- Introduction to IFrames
- Introduction to URL Addressable Forms
- Introduction to Creating Custom Menus, Navigation Items and Buttons
- Introduction to ISV.Config Integration Points
- Introduction to SiteMap
- SiteMap Structure
- Introduction to SDK Capabilities
- ISV Solutions
Skills
- Identify the Microsoft Dynamics CRM features that enable application integration.
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Exams:
-
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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