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80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated



80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course Description

This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include Security; creation and configuration of entities; design of forms views and charts; auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution.

Intended Audience for the 80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course

  • This course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage.

Training Packages & Career Tracks that include the 80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course

80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course Objectives

  • Design and implement strategies for the creation of Business Units and Security Roles
  • Create and configure Microsoft Dynamics CRM Users and Teams
  • Describe the principles of customizing the system
  • Create and configure fields for both custom and system entities
  • Create and configure custom entities, including standard and activity entities
  • Design, create and configure relationships between entities
  • Create and configure Views, Charts and Forms for both system and custom entities
  • Implement Field Security in Microsoft Dynamics CRM
  • Configure and monitor audition on Microsoft Dynamics CRM components
  • Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

The 80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course prepare students for the following Exams

  • MB2-866 : Microsoft Dynamics CRM 2011 Customization and Configuration

80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated Course Outline

    1. Module 1: Business Units and Security Roles
      1. Business Units
      2. Managing Business Units
      3. Security Features
    2. Module 2: Configuring Users and Teams
      1. User Management Overview
      2. Adding and Maintaining User Accounts
      3. Team Configuration
    3. Module 3: Customizing Microsoft Dynamics CRM Overview
      1. Customization Methodology
      2. Who can Customize Microsoft Dynamics CRM?
      3. Types of Customizations
      4. Types of Customizations - Solutions
    4. Module 4: Customizing Fields
      1. Customization Concepts
      2. Field Data Types
      3. Field Properties
      4. Creating Fields
      5. Creating Option Sets
    5. Module 5: Customizing Entities
      1. Entity Concepts
      2. Modifying Custom Entities
    6. Module 6: Customizing Relationships and Mappings
      1. Types of Entity Relationships
      2. Creating Entity Relationships
      3. Entity Mapping
    7. Module 7: Customizing Forms, Views and Charts
      1. Basic UI Customization Capabilities
      2. View Customization Overview
      3. Charts
      4. Form Customization Overview
      5. Other Form Objects
      6. Creating New Forms
    8. Module 8: Configuring Field Security
      1. Field Security Scope
      2. Field Security and Other Security Methods
    9. Module 9: Configuring Auditing
      1. Enabling Auditing
      2. Viewing Audit Data
      3. Managing Audit Partitions
    10. Module 10: Configuring Solutions
      1. Solutions Review
      2. Exporting and Importing Unmanaged Solutions
      3. Exporting and Importing Managed Solutions

    Benefits of taking the 80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated course at NetCom

    • Why choose Microsoft Dynamics Training at NetCom Learning?
      As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

      In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

      See the training value proposition below:

      Why Microsoft Dynamics Training at NetCom?
      NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!!

      Microsoft Certified Partner for Learning Solutions Value Proposition:
      Microsoft Certified Partner for Learning SolutionsNon-authorized Training Center
      Only MCT (Microsoft Certified Trainers) are authorized to teach the classNon MCT can teach the course
      Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online trainingDo not have access to official courseware
      Partners adhere to stringent Microsoft designated lab requirementsComputer and lab equipment may not be up to requirements of course
      Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the coursesNot authorized to issue Certificate of Completion
      Overall, a better quality training experienceSubstandard training experience

    • NetCom provides Authorized Training
      NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

      See our comprehensive list of partner authorizations.

    • Award winning, world-class Instructors
      Ginger M.
      - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
      - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
      - Project Manager to various MS Dynamics Great Plains implementations.

      Bio:

      Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

      Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
      Ignacio J.
      - Designs and architects Microsoft IT solutions since the early 1990s.
      - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004.
      - Taught over 250 courses at NetCom Learning.

      Bio:

      Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.

      Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
      Lynn D.
      - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
      - Professor of Graduate Management and Business School at the University of Phoenix since 2007.
      - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.

      Bio:

      Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

      Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
      Ramesh P.
      Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases.

      With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
    • Actual Client Testimonials
      May 21 2012
      The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area.

      This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice.

      -Candice C.
      Course(s) Taken

      May 21 2012
      Good course. Good service. Good instructor.

      -Raman T.
      Course(s) Taken

      May 21 2012
      The instructor did an incredible job of presenting.

      -Kelly D.
      Course(s) Taken

      May 21 2012
      The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts.

      -John B.
      Course(s) Taken

      May 21 2012
      Stan is an excellent instructor. He made the course very informative and kept it interesting.

      Sebastian S.
      Course(s) Taken

      May 21 2012
      Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated.

      -Lily L.
      Course(s) Taken

      May 07 2012
      It was a good experience. It will help me in my new position loading the CRM practices.

      -Adolfo R.
      Course(s) Taken

      Mar 12 2012
      Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun.

      -Kyle P.
      Course(s) Taken

    • Awards won by NetCom
      NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

      See our list of awards.

    • Specialized Boot Camp Training

      Discover Our Vegas Boot Camp experience

      This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

      For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.


    Enrollment Options for the 80294: Microsoft Dynamics CRM 2011 Customization and Configuration Accelerated course


    Training Delivery Methods

    Take this training with one of the following training delivery methods
    • Classroom Training
      Classroom Training NetCom’s classroom training ensures that you have state-of-the-art tools, techniques and practices you need to succeed on the job. Our instructors are active practitioners and true masters in their fields. With convenient classes at multiple learning centers across the US, you never have to go far to get ahead.

    • Live Online Training (LOT)
      Live Online Training NetCom’s premium Live Online Training (we call it LOT) is the ultimate in convenience and cost-effectiveness. LOT combines interactive video instruction via the latest web conference technology, and post-class access to learning labs for a best-in-class learning experience.
      Learn more about LOT

    • Boot Camp Training
      Boot Camp Training NetCom’s intensive boot camps are designed to advance your skills in the shortest possible amount of time and get you certified. Boot camps go at a faster pace and often run for longer days, so you must have some level of subject matter experience before enrolling. Boot camps have mandatory assessment tests to ensure no one will slow down the class for other students. Learn more about Boot Camps

    • Private Onsite Training
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    • Private 1-on-1 Training
      Private 1-on-1 Training NetCom’s private 1-on-1 training focuses on the highest quality training possible. You get individualized, full attention from the instructor and you decide where and when courses are held. The training is custom tailored to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique.
      Learn more about Private 1-on-1 Training

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    Duration: 2 days (20 hours)
    Pricing: Variable, please request
    Why pricing varies..Why pricing varies..

    Pricing depends on different training delivery methods, one or more students and availability of volume discounts or currently available promotions.

    Our prices are frequently lower since we are able to work with our clients closely on their needs and pass on the optimum amount of savings.

    In addition, we provide a price match guarantee for any competitive quotes.
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