Niche
CRM2011

What is New in Microsoft Dynamics CRM 2011
(Microsoft Training Course: 80289) - 1 day - £475 exc VAT



> Target Audience
This course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 2011. It is intended for Microsoft Dynamics CRM 2011 partners, implementation consultants, presales consultants and developers.
> Course outline
  1. What Is New in Microsoft Dynamics CRM 2011
  2. Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
  3. Customising and Extending Microsoft Dynamics CRM 2011
  4. Administration, Configuration and Installation
  5. Configuring and Settings

Supplementary InformationPlease Note: This outline is in draft version and the content may change when the final version is released by Microsoft.
Module 1: What Is New in Microsoft Dynamics CRM 2011
  • User Productivity and Collaboration
  • Customisation and Extensibility
  • Administration and Configuration
Skills
  • Describe how Microsoft Dynamics CRM 2011 improves user experience.
  • Identify how Microsoft Dynamics CRM 2011 provides more personalisation to increase user adoption.
  • Assess how Microsoft Dynamics CRM 2011 increases collaboration and opportunity for business intelligence and analysis.
  • Describe basic customisation and extension capabilities of Microsoft Dynamics CRM 2011.
  • List the latest improvements to the installation process, hardware/software requirements, administration features and additional configuration options in Microsoft Dynamics CRM 2011.
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Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
  • Productivity Features
  • Application and Microsoft Outlook Improvements
  • Lab: Creating a Personal Dashboard and Visualisations
  • Lab: Setting Goals
  • Lab: Importing Data
Skills
  • Understand the new improvements and functionality in Microsoft Dynamics CRM 2011 that enable users to be more productivity through improvements in navigation and the ability to personalise their interface with the application through improved analytic capabilities, user charts, extended personal options and other features.
  • Describe some of the major improvements in base Microsoft Dynamics CRM 2011 application functionality.
  • Summarise the improvements to the Microsoft Dynamics CRM 2011 Client for Microsoft Outlook.
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Module 3: Customising and Extending Microsoft Dynamics CRM 2011
  • Overview of Customisation Environment
  • Entity and Form Customisation
  • Custom Activities
  • Dashboards
  • Web Resources
  • Connection Roles
  • Processes
  • Customisation Management
  • Integrations
  • Lab: Custom Entity Creation
  • Lab: Custom Activity Creation and Use
  • Lab: Creating a Dialog Process
  • Lab: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms
Skills
  • Provide an overview of the customisation environment components.
  • Examine the various improvements to form and entity customisation capabilities.
  • Examine the process for creating custom activity types
  • Show how to use and create of globally available dashboards.
  • Review the different kinds of Web Resources a customiser can use.
  • Show how to use and create Connection Roles.
  • Evaluate how Microsoft Dynamics CRM uses processes in the form of workflows and dialogs to help customers manage and automate business processes.
  • Examine customisation solution management.
  • Examine Microsoft Dynamics CRM 2011 and integration to Microsoft SharePoint.
  • Examine Microsoft Dynamics CRM 2011 and integration to the Azure platform.
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Module 4: Administration, Configuration and Installation
  • Hardware and Software Specifications
  • Server Roles, Processes and Installation Components
  • Security Improvements
  • Upgrading Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics CRM Reporting Extensions
  • Administration
  • Licensing
  • Record Auditing
Skills
  • Discuss the different editions of Microsoft Dynamics CRM 2011.
  • Examine the hardware and software specifications of the primary Microsoft Dynamics CRM components.
  • Define the various server roles and processes installed together with their purposes.
  • Identify components installed during the Microsoft Dynamics CRM 2011 installation process.
  • Discuss improvements to security configurations.
  • Provide an overview of upgrade considerations for both server and client upgrades to Microsoft Dynamics CRM 2011.
  • Examine Microsoft Dynamics CRM Reporting Extensions.
  • Examine Deployment Manager, Windows PowerShell, and changes to organisational settings.
  • Explain server and client licensing considerations.
  • Examine Auditing functionality in Microsoft Dynamics CRM 2011.
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Module 5: Configuring and Settings
  • Microsoft Dynamics CRM Settings and Administration
  • Microsoft Dynamics CRM Client for Microsoft Outlook Settings and Administration
  • Role-based Forms
  • Field Security Profiles
  • Lab: Working with Field-Level Security
Skills
  • Describe Microsoft Dynamics CRM Server Settings.
  • Explain administrative changes in Microsoft Dynamics CRM 2011.
  • Demonstrate the use of personal option settings available in Microsoft Dynamics CRM 2011.
  • Understand the process and benefits of role-based forms.
  • Summarise the purpose of field-level security profiles and how to manage them.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • Familiarity with Microsoft Dynamics CRM 4.0.
> Purpose
After completing the course, students will be able to describe the new application features and enhancements; identify enhancements to the user experience; examine customization and extension capabilities; list the installation, upgrade, and hardware requirements; show how to manage settings and administration.
> Supplementary Information
Please Note: This outline is in draft version and the content may change when the final version is released by Microsoft.