8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated

8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course Description

Intended Audience for the 8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course

• This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application's organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.

Training Packages & Career Tracks that include the 8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course

• Microsoft Dynamics CRM 4.0 - Accelerated

8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course Objectives

• Configure a company's organizational structure within Microsoft Dynamics CRM
• Add user accounts
• Create and maintain security roles
• Create teams of users
• Create and configure multiple organizations within one implementation
• Configure system settings, currency exchange rates, and multilingual user interface language packs
• Import and export customizations
• Customize forms and views
• Customize database entities and attributes
• Customize entity relationships and mappings

The 8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course prepare students for the following Exams

• MB2-631 : Exam MB2-631: CRM 4.0 Customization and Configuration

8912: Microsoft Dynamics CRM 4.0 - Customization Accelerated Course Outline

1. Configuring Business Units
   1. Business Units Overview
   2. Maintaining Business Units
2. Configuring Security
   1. Microsoft Dynamics CRM Security Features
   2. Privileges
   3. Access Levels
   4. Security Roles
   5. Security Roles and Business Units
   6. Creating and Copying Security Roles
   7. Planning Considerations when Configuring Security
   8. Lab 2.1: Copying and Creating Roles
   9. Creating a Custom Security Role
   10. Assigning a Role
3. Configuring Users and Teams
   1. User Management Overview
   2. Adding and Maintaining User Accounts
   3. Team Management
   4. Lab 3.1: Managing User Accounts
   5. Adding a Single User
   6. Adding Multiple Users
   7. Changing a Manager
   8. Disabling a User Account
   9. Lab 3.2: Managing Teams
   10. Create Teams
   11. Add Users to a Team
   12. Share Data with a Team
4. Configuring Organizational Settings
   1. System Settings
   2. Auto Numbering
   3. Fiscal Year Settings
   4. Multilingual User Interface (MUI)
   5. Multi-Currency
   6. Lab 4.1: Maintaining System Settings
   7. Configuring System Settings
   8. Configuring Auto Numbering
   9. Lab 4.2: Installing MUI Language Packs
   10. Installing French and Spanish MUI Language Packs
   11. Enabling MUI Language Packs
   12. Selecting a language for the Web application
   13. Installing a Language Pack on the Microsoft Dynamics CRM for Microsoft Office Outlook
   14. Selecting a language for the Microsoft Dynamics CRM for Office Outlook
   15. Lab 4.3: Importing Currency Exchange Rates
   16. Import a Currency Exchange Rate file
   17. Manually Add a Currency and Exchange Rate
   18. Test Default Account Currency
   19. Test Base Currency
   20. Change the User's Default Currency
   21. Test the User's Default Currency
5. Customizing Microsoft Dynamics CRM Overview
   1. Customization Methodology
   2. Who Can Customize Microsoft Dynamics CRM?
   3. Microsoft Dynamics CRM Architecture
   4. Types of Customizations
   5. Upgrading Customizations
   6. Reusing Customizations
   7. Publishing Customizations
   8. Lab 5.1: Importing and Exporting Customizations
   9. View the Contact form before importing customizations
   10. Import Customizations
   11. View the Contact form after customizations
   12. Export Customizations
6. Customizing Forms and Views
   1. Basic UI Customization Capabilities
   2. Form Customization Overview
   3. Form Customization - Editing Tabs
   4. Form Customization - Editing Sections
   5. Form Customization - Editing Fields
   6. Preview Your Customizations
   7. Preview Form Customization
   8. View Customization Overview
   9. View Customization
   10. Lab 6.1: Form Customization
   11. Create a Custom Tab
   12. Update the Details and Administration Tabs
   13. Update the Preview form
   14. Lab 6.2: View Customization
   15. Modify an existing view
   16. Create a new view
   17. Change an entity's default view
   18. Modify the Quick Find view
   19. Modify the Advanced Find view
   20. Save an Advanced Find query as a Personal view
   21. Modify an entity's Associated view
7. Customizing Entities and Attributes
   1. Customization Concepts
   2. Customizing Attributes
   3. Creating a Custom Entity
   4. Lab 7.1: Creating a Custom Attribute
   5. Add a Custom Attribute
   6. Add the Attribute to the Entity's form
   7. Add the Attribute to the Preview form
   8. Create a Custom View
   9. Publish and Test
   10. Lab 7.2: Creating a Custom Entity
   11. Create a Custom Entity
   12. Create Custom Attributes
   13. Update Entity Form
   14. Update Entity View
   15. Apply Custom Icons
   16. Update Custom Entity Permissions
8. Customizing Relationships and Mappings
   1. Supported Entity Relationships
   2. Unsupported Entity Relationships
   3. One-to-Many Relationship Behavior
   4. Creating Entity Relationships
   5. Entity Mapping
   6. Lab 8.1: Create a Manual Many-to-Many Relationship
   7. Create an Intersect Entity
   8. Create two Many-to-One Relationships based on the intersect entity and two related entities
   9. Add attributes to the intersect entity
   10. Expose Attributes on the Intersect Entity form
   11. Edit the Associated View
   12. Save and Publish
   13. Test the functionality
   14. Lab 8.2: Create a Native Many-to-Many Relationship
   15. Update Entity Attribute
   16. Create a custom view
   17. Create a Custom Entity
   18. Create Custom Attributes
   19. Create a Many-to-Many relationship
   20. Create a Many-to-One relationship
   21. Update an entity form
   22. Update an entity Preview form
   23. Lab 8.3: Add a Mapping
   24. Update Picklist Values
   25. Add a custom attribute
   26. Create an Entity Mapping
   27. Test the mapping
   28. Lab 8.4: Case Study
   29. Create a Department Entity
   30. Add Department Attributes
   31. Create Account/Department relationship
   32. Create Department/Contact relationship
   33. Create Contact/Department relationship
   34. Modify the entities
   35. Create mappings
   36. Secure the new entity
   37. Test the functionality
9. Renaming Entities and Translating Customizations
   1. Renaming a Customizable Entity
   2. Translate Customized Labels
   3. Lab 9.1: Renaming a Customizable Entity
   4. Back up the Case configuration
   5. Rename the Case Entity
   6. Change the view names
   7. Change the Case form labels
   8. Change the Attribute Display names
   9. Change the messages
   10. Publish and Export the changes
   11. Change the online Help
10. Maintaining Organizations through Deployment Manager
    1. Creating Multiple Organizations
    2. Deployment Manager - Microsoft Administrators
    3. Deployment Manager - Organizations
    4. Deployment Manager - Servers
    5. Deployment Manager - Licenses
    6. Lab 10.1: Maintaining Multiple Organizations
    7. Add a new organization
    8. Add business units to the new organization

Benefits of taking the 8912: Microsoft Dynamics CRM 4.0 - Customization 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 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

  
  
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