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CRM

What's New in Microsoft Dynamics CRM 4.0
(Microsoft Training Course: 8910) - 1 day - £600 exc VAT



> Target Audience
This course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0. It is intended for individuals who are already familiar with Microsoft Dynamics CRM 3.0.
> Course outline
  1. Overview of Microsoft Dynamics CRM 4.0
  2. Installation and Deployment
  3. Configuration
  4. Data Management
  5. Microsoft Dynamics CRM for Outlook and Business Applications
  6. Customisation
  7. Workflow
  8. Programmability


Module 1: Overview of Microsoft Dynamics CRM 4.0
  • This module previews the key new features of Microsoft Dynamics CRM 4.0.
  • Microsoft Dynamics CRM Live
  • Installation
  • Configuration
  • Data Management
  • Microsoft Dynamics CRM for Outlook and Business Applications
  • Customisation
  • Workflow
  • Programmability
Skills
  • Describe the key new features of Microsoft Dynamics CRM 4.0.
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Module 2: Installation and Deployment
  • This module examines the new features in Microsoft Dynamics CRM 4.0 that control how organizations install the application.
  • Upgrading to Microsoft Dynamics CRM 4.0
  • Versions and Licensing Options
  • Server Setup Changes
  • System Requirements
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft Dynamics CRM for Outlook
Skills
  • Determine the most suitable version of Microsoft Dynamics CRM 4.0.
  • Determine the new system requirements for installing Microsoft Dynamics CRM 4.0.
  • Identify how Microsoft Dynamics CRM for Microsoft Office Outlook improves user experience.
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Module 3: Configuration
  • This module examines the new features in Microsoft Dynamics CRM 4.0 that control how organisations configure and implement the application.
  • Multi-tenancy
  • Multilingual User Interface (MUI)
  • Multi-currency
  • Add Users Wizard
Skills
  • Identify how the multi-tenancy feature enables more than one organisation to be installed on a single CRM Server.
  • Identify how Multilingual User Interface packs let users personalise their UI experience.
  • Examine how the multicurrency enhancement enables monetary transactions and attributes to be defined in multiple currencies.
  • Identify how the new Add Users Wizard replaces and extends the functionality of the User Manager tool.
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Module 4: Data Management
  • This module explains how data management has been improved in Microsoft Dynamics CRM 4.0 to ensure that users have the correct data in their system.
  • Import Data Wizard
  • Data Migration Manager
  • Establish Duplicate Detection Rules
Skills
  • Examine the new data import process.
  • Examine the new data migration process.
  • Explore the duplicate detection feature.
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Module 5: Microsoft Dynamics CRM for Outlook and Business Applications
  • This module describes the improvements to Microsoft Dynamics CRM for Outlook and enhancements in reporting and business application features.
  • Microsoft Office Outlook 2007 compatibility
  • Mail merge
  • Auto-resolution in the Lookup field
  • Converting activities to Leads and Cases
  • Report Wizard
  • Activity Report
  • Exporting to Excel and editing queries.
Skills
  • Describe improvements in Microsoft Dynamics CRM for Microsoft Office Outlook.
  • Review changes in functionality to the Lookup field, converting activities and mail merge.
  • Explore the reporting changes including the new wizard, data export for Microsoft Excel and activity report.
  • Explore the changes in export to Excel, Advanced Find, and the new Activity Report.
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Module 6: Customisation
  • This module reviews the customisation enhancements made in Microsoft Dynamics CRM 4.0.
  • Entity Relationship Enhancements
  • Import and Export customisations and configurations
  • View enhancements
Skills
  • Review the new types of entity relationships.
  • Identify the changes to the Customisation Import/Export functionality.
  • Examine the changes to Views so that all pertinent information is displayed.
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Module 7: Workflow
  • This module provides an overview of the improvements in the workflow model in Microsoft Dynamics CRM 4.0.
  • Create, run and monitor workflows
  • Supported record types
  • Event model enhancements
  • Extending workflows programmatically
Skills
  • Describe the web-based user interface for workflows.
  • Examine the expanded support for record types.
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Module 8: Programmability
  • This module provides a brief overview of the most significant new features for extending Microsoft Dynamics CRM 4.0 programmatically.
  • Event Framework
  • Plug-ins and Multi-Tenancy
  • Web Services
  • ASP.NET AJAX Support
Skills
  • Examine important changes to the event framework, including plug-ins.
  • Review major enhancements to the web services.
  • Identify new client-side programming features.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • Familiarity with Microsoft Dynamics CRM 3.0.
> Purpose
After completing the course, students will be able to describe key new features of Microsoft Dynamics CRM 4.0; add an organization and add business units to it; export, edit and import data by using the Import Data Wizard; import a customization; create, publish and monitor a simple workflow.