This course offers detailed and interactive information on how to develop extensions for Microsoft Dynamics CRM 2011, with focus on extension methods documented in the Microsoft Dynamics CRM SDK. It provides instruction on the use of a number of Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions and web resources. Finally, it includes a summary overview of the integration between Windows Azure and Microsoft Dynamics CRM 2011.
This training combines and covers materials from the following courses:
80295A: Extending Microsoft Dynamics CRM 2011 (3 days)
Describe how Microsoft Dynamics CRM 2011 is extended and the core extensibility features.
Use common methods to access system and custom entities, including the Security Model, business logic, xRM Framework and exceptions.
Execute queries in the Microsoft Dynamics CRM database, including QueryAttribute, QueryByExpression, LINQ, FetchXM, filtered views and OData.
Explain how the Organization Service web service interacts with Microsoft Dynamics CRM metadata.
Develop custom workflow activities for use within Microsoft Dynamics CRM that run code when configured workflow or dialog rules are created.
Debug custom workflow activity code and use declarative workflows for On-premise deployments.
Use Plug-ins to extend the functionality of events for any entity in Microsoft Dynamics CRM 2011.
Understand the integration between Windows Azure with Microsoft Dynamics CRM 2011.
Use the built-in features of the Microsoft Dynamics CRM application and understand how the Dynamics CRM application behaves when forms are loaded or saved, field data changed, tabs change state, and when IFRAMES are uploaded.
Add custom buttons, menu items and modifications to the navigation areas, including interaction with the Site Map and the Ribbon.
Add custom web content (for example HTML, Images, Silverlight, JavaScript) to CRM forms.
Use web resources to enable the storage of shared blocks of code or resources for reuse across the Microsoft Dynamics CRM web application.
Lab : Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations
Lab : Lab 3.3: Using Fetch XML
Lab : Lab 3.4: Using FetchXML
Lab : Lab 3.5: Using Request and Response
Module 4: Implementing Business Processes
Objectives
Introduction
Overview of Workflow
Overview of Dialogues
Setting up Custom Workflow Activity Assemblies
Demonstration: Configuring a Custom Workflow Activity
Creating Custom Workflow Activities
Debugging Custom Workflow Activities
Creating and Modifying Windows Workflow Foundation (XAML Workflows)
Demonstration: Modifying an Existing Workflow in Visual Studio 2010
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 4.1: Creating a Custom Workflow Activity
Module 5: Plug-ins
Objectives
Introduction
Overview of Plug-ins
Event Framework
Plug-in Isolation, Trusts and Statistics
Developing Plug-ins
Impersonation in Plug-ins
Entity Classes and Plug-ins
Register and Deploy Plug-ins
Debugging Plug-ins
Windows Azure Integration with Microsoft Dynamics CRM 2011
Summary
Test Your Knowledge
Quick Interaction: Lesson Learned
Solutions
Lab : Lab 5.1: Creating a Plug-in
Module 6: Application Event Programming
Objectives
Introduction
Using Jscript Libraries
Form and Field Events
Xrm.Page
Xrm.Page.context (Client-Side Context)
Xrm.Pge.data entity
Xrm.Page.ui
Form Types
Form Event Handler Execution Context
Setting Event Dependencies
Pass Parameters
Using Best Practices in Writing Client-Side Code
Debugging Client-Side Code
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 6.1: Telephone Number Formatting
Lab : Lab 6.2: Control Tab Visibility
Module 7: Client Extensions
Objectives
Introduction
Customizing the Site Map
Customizing the Ribbon
URL Addressable Forms and Views
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 7.1: Modifying the Site Map
Lab : Lab 7.2: Customize the Ribbon
Module 8: Web Resources
Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Silverlight Web Resource
REST Endpoint, OData and JSON
Using JQuery
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions
Lab : Lab 8.1: Silverlight and Opportunity Slider
Do you have the right background for Extending Microsoft Dynamics CRM 2011?
Skills Assessment
We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will tell you so right away. We will also recommend cost-effective solutions that you can use to get ready for the course.
Our required skill-assessments ensure that:
All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.
This course is a CRM development course intended primarily for partners and customers who have a technical background and familiarity with Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011. The audience must also be experienced in basic form customizations and workflows.
Benefit of taking Extending Microsoft Dynamics CRM 2011 at NetCom
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 Learning 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
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.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation.
David has been a trainer for more 21 years.
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.
All the people at NetCom Learning were very nice and have a full understanding of their material. The pace that we were taken through the material was not rushed. I really liked that!
It was very informative and interesting. I had a great experience. The instructor was knowledgeable and the people in the office were very helpful and accommodating.
The instructor was the first AX consultant that I have worked with in the past 3 years that actually understood and could teach the Master Planning module. Very impressed with Kevin''s knowledge.
The class was very informative and helpful and it was very easy to register for the class. I liked that the teacher was able to use examples that were specific to our industry and answer very specific questions and problems that we had.
The Department of Corrections, Washington State in collaboration with its criminal justice partners, contributes to staff and community safety and hold offenders accountable through administration of criminal sanctions and effective re-entry programs. The Department of Corrections is responsible for administering adult corrections programs operated by the State of Washington. This includes state correctional institutions and programs for offenders supervised in the community.
Business Needs:
The Department of Corrections IT networking department used Microsoft Dynamics GP integrated with Microsoft SQL Server as an accounting solution to automate their processes. But their employees were not trained in GP so they outsourced the maintenance to the Partner from whom they bought the software. The Partner had initially configured and implemented the software for them, but was now also responsible for regular maintenance. However, the Department of Corrections wanted to reduce the costs of outsourcing by getting their own employee trained on GP. They decided to get six people trained and NetCom sold them the value of getting the master certification for installation and configuration, financials, inventory and order processing for their team.
Solution:
NetCom created a custom training plan for them to satisfy all their needs. NetCom provided them with fifteen days of onsite training. The training prepared them for SQL server elective to get master certification in GP 9. The training solution included modules from Financial, Installation, Configuration, Inventory and order processing along with SQL Server training. NetCom provided them with exam vouchers, books and custom certification preparation they need for the training.The six students trained were the ones responsible for the Department of Corrections networks for the entire state of Washington. Instead of continuing to hire experts to administer and maintain their system, they invested in education to raise their own in house GP experts.
The training helped improved their productivity. They cut down their costs significantly by implementing the software in-house rather than outsourcing. Microsoft Dynamics GP integrated with Microsoft SQL Server training from NetCom helped them deliver on a long-term vision of community safety by installing and configuring their financials by inventory and order processing.
Custom Great Plains and BizTalk Training
Published On: 14 April 2008
Customer: Universidad de las Americas Puebla
Location: Puebla, Mxico
Industry: Education::Colleges & Universities
The Universidad de las Américas Puebla (UDLA) was founded in 1940 as the Mexico City College and the first twelve students graduated in 1944. The Universidad de las Américas was accepted as a member of the Southern Association of Colleges and Schools (SACS) in 1959.The UDLA's academic programs have been officially accredited by the Department of Public Education since 1976. In 1985 the university officially changed its name to Fundación Universidad de las Américas Puebla.
Business Needs:
"We need to learn more about Great Plains and the different options we have to extend its functionality" said Hugo Lopez, Training coordinator of Universidad de las Americas Puebla. UDLA had implemented Microsoft Dynamics GP as an Enterprise Resource Planning (ERP) but was having problems with its implementation as people in their IT department were not trained in GP. UDLA started looking for GP training in Mexico but was unsuccessful in finding the training to satisfy their needs. When UDLA contacted NetCom, they wanted to send two people to US for the Dynamics GP training.
Solution:
Universidad de las Americas Pueblas goal was to gain the in-depth knowledge to customize and implement Microsoft Dynamics GP using Dexterity. Since there was no official courseware for Dexterity, NetCom created custom training as per their needs. NetCom also provided them custom training at their site in Mexico where they could train a group of employees. This also helped them circumvent immigration issues with their employees getting VISA to the US.NetCom sent a bilingual (English and Spanish speaking) GP instructor to run the custom class for them. The training went on for three weeks and was very successful. "My Team and I are very happy with the training and with the instructor (hes a person who really knows a lot about the product). This training is going to be very useful in the projects that we are working on. We are so happy, that we are interested in some additional training" said Hugo. UDLA also requested BizTalk Server training for econnect. Again, NetCom created another custom plan for econnect training which was conducted over eight days.
Universidad de las Americas Pueblas IT department had already implemented Microsoft Dynamics GP as an (ERP) but now they were able to use its full functionality. They were very satisfied with the whole training and were able to customize Microsoft Dynamics GP and integrate it with the other applications with associated technology. They were also able to integrate econnect with BizTalk very efficiently.
Helping DHSoft become a CRM Partner
Published On: 14 April 2008
Customer: DHSoft
Location: Herndon, VA, US
Industry: Business Services
Founded in 1998, DHSoft, a Microsoft Certified Partner, is a privately held, veteran-owned company, headquartered in Herndon, Virginia and specializing in data insight-driven business performance solutions and services. DHSoft Insight-Driven Performance solutions enable companies to transform their data into insight and actionable intelligence about operational, financial, and customer behavioral activities and propensities. We help our clients reach the next level of business performance by implementing solutions which optimize data value, and generate greater levels of proactive insight and business-impacting performance resulting from improved data insight.
Business Needs:
DHSoft was looking to add CRM to the list of services to offer to its clients and expand its offering base.
Solution:
NetCom consulted with DHSoft to help them identify their needs, and set a training plan for DHSoft. DHSoft consultants attended NetComs CRM boot camp and additional training to gain their competency requirements and become a CRM partner.Subsequently, as DHSoft sold their first deals, NetCom provided the custom training to support their clients and provided training for their customers in New Jersey, Illinois, and South Dakota on CRM.
NetCom was able to help DHSoft become a Microsoft CRM Partner enabling various clients easy access to a qualified resource for their Microsoft CRM technology adoption and increasing the capacity of the Microsoft Partner channel.
Dynamics AX Training Advances the Success of Dynamics Implementation for a Global Oil Company
Published On: 7 February 2013
Customer: Transcor Astra Group
Location: Houston, TX
Transcor Astra Group principal businesses include the refining, storage, distribution and trading of crude oil, oil products, natural gas, coal and coke. Transcor Astra Group is also active in the Alternative Energy sector. The Group operates worldwide, covering North America, Europe, Africa, Latin America and Asia.
Business Needs:
Microsoft Dynamics AX was chosen as the corporate global accounting package for a trading and supply corporation in the oil and gas industry. Current staff at the company had no prior experience with the application and needed to get up to speed with the software as quickly as possible particularly in the area of implementation and usage. Their needs included understanding the full capabilities and functionality of the application in addition to becoming proficient in navigating it. Microsoft Dynamics AX is a business application that is geared toward supporting global enterprises with functionality in financial management, human resources, manufacturing, supply chain, management, procurement and sourcing, project management, sales and business intelligence.
Solution:
NetCom Learning, a Microsoft Learning Partner of the Year and leader in providing business training solutions, came up with a solution that met with the immediate need to have staff trained as quickly as possible and recommended a two course Accelerated training solution in Microsoft Dynamics AX 2012 in financials and Trade and Logistics.
The client reports that at the end of the training they felt they had achieved the objectives of the training and felt comfortable with both the implementation and usage aspects of the Microsoft Dynamics AX system. The individuals that were trained in the Accelerated Microsoft Dynamics Financial and Supply Chain Management application were able to go implement their knowledge immediately after taking the coursework. The training allowed the company to commence implementing the application soon after. The client commented that, Our instructor presented the course materials with a depth of knowledge . He was able to answer our questions both within the scope of the covered materials, as well as with with the aim of helping us build a vision on how to implement and maximize our return.
Meeting the Challenge of ERP Integration- Bemis Integrates Separate ERP Systems with Microsoft Dynamics AX
Published On: 7 February 2008
Customer: Bemis Associates Inc.
Location: New York, NY, US
Business Needs:
Our challenge as a company was to tie all of the separate office ERP systems together, said Sandra Regan, Bemis application developer. Internally, we were overloaded with the development of forms, reports and different types of functionality which came with these systems being separate. We recognized that ultimately integrating the ERP systems was the key to economizing the IT workload.After looking at several different integration and application development platforms, Bemis IT made the decision to use Microsoft Dynamics AX, which automates and helps improve financial, customer relationship, and supply chain management systems.We were excited about Dynamics AX, and the next step for us was getting trained in it, said Sandra Regan. We recognized that our training would be highly specialized, and we turned to NetCom because of its reputation as a premier Microsoft business partner.
Solution:
Bemis IT training goal was to obtain a solid foundation in Microsoft Dynamics AX, with strong knowledge of how the software worked. Once this was achieved, Bemis planned to move forward with analyzing its business processes and architecting its overall data and workflow integration plan for its office ERP.We sent four application programmers to two weeks of NetCom training on Microsoft Dynamics AX, said Sandra Regan. Each week consisted of a full five days of training. We learned about Dynamics AX and its capabilities, and also spent concentrated time in hands-on laboratory exercises and case studies. At the end of the training, there was a final project that all of the students collaborated on.The training was so effective because we came away with a collaborative project under our belts, and we felt confident that we could immediately start using what we had learned on our own IT initiatives.
Bemis has already used its newly acquired skills in system data manipulation, forecasting and reporting. It will continue to apply Dynamics AX solutions as more business processes are defined and modeled for optimum integration.We had a history of not being able to get to where we needed to go with other training programs we had used in the past, said Regan, But NetCom's flexibility and expert instruction met all of our training needs.This training has accelerated our development capacity to where we are already addressing and solving the business needs that had challenged us in the past.
Microsoft Axapta Training Gets LINAK U.S. On-Track for Inventory Management
Published On: 16 July 2008
Customer: Linak U.S.
Location: Louisville, Kentucky, US
Industry: Electronics::Electrical Products
Beginning eleven years ago as a North and South American distributor for its parent company in Denmark, LINAK U.S. sells and manufactures linear activator systems for solar tracking. The company has over 300 employees at its Louisville, Kentucky headquarters, along with 21 sales offices in the U.S. and Canada, and four separate subsidiaries in South America and Mexico. Central to this distributed organization is the ability to take orders, schedule manufacturing to meet those orders, and then ship and invoice product.
Business Needs:
Recognizing that an Enterprise Requirements Planning (ERP) system was needed in its U.S. and other regional offices, LINAK U.S's parent company in Denmark provisioned an ERP system for each regional organization. The selected ERP software was Microsoft Axapta. Axapta was duly installed and implemented at LINAK U.S., but management quickly realized that refinements to both overall logistics and to inventory components such as product pallet ids were required to effect shipments correctly and to perform FIFO (first in, first out) inventory management. Although LINAK U.S. was managing these logistics day to day, it was doing the management manually.
Solution:
LINAK U.S. needed to fully automate shipment processing and inventory management with pallet ids. To tackle the problem, LINAK U.S. called on NetCom to train LINAK U.S. in the operational logistics and applications of Axapta. "What NetCom accomplished really far exceeded training, said LINAK U.S. Manager of Manufacturing", Miguel Zamora II. "We actually used a test database of our existing data and ran the Axapta software against it. We benefited because the NetCom instructor not only understood Axapta, he understood how inventory management affected other parts of our business like the financials. He stepped us through the entire business process so we could identify the holes and develop an effective project plan to achieve full implementation."
LINAK U.S. used training and consulting from NetCom to "kick the tires" of the new Axapta software in a full test environment- and to see precisely which business processes needed to be implemented, and what tools and persons would be needed, to incorporate pallet ids, which would complete the infrastructure for logistics, inventory management and shipping. "Coming out of the training, we knew exactly what we needed to do, who would do it, and what pieces of software we needed to specify and develop to attain full integration of all system components in our logistics", said Miguel Zamora. "The NetCom instructor was extremely knowledgeable on the business as well as on the technology side. He understood the interactions between inventory and finances in a manufacturing environment, providing more than just general training. We came away from the training with full understanding of what we needed to achieve for the software, and how we were going to leverage its other capabilities in the future."
Helping Micro Strategies support Navision training for their client
Published On: 14 April 2008
Customer: Micro Strategies Inc.
Location: Denville , NJ, US
Industry: Computer Services
Established in 1983, Micro Strategies Inc., a Microsoft Gold Certified Partner, provides IT solutions for commercial businesses of all sizes. These include system analysis, network infrastructure, content management and collaboration, database application development, web/e-commerce development, security, analysis and remediation, remote access and digital voice recording. Their enterprise IT solutions include storage systems, advanced infrastructure configurations, mid-range systems, disaster recovery, server consolidation/virtualization, and hosting services. Their SMB clients enjoy full end-to-end solutions including network infrastructure, application development and implementation, desktop configuration and deployment, system compliance and management. Regardless of size and scope of the engagement, the Micro Strategies solution approach provides a comprehensive framework for managing, delivery and measuring its IT related services.
Business Needs:
Micro Strategies is a company, very experienced in delivering business solutions and understanding their customer needs and recently became a new Navision partner. Micro Strategies sold their first few Navision deals but did not have the experience in rolling out and training customers on Navision.
Solution:
Micro Strategies PAM recommended NetCom provided Micro Strategies with training and support for their initial customer rollouts. Netcom worked with the Micro Strategies team to understand their clients needs in order to design and deliver a custom end-user training class for their customer 3 weeks before the go-live date. Then during the Go Live week, NetCom provided additional one-on-one training, provided additional onsite support, and added an experienced expert onsite, in implementing Navision to help insure a smooth transition for the customer.
By bringing in NetCom as a resource to support their initial Navision rollouts, Micro Strategies was able to: Provide customer with an expert trainer with many years of experience, to prepare employees for a smooth rollout to the new system. Have the practical experience on hand to assist with best practices and avoid pitfalls of rolling out a new technology Focus on customer business needs Drive a successful implementation and a happy customer. Gain additional knowledge and experience to continue building their NAV practice and expertise Develop a relationship with a trusted, non-competitive partner that can provide resources to support their growth in Navision. NetCom has been instrumental in helping a number of new partners start and grow their Dynamics business. We assisted them in navigating the Partner program to gain their professional certifications, their MCT, and/or achieve their competencies. We continue to partner with them to drive expert solutions to our customers.
Enterprise Cape Breton Corporation (ECBC) Migration to Dynamics SL 7.0
Published On: 29 July 2009
Customer: Enterprise Cape Breton Corporation
Location: Mulgrave - Nova Scotia, Canada
Industry: Federal Government::Affiliated or Foreign
Enterprise Cape Breton Corporation (ECBC) is a Canadian Federal Crown organization which advocates and integrates economic development throughout Cape Breton Island and nearing areas within the eastern Nova Scotia region of Mulgrave.
Founded in 1987, ECBC was created to provide economic development resources. Focus was set to the economically despondent region which was undergoing adjustment from a resource-based economy centered on the coal and steel industries.
Business Needs:
ECBC implements Microsoft Dynamics SL as its primary financial platform. Dynamics SL is a business management solution specialized to help organizations obtain reports and business analysis, while increasing efficiency, accuracy, and customer satisfaction.
Microsoft Dynamics is an extremely crucial tool for the organization. ECBC wanted its staff to stay current and updated with advancing SL technologies, in turn allowing the utilization of the latest patches in order to capitalize on improved functionality; providing an increase in business productivity.
ECBC has a dedicated team of 5 users who apply Microsoft Dynamics SL to efficiently manage the disbursement of large sums of project dollars to local clients.
ECBC wanted to transition to SL 7.0, yet the IT team was hesitant:
The in-house expertise was limited to what was learned by trial and error.
The cost of not properly implementing the new technology was high.
To do it right the first time, they chose NetCom as their preferred training provider.
"It was a pain staking effort to update from version to version each time learning a little bit more. I thought I had a handle on it but wanted to make sure I was doing things properly so I searched the internet for training facilities and after reading about [NetCom] decided this was the place for me," said Kevin Kelly, IT systems administrator for ECBC.
Solution:
NetCom's unique solution was tailored to the specific needs of ECBC's IT staff. NetCom used a mentoring approach and provided one-on-one instruction in order to fill the knowledge gaps.
Kevin Kelly, commented about NetCom's unique mentoring approach: "I could monopolize [the instructors] time to make sure I understood the answer that may not have been possible with multiple students in the class each with their own questions they would like answered."
Some highlights of NetCom's unique solution were:
Very few Learning Solutions partners offer this training
NetCom conducted an assessment of the needs and client background to assess the best solution
NetCom's in-house subject matter experts provided a customized solution to meet ECBC's needs
NetCom used a mentoring approach and provided one-on-one instruction to fill the knowledge gaps
NetCom offered a customer focused approach and its dedicated travel staff helped arrange travel for the IT staff traveling to NetCom's New York City location
In a very cost and time effective manner, ECBC IT staff was able to gain the skills they needed
Once the initial round of training proved successful, other IT staff members were scheduled for training. The IT Director was pleased with the success of the training and the return on training investment. The finance department users, including finance manager were more confident of the IT staffs capabilities as they could now explain to her the intricate details of how the software worked.
The resulting deployment of Microsoft Software for Dynamics SL was hugely successful as a result of this training, and the IT staff is more confident and efficient than ever before.
Some highlights were:
Team Directors were extremely pleased with the deployment
Increased productivity of the end-users with a better, stronger tool
Increased confidence of Finance department in IT department
Better team relationship between Finance and IT departments,
The IT department is now becoming a strategic asset to ECBC
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.
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
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
With NetCom’s private training programs, you decide where and when courses are held. Tailor the training to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique. Save money by doing bulk customized training. Learn more about Private Onsite 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
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.
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.
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. 
With NetCom’s private training programs, you decide where and when courses are held. Tailor the training to reflect your industry, corporate culture, goals and schedule. You pick the course content, length of training and instructional technique. Save money by doing bulk customized 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.
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