Advanced Microsoft Dynamics CRM 4 for Small and Medium Businesses

Target Audience
This course provides students with the knowledge and skills to configure and customise Microsoft Dynamics CRM 4.0. It is intended for Implementation Consultants, System Administrators and Customizers who will configure the application's organisational settings and customise the application using its built-in tools.

Pre-Requisites
Before attending this course, students must have the following pre-requisites:Experience using Microsoft Dynamics CRM 4.0.Basic understanding of SQL Server.Understanding of relational database functionality.It is recommended, but not essential, that students have completed Course 8913: Applications in Microsoft Dynamics CRM 4.0.

Purpose
After completing the course, students will be able to configure a organisational structure within Microsoft Dynamics CRM; add user accounts; create and maintain security roles; create teams of users; create and configure multiple organisations within one implementation; configure system settings, currency exchange rates and multi-lingual user interface language packs; import and export customisations; customise forms and views; customise database entities and attributes; customise entity relationships and mappings; identify areas where advanced customisation functionality can be implemented.

Course outline

1. Creating Your Organisational Structure
2. Configuring Security
3. Configuring Users and Teams
4. Configuring Organisational Settings
5. Customising Microsoft Dynamics CRM Overview
6. Customising Entities and Attributes
7. Customising Relationships
8. Data Management
9. Introduction to Advanced Customisations

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

• 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.
  

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

• 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.
  

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

• 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.
  

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

• 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.
  

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

• 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.
  

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

• 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.
  

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

• 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.
  

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

• Examine the new data import process.
  
• Examine the new data migration process.
  
• Explore the duplicate detection feature.
  

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

• Identify the Microsoft Dynamics CRM features that enable application integration.
  

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