8529: Microsoft CRM 3.0 Administration

8529: Microsoft CRM 3.0 Administration Course Description

Intended Audience for the 8529: Microsoft CRM 3.0 Administration Course

• This course is intended for people who plan to install, implement, configure, or support Microsoft CRM 3.0.
• The course is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.
• Before attending this course, students must have a working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.

8529: Microsoft CRM 3.0 Administration Course Objectives

• Configure Microsoft CRM business units, users, and teams.
• Understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels.
• Plan Customizations for a Microsoft CRM Implementation.
• Apply Form Customizations using the Microsoft CRM Customization Tools.
• Plan, create, and configure Custom Entities in Microsoft CRM.
• Plan, create, configure, and maintain Workflow Rules and Sales Processes.
• Create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services.
• Manage the Product Catalog, and administrative functionality within the Sales module.
• Understand Service Scheduling administration, including creating and defining services and resource selection rules.

Recommended Prerequisites for the 8529: Microsoft CRM 3.0 Administration course

• 8526: Microsoft CRM 3.0 Installation and Configuration

8529: Microsoft CRM 3.0 Administration Course Outline

1. Configuring the Organizational Structure
   1. Business Units
   2. Managing Business Units
   3. Sites
2. Configuring Security
   1. Privileges
   2. Access Levels
   3. Roles
   4. Creating roles in business units
   5. Assigning roles to users
   6. Resolution of conflicting privileges
   7. Copying roles
   8. Security Best Practices
3. Configuring Users and Teams
   1. User Management Overview
   2. User Manager Wizard
   3. Microsoft CRM User Management
   4. Restricted Access Mode
   5. Team Management
4. Configuring System Settings
   1. Configuring System Settings
   2. Configuring Auto Numbering
   3. Configuring Fiscal Year Settings
   4. Configuring the web.config file
5. Microsoft CRM Customization
   1. Microsoft CRM Design Focus
   2. Levels of Customization
   3. Microsoft CRM Customization Architecture
   4. Use of Supported Methods
   5. Available Customizations
   6. Customization Tactics
   7. Customization Method
6. Basic Customizations
   1. Customization Concepts
   2. Basic Customization Capabilities
   3. Permissions Needed
   4. Customization Process
   5. Reusing Customizations
   6. Form Customization
   7. Customizing Attributes
   8. Previews
   9. View Customization
   10. Rename a Customizable Entity
   11. Changing System Messages
   12. Modify the on-line help
7. Report Customization
   1. Reporting and CRM
   2. Core Concepts
   3. Transition to SQL Server 2000 Reporting Services
   4. Reporting Services Overview
   5. Microsoft CRM Reporting Features
   6. Creating Excel Reports
   7. Edit and Organize Reports
   8. Deploying and Removing Reporting Services Reports
   9. Control Access to Reports
   10. Reporting Services Report Designer
   11. Modify Existing Reporting Services Reports
   12. Microsoft CRM Pre-Filtering
   13. Scheduled Reports
8. Sales Administration - Product Catalog
   1. Automated Sales and Workflow Processes
   2. Managing Competitors
   3. Managing Sales Literature
   4. Creating a Product Catalog
9. Service Scheduling - Maintaining User and Resources
   1. Understand the concepts of scheduling users and other resources in Microsoft CRM
   2. Set up a schedule for a user, facility or equipment
   3. Create, and Add users, facility or equipment to a resource group
   4. View schedules for resources
   5. Remove resources from the scheduled services
   6. Set or edit business closures
   7. Define rules and resources for services
   8. Create or edit a service

Benefits of taking the 8529: Microsoft CRM 3.0 Administration 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 Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer 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 courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard 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.

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• 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 Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  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 Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  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 Microsoft Dynamics CRM 2011 - Accelerated

  
  

  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 Microsoft Dynamics CRM 2011 - Accelerated

  
  
• 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

  

  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 8529: Microsoft CRM 3.0 Administration course

• Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with an Educational Consultant.

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• Classroom Training
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• 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

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