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80289, What’s New in Microsoft Dynamics CRM 2011
Infero Training Ltd
Summary
Location & dates
New Street Station Forecourt
BIRMINGHAM
West Midlands
B24ND
United Kingdom
Parkside
COVENTRY
West Midlands
CV12HG
United Kingdom
Friary
BRISTOL
Avon
BS16EA
United Kingdom
New Walk
LEICESTER
Leicestershire
LE16TU
United Kingdom
Overview
Module 1: Introduction
User Productivity - Features and Benefits
Collaboration - Features and Benefits
Analysis and Visualizations - Features and Benefits
Connections, Recurring Activities, and Goal Management - Features and Benefits
Customization and Extensibility - Features and Benefits
Administration and Configuration - Features and Benefits
Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
Productivity Features
Visualizations
Personalization and Dashboards
Microsoft Dynamics CRM Client for Microsoft Outlook
Connections
Data Import
Team Ownership
Goal Management
Dynamics Marketing Lists
Recurring Activities
Lab: Creating a Personal Dashboard and Visualizations
Create a personal dashboard
Lab: Setting Goals
Create a new goal for a CRM user
Create rollup queries
Define goal metrics
Lab: Importing Data
Map data from a Microsoft Excel Spreadsheet
Create data map
Automatically create a custom entity and attributes tied to the imported data
Module 3: Customizing and Extending Microsoft Dynamics CRM 2011
Overview of Customization Environment
Entity and Form Customizations
Chart and View Customizations
Microsoft Office SharePoint server Configuration
Custom Activities
Dashboards
Web Resources
Connection Roles
Processes: Workflows and Dialogs
Customization Management
Integrations: Microsoft Office SharePoint Server and Windows Azure Platform
Lab: Custom Entity Creation
Create a custom entity
Create custom attributes
Modify a form
Lab: Custom Activity Creation and Use
Create a custom activity entity
Lab: Creating a Dialog Process
Create a custom dialog process
Lab: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms
Install the Microsoft Dynamics CRM List component
Configure the integration with Microsoft Office SharePoint Server
Module 4: Administration, Configuration, and Installation
Editions of Microsoft Dynamics CRM 2011
Hardware and Software Specifications
Server Roles
Installation Components
Upgrade Considerations
Microsoft Dynamics CRM Reporting Extensions
Deployment Manager
Organization Settings
Licensing
Auditing
Module 5: Configuration and Settings
This module introduces the changes to the Microsoft Dynamics CRM 2011 server settings, and additional personal options that are new to this version. Additionally, this module introduces role based forms and field level security.
Lessons
Business Units
User Management
Data Management
Document Management
Audit Management
Microsoft Dynamics CRM Client for Microsoft Outlook Settings and Administration
Role Based Forms
Field-Level Security
Lab: Working with Field-Level Security
Create a new attribute that is enabled to use field level security
Create a field level security profile
Description
This one-day instructor-led course, What's New in Microsoft Dynamics CRM 2011, provides students with the tools and information to help them better understand and identify the new and enhanced features of Microsoft Dynamics CRM 2011.
After completing this course, students will be able to:
- Describe how Microsoft Dynamics CRM 2011 improves user experience.
- Identify how Microsoft Dynamics CRM 2011 provides more personalization for users.
- Assess how Microsoft Dynamics CRM 2011 increases collaboration and opportunity for business intelligence and analysis.
- Describe basic customization and extension capabilities of Microsoft Dynamics CRM 2011.
- List the latest improvements to the installation process, hardware and software requirements, administration features, and additional configuration options in Microsoft Dynamics CRM 2011.
Who is this course for?
This course is intended for customers and partners, who want to learn the basic new features and functionality in Microsoft Dynamics CRM 2011.
Training is recommended for anyone who plans to use, implement, maintain, customize, or support Microsoft Dynamics 2011. This course is also recommended for people who have a background in the use of previous versions of Microsoft Dynamics CRM.
Requirements
Before attending this course, students must have:
- General knowledge of Microsoft Dynamics CRM 4.0
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Legal information
This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
FAQs
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