Exclusive
CRM

What's New in Microsoft CRM 3.0 - Technical
(Microsoft Training Course: F1023) - 1 day - £600 exc VAT



> Target Audience
THIS COURSE HAS NOW RETIRED. PLEASE SEE THE SUPPLEMENTARY INFORMATION FOR DETAILS OF ALTERNATIVE COURSES.
This course provides students with the knowledge and skills to recognize the key differences in the new features found in Microsoft CRM 3.0. It is intended for people who plan to install, implement, configure, customize, consult, or support Microsoft CRM.
NB. This course was prepared with pre-release versions of Microsoft CRM 3.0. Discrepancies may occur between functionality or field names described in the manual and found in the version you have.
> Course outline
  1. Technical Goals for Microsoft CRM 3.0
  2. Upgrade
  3. Enhanced Installation
  4. Licensing
  5. Microsoft CRM 3.0 Small Business Edition
  6. Enhanced Administration
  7. Microsoft CRM Client for Microsoft Office Outlook
  8. Reports
  9. Custom Entities
  10. Easier Customizations
  11. Workflow Enhancements
  12. Enhanced E-mail
  13. SDK Redesign

Supplementary InformationThis course has now retired and is no longer available.
Module 1: Technical Goals for Microsoft CRM 3.0
  • Overview of Design Goals
  • Overview of New Application Features
Skills
  • Understand the high level technical goals of Microsoft CRM 3.0.
  • Recognize some of the new or enhanced features in the application area of Microsoft CRM 3.0.
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Module 2: Upgrade
  • The Upgrade Process
  • Features of the Upgrade Process
  • Upgrading Customizations
  • Upgrading Existing Security Roles
  • Upgrading User Licenses
Skills
  • Understand the features associated with the upgrade process.
  • Understand the additional software configurations that occur during the upgrade process.
  • Understand the steps involved in upgrading both the Microsoft CRM Server and the Microsoft CRM client for Microsoft Outlook.
  • Upgrade Microsoft CRM 1.2 to Microsoft CRM 3.0.
  • Understand how existing security roles and user licenses are upgraded.
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Module 3: Enhanced Installation
  • Microsoft CRM Server 3.0 Installation Enhancements
  • Enhancements in Microsoft CRM 3.0 Sample Data
Skills
  • Identify the enhancements made to the Microsoft CRM Server in 3.0.
  • Install Microsoft CRM Server 3.0.
  • Identify the enhancements made to the Microsoft CRM 3.0 sample data and sample data load process.
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Module 4: Licensing
  • Microsoft CRM 3.0 Licensing Model
Skills
  • Understand the new Microsoft Personal Identification (PID), used by all other Microsoft products.
  • Understand how PID generates separate Microsoft CRM Server and Users license keys.
  • Understand that Microsoft CRM 3.0 comes in Professional and SBE server licenses.
  • Understand that user licenses can be purchased in increments of 1, 5, or 20.
  • Understand the user count exceptions to the server license when purchased as a bundled license.
  • Understand that a 90-day trial version of Microsoft CRM is available.
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Module 5: Microsoft CRM 3.0 Small Business Edition
  • Microsoft CRM 3.0 Small Business Edition
Skills
  • Identify the design goals of the Small Business Edition of Microsoft CRM.
  • Identify the features unique to the Small Business Edition.
  • Understand the simplified installation steps for the Small Business Edition.
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Module 6: Enhanced Administration
  • Administrator License
  • User Licenses
  • Security Enhancements in Microsoft CRM 3.0
Skills
  • Understand the role of the Administrator License.
  • Identify the characteristics of Microsoft CRM’s user management structure.
  • Identify the enhancements to the security model.
  • Understand how inherited security roles are maintained.
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Module 7: Microsoft CRM Client for Microsoft Office Outlook
  • The Microsoft CRM 3.0 Clients for Microsoft Office Outlook
  • Installing the Microsoft CRM 3.0 Clients for Microsoft Office Outlook
Skills
  • Understand the enhancements that were made to the Microsoft CRM 3.0 client for Microsoft Office Outlook.
  • Understand the offline capabilities of the Microsoft CRM Laptop Client for Outlook.
  • Understand the new schedulable synchronization capabilities while working offline.
  • Understand the prerequisites and methods for installing the Microsoft CRM clients for Outlook.
  • Understand the installation procedures for the two types of Microsoft CRM clients for Outlook.
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Module 8: Reports
  • Core Concepts
  • Transition to SQL Reporting Services
  • SQL Reporting Services Overview
  • Microsoft CRM Reporting Features
  • Creating Excel Reports
  • Edit and Organize Reports
  • Deploying and Removing Reporting Services Reports
  • Control Access to Reports
  • Reporting Services Report Designers
  • Modify Existing Reports
  • Microsoft CRM Pre-filtering
Skills
  • Understand the transition from Crystal Reports to SQL Reporting Services.
  • Understand how Microsoft CRM 3.0 uses SQL Server 2000 Reporting Services.
  • Understand Microsoft CRM Reporting features.
  • Create Excel report from Microsoft CRM.
  • Edit and organize reports.
  • Deploy and remove reports.
  • Control who can view or create reports.
  • Modify existing Reporting Services Reports.
  • Specify how report data is filtered.
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Module 9: Custom Entities
  • Custom Entities and System Entities
  • Planning a Custom Entity
  • Ownership Type
  • Entity Relationships
  • Cascading Behavior
  • Working with Custom Entities
  • Configuring a Custom Entity
  • Default entity Attributes and Features
  • Entity Icons
  • Deleting a Custom Entity
  • Defining Relationships
  • Entity Mapping
Skills
  • Understand the use of Custom Entities and their features, including Ownership Type, Entity Relationships, Cascading Behavior, Entity Security, and Customizations.
  • Gain knowledge of considerations and limitations that affect planning the creation of a Custom Entity.
  • Understand the cascading behavior in Microsoft CRM which allows users to control how certain actions taken on a parent record affect any child records.
  • Apply security and customizations to Custom Entities.
  • Learn how to use mapping to facilitate data entry when creating new records that are related to a parent record.
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Module 10: Easier Customizations
  • Exporting and Importing Customizations
  • IISRESET
  • Client-Side Events
  • IFrame
  • IFRAME Properties
  • Customization Attributes – Less Table Limitations
  • Customizable Entities – Activities
Skills
  • Understand the capabilities of importing/exporting customized entities.
  • Understand the additional Client-Side Events available in Microsoft CRM 3.0.
  • Understand IFrames and include an IFrame in Microsoft CRM forms.
  • Understand various changes that make customizations easier: ISRESET is no longer necessary when publishing customizations; greater number of Custom Attributes than in previous versions; and activities can now be customized.
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Module 11: Workflow Enhancements
  • Workflow Available with More Entities
  • Call Assembly Action
  • Improved Date Support
  • Using Dynamic Text in Workflow
Skills
  • Understand how workflow has been enabled for activities and custom entities.
  • Understand the Call Assembly action.
  • Understand the improved date support offered in Microsoft CRM 3.0.
  • Understand Dynamic Text for Notes and Activities.
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Module 12: Enhanced E-mail
  • Microsoft CRM Exchange E-mail Router
Skills
  • Understand the role of the Microsoft Exchange E-mail Router.
  • Understand the new E-mail Strategy.
  • Understand the Inbound and Outbound Processing Flows.
  • Understand the installation changes for the Exchange Router.
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Module 13: SDK Redesign
  • New SDK
  • Web Services
  • Client-Side SDK
  • Metadata Browser
  • ISV Extensions Privileges
  • Sample Code
  • Multiple Language Samples
  • SiteMap
  • Pre-Callouts
Skills
  • Understand the differences between the Microsoft CRM 3.0 and Microsoft CRM 1.2 SDK.
  • Utilize the SDK to create solutions.
  • Customize the Navigation Pane by modifying the Organization entity SiteMap attribute.
  • Become familiar with the uses and processes of pre-callouts.
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> Pre-Requisites
Before attending this course, students should have the following pre-requisites:
  • A working knowledge of Microsoft CRM 1.2.
> Purpose
After completing this course, students will be able to understand the high level Technical Goals of Microsoft CRM 3.0; identify the new or enhanced features in the application areas of Microsoft CRM 3.0; understand the new and enhanced upgrade features and procedures; understand the new or enhanced installation procedures; understand the new Microsoft CRM licensing model; understand the design goals and the features unique to the Small Business Edition of Microsoft CRM 3.0; identify the administration enhancements, specifically licenses and security; understand the enhancements made to the Microsoft CRM 3.0 client for Microsoft Office Outlook; understand the new SQL Server 2000 Reporting Services reporting engine; understand the use of Custom Entities and their features; understand how customizations have been made easier in Microsoft CRM 3.0; understand the enhancements made to the Workflow functionality in Microsoft CRM 3.0; identify the significant changes made to the Exchange Router within Microsoft CRM e-mail; understand the redesign of SDK in Microsoft CRM 3.0.
> Supplementary Information
This course has now retired and is no longer available.