Exclusive
CRM2013

What's New in Microsoft Dynamics CRM 2013
(Microsoft Training Course: F1061) - 1 day - £600 exc VAT



> Target Audience
This course aims to cover the significant changes that have been made to the CRM application from its 2011 release, giving insight as to how to concentrate your efforts to enhance the productivity and effectiveness of your organisation. It is intended for Microsoft Dynamics CRM 2011/2013 partners, implementation consultants, presales consultants and developers.
> Course outline
  1. Application Upgrade
  2. Application
  3. User Interface
  4. Setup and Upgrade
  5. SQL
  6. Server Side Synchronization
  7. Customization
  8. Processes


Module 1: Application Upgrade
  • New Licensing Options for on premise and online
  • New storage model for On line implementations
  • Upgrade considerations
  • Which Features have Disappeared/are no longer supported
  • Changes to Duplicate Detection
  • Supported software considerations
  • End user training
  • Web browser support
Skills
  • Understand New Licensing Options for on premise and online and new storage model for On line implementations
  • Describe Upgrade considerations and Supported software considerations
  • Understand which Web browsers are supported
top
Module 2: Application
  • Inline grid editing
  • Inline lookup controls
  • CRM for tablets
  • Use the geospatial advantages of Bing Maps to dynamically show the primary record address.
  • Collaborate more closely with Yammer enterprise social media integration
Skills
  • Describe Inline grid editing and Inline lookup controls
  • Examine CRM for tablets
  • Describe the geospatial advantages of Bing Maps to dynamically show the primary record address.
  • Understand how CRM collaborates with Yammer enterprise social media
top
Module 3: User Interface
  • Easy navigation with the new horizontal menu bar.
  • Quickly create new CRM records - without changing screen, or opening a new window
  • Associate images with CRM records including contacts and users
  • Changes to the form layout
  • Skype & Lync integration enabling direct dialing from phone number fields in Dynamics CRM
  • Use Mobile forms
Skills
  • Understand the new horizontal menu bar and navigation.
  • Show how to create new CRM records
  • Understand how to associate images with CRM records
  • Explore Changes to the form layout
  • Understand Skype & Lync integration
  • Examine Mobile forms
top
Module 4: Setup and Upgrade
  • Configure the new System settings
  • Be aware of new hardware and software requirements
  • Overview of upgrading CRM 4.0/2011 to CRM 2013
Skills
  • Understand the new System settings
  • Describe the new hardware and software requirements
  • Understand how to upgrade CRM 4.0/2011 to CRM 2013
top
Module 5: SQL
  • Single table entity
Skills
  • Describe single table entity
top
Module 6: Server Side Synchronization
  • Server side Synchronization of email directly with the mail server
top
Module 7: Customization
  • Deactivate forms
  • Understanding and optimising Autosave
  • Enhance forms with tool tips
  • Configure Data encryption for email password / yammer token
Skills
  • Understand how to deactivate forms
  • Show how to enhance forms with tool tips
  • Understand the Data encryption configuration for email password / yammer token
top
Module 8: Processes
  • Create and Apply Business Processes
  • Create and Apply Business Rules
Skills
  • Understand how to create and Apply Business Processes and Business Rules
top
> Pre-Requisites
Familiarity with Microsoft Dynamics CRM 2011
    > Purpose
    After completing this course, students will be able to describe the new application features and enhancements; identify enhancements to the user interface; access the new controls; examine customization capabilities.