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CRM2011

Fast Track: Customisation, Configuration and Workflows in Microsoft Dynamics CRM 2011/CRM Online
(Microsoft Training Course: F1043) - 3 days - £1425 exc VAT

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> Target Audience
This fast-track course provides students with the skills and knowledge to use and customise Microsoft Dynamics CRM 2011. It is intended for individuals that plan to implement, deploy, use, maintain, consult or support Microsoft Dynamics CRM 2011 in their organisation.
> Course outline
  1. Organisational Settings
  2. Processes: Workflow & Dialogs
  3. Importing Data
  4. Business Units and Security Roles
  5. Configuring Users and Teams
  6. Customising Microsoft Dynamics CRM Overview
  7. Customising Fields
  8. Customising Entities
  9. Customising Relationships and Mapping
  10. Customising Forms, Views and Charts
  11. Configuring Field Security
  12. Configuring Auditing
  13. Configuring Solutions
  14. Exam MB2-866

Supplementary InformationThis fast-track course has now been updated to a B version, with content from the Microsoft Official Curriculum for CRM 2011. We include a Workflow and Dialogs module which is missing from the Official Curriculum as delivered by other suppliers. The package includes a one-time Microsoft exam MB2-866, which may be taken either at the end of the course or at any time within 18 months of attending the training course. However, should you prefer not to purchase the exam with the training, discuss discount options with your Sales Representative. As this is a fast-track course, students should expect longer days and shorter lunch breaks, in order to complete all of the content and exam.
Module 1: Organisational Settings
  • System Settings
  • Auto Numbering
  • Multilingual User Interface
  • Multicurrency
Skills
  • Examine the variety of configuration settings that enable Microsoft Dynamics CRM to be tailored to satisfy business requirements.
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Module 2: Processes: Workflow & Dialogs
  • Use workflows and dialogs to automate processes, improve productivity and set standards.
  • Use triggers, stages, actions, conditions and waits to define a workflow
  • Use variables, prompts, responses and forms to set up a dialog
  • Monitoring processes
Skills
  • Design and create a simple workflow and a staged workflow.
  • Create a dialog.
  • Manage CRM processes.
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Module 3: Importing Data
  • Importing records into an entity
  • Migrating Data
  • Data Jobs
  • Duplicate checks
Skills
  • Import existing data into the CRM environment.
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Module 4: Business Units and Security Roles
  • Business Units
  • Managing Business Units
  • Security Features
Skills
  • Create and configure Business Units in Microsoft Dynamics CRM.
  • Create and modify new Security Roles.
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Module 5: Configuring Users and Teams
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Configuration
Skills
  • Explain how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.
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Module 6: Customising Microsoft Dynamics CRM Overview
  • Customization Methodology
  • Who can Customize Microsoft Dynamics CRM?
  • Types of Customizations
  • Types of Customizations - Solutions
Skills
  • Understand the customization architecture of CRM, the principles behind Solutions and their components.
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Module 7: Customising Fields
  • Customization Concepts
  • Field Data Types
  • Field Properties
  • Creating Fields
  • Creating Option Sets
Skills
  • Explain how to use of fields in Microsoft Dynamics CRM.
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Module 8: Customising Entities
  • Entity Concepts
  • Modifying Custom Entities
Skills
  • Understand how to create new entities and the various configuration options available in Microsoft Dynamics CRM.
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Module 9: Customising Relationships and Mapping
  • Types of Entity Relationships
  • Creating Entity Relationships
  • Entity Mapping
Skills
  • Explain the purpose of entity relationships in Microsoft Dynamics CRM.
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Module 10: Customising Forms, Views and Charts
  • Basic UI Customization Capabilities
  • View Customization Overview
  • Charts
  • Form Customization Overview
  • Other Form Objects
  • Creating New Forms
Skills
  • Explain the design, creation and customization of Views, Charts and Forms.
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Module 11: Configuring Field Security
  • Field Security Scope
  • Field Security and Other Security Methods
Skills
  • Understand and implement field level security in Microsoft Dynamics CRM.
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Module 12: Configuring Auditing
  • Enabling Auditing
  • Viewing Audit Data
  • Managing Audit Partitions
Skills
  • Describe the auditing architecture of Microsoft Dynamics CRM.
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Module 13: Configuring Solutions
  • Solutions Review
  • Exporting and Importing Unmanaged Solutions
  • Exporting and Importing Managed Solutions
Skills
  • Describe the difference between managed and unmanaged Solutions.
  • Understand the methods used to export and import both types.
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Module 14: Exam MB2-866
  • Microsoft Dynamics CRM 2011 Customisation and Configuration.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A working knowledge of how to use Microsoft Dynamics CRM 2011.
  • A basic understanding of Microsoft SQL Server and relational database functionality.
  • Completed Microsoft Dynamics CRM 2011 applications training.
> Purpose
After completing the course, students will be able to design and implement strategies for the creation of Business Units and Security Roles; create workflows to automate processes; create and configure Microsoft Dynamics CRM Users and Teams; describe the principles of customizing the system; create and configure fields; create and configure custom entities; design, create and configure relationships; create and configure Views, Charts and Forms; implement Field Security; enable auditing; design, create and configure Solutions; implement both managed and unmanaged Solutions.
> Supplementary Information
This fast-track course has now been updated to a B version, with content from the Microsoft Official Curriculum for CRM 2011. We include a Workflow and Dialogs module which is missing from the Official Curriculum as delivered by other suppliers. The package includes a one-time Microsoft exam MB2-866, which may be taken either at the end of the course or at any time within 18 months of attending the training course. However, should you prefer not to purchase the exam with the training, discuss discount options with your Sales Representative. As this is a fast-track course, students should expect longer days and shorter lunch breaks, in order to complete all of the content and exam.