Microsoft Dynamics CRM training

Microsoft Dynamics CRM Training deals with Customer engagement solutions which help companies deliver exceptional customer satisfaction, creating long-term relationships based on knowledge and trust.

MICROSOFT DYNAMICS CRM TRAINING CURRICULUM

MSCRM Basics

Course Snapshot

MSCRM Basics

MSCRM Introduction

MSCRM Architecture, Layers and Technology

MSCRM Basic Navigations

Accounts, Contacts, Activities

Customization & Solutions

Customization of System Entity, Custom Entity

Entity Creation, Attribute Creations

Form Creation, Section, Tabs, I frames,

Relationship (1:N, N:1, N:N)

Views creation

Templates creation (Email, Contract, KB)

Understanding Solutions

Import & Export Customization

Report Management

Dashboard Creations

Customizing Reports

Import and Exports of Reports

Customizing RDL files with Business Intelligence Studio (Basic)

Web services

Plugin Registration Tools

Writing and Registering Plugins

Deregistration of Plugins

Sy

ISV/Plugins

Plugin Registration Tools

Writing and Registering Plugins

Deregistration of Plugins

Sy

Components Management

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles

Business Units

Managing Business Units

Security Features

Lab : Maintaining Business Units

Lab : Copying and Creating Roles

Module 2: Configuring Users and Teams

User Management Overview

Adding and Maintaining User Accounts

Team Configuration

Lab : Managing User Accounts

Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology

Who can Customize Microsoft Dynamics CRM?

Types of Customizations

Types of Customizations – Solutions

Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts

Field Data Types

Field Properties

Creating Fields

Creating Option Sets

Lab : Creating a Custom Field

Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts

Modifying Custom Entities

Lab : Creating Custom Entities

Lab : Modifying Entities

Module 6: Customizing Relationships and Mappings

Types of Entity Relationships

Creating Entity Relationships

Entity Mapping

Lab : Create a Manual N:N Relationship

Lab : Create a Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities

View Customization Overview

Charts

Form Customization Overview

Other Form Objects

Creating New Forms

Lab : View Customization

Lab : Creating Charts

Lab : Forms Design

Module 8: Configuring Field Security

Field Security Scope

Field Security and Other Security Methods

Lab : Creating and Testing a Field Security Profile

Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing

Viewing Audit Data

Managing Audit Partitions

Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review

Exporting and Importing Unmanaged Solutions

Exporting and Importing Managed Solutions

Lab : Unmanaged Solutions

Lab : Exporting and Importing Managed Solutions

Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)

Module 1: Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Server

Microsoft Dynamics CRM for Office Outlook

Microsoft Dynamics CRM E-mail Router

Microsoft SQL Server 2008

Microsoft Dynamics CRM Reporting Extensions

Microsoft Dynamics CRM Language Packs

Microsoft SharePoint

Internet Information Services

Active Directory

Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning the Installation

Planning the Microsoft Dynamics CRM Deployment

Privileges for the Installation User

Supported Server Technologies

Hardware Requirements

Software Requirements

Active Directory and Microsoft Dynamics CRM 2011

Securing Network Traffic

Microsoft Dynamics CRM Offerings

Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

Microsoft Dynamics CRM Server Architecture

Components Installed During Server Setup

Microsoft Dynamics CRM Website

Required Installation Rights for Microsoft Dynamics CRM Server

Install Microsoft Dynamics CRM 2011 Server

Installation Troubleshooting

Post-Installation Tasks

Install Microsoft Dynamics CRM using the Command Line

Sample Data

Lab : Install Microsoft Dynamics CRM 2011 Server

Lab : Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Microsoft Dynamics CRM 2011 Reporting Overview

Microsoft Dynamics CRM Reporting Extensions

Installing Microsoft Dynamics CRM Reporting Extensions

Microsoft Dynamics CRM Reporting Authoring Extension

Lab : Install Reporting Extensions

curriculum_moduleModule 5: Installing and Deploying the E-mail Router

Understanding the E-mail Router

Install the E-mail Router and Rule Deployment Wizard

Configure the E-mail Router

Set Up a Forward Mailbox

Deploy Inbox Rules

Approve E-mail Addresses

Install the E-mail Router on Multiple Computers

Troubleshooting

Discussion – E-mail Router

Lab : Install the E-mail Router

Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview

Installation Requirements

Deployment Methods

Install Microsoft Dynamics CRM for Outlook

Configure Microsoft Dynamics CRM for Outlook

Configure User E-mail Settings

Installing Microsoft Dynamics CRM for Outlook using the Command Line

Using Microsoft Dynamics CRM for Outlook with Offline Capability

Lab : Install Microsoft Dynamics CRM for Outlook

Lab : Offline Capability

Module 7: Configure an Internet Facing Deployment

Overview of Claims-Based Authentication

General Requirements

Certificates

Install Active Directory Federation Services 2.0

Configure AD FS 2.0

Configure Claims-Based Authentication

Configure Internet-Facing Deployment

Module 8: Upgrading to Microsoft Dynamics CRM 2011

Upgrade Considerations

Upgrade Process Phases

Phase 1 – Prepare to Upgrade

Phase 2 – Establish the Test Environment

Phase 3 – Upgrade and Validate the Test Environment

Phase 4 – Upgrade and Validate the Production Deployment

Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server

Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server

Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server

Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router

Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook

Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

Redeploying Microsoft Dynamics CRM

Deployment Administrators

Create a New Organization

Manage Existing Organizations

Importing Organizations

Manage Servers

Configure Access from the Internet

Update Web Addresses

View License Information

Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers

Network Load Balancing

Clustering Microsoft SQL Server

High-availability Options for Other Supporting Components

Extending Microsoft Dynamics CRM 2011 (80295A)

Module 1: Extensibility Overview

Objectives

Introduction

Extensibility Platform and Features

Security Model

Business Model

Business Logic

Business Entity Components

Data Access Components and Platform

Helpful Skills

Resources

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Module 2: Common Platform Operations

Objectives

Introduction

WCF Web Services

Discovery Service

Early versus Late-Binding

Early-Bound Entity Class

Late-Bound Entity Class

Organization Service

Authentication and Authorization

Entity Information

Working with Data Types

Using the Create Method

Using the Retrieve Method

Using the Update Method

Using the Delete Method

Using the Retrieve Multiple Method

Summary

Test Your Knowledge

Solutions

Lab : 2.1: Creating Leads

Goal Description

Need a Little Help?

Step by Step

Lab :2.1: Account Management Application

Goal Description

Need a Little Help?

Step by Step

Module 3: Querying Data and Executing Operations

Objectives

Introduction

Querying in Microsoft Dynamics CRM 2011

Query Expression

QueryByAttitude

LINQ Queries

FetchXML

Filtered Views

OData

Execute Method

Requests and Responses

Using the MetadataService Web Service

Summary

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

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

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 : Creating a Plug-in

Module 6: Application Event Programming

Objectives

Introduction

Using Jscript Libraries

Form and Field Events

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

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

Module 8: Web Resources

Objectives

Introduction

Overview of Web Resources

Web Resource Management

Referencing Web Resources

Test Your Knowledge

Quick Interaction: Lessons Learned

Solutions

Technical

MSCRM Basics
MSCRM Introduction
MSCRM Architecture, Layers and Technology
MSCRM Basic Navigations
Accounts, Contacts, Activities

Customization Solutions

Customization of System Entity, Custom Entity
Entity Creation, Attribute Creations
Form Creation, Section, Tabs, I frames,
Relationship (1:N, N:1, N:N)
Views creation
Templates creation (Email, Contract, KB)
Understanding Solutions
Import Export Customization

Report Management

Dashboard Creations
Customizing Reports
Import and Exports of Reports
Customizing RDL files with Business Intelligence Studio (Basic)

Web services

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy

ISV/Plugins

Plugin Registration Tools
Writing and Registering Plugins
Deregistration of Plugins
Sy
Components Management

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)

Module 1: Business Units and Security Roles

Business Units
Managing Business Units
Security Features
Lab : Maintaining Business Units
Lab : Copying and Creating Roles

Module 2: Configuring Users and Teams

User Management Overview
Adding and Maintaining User Accounts
Team Configuration
Lab : Managing User Accounts
Lab : Managing Teams

Module 3: Customizing Microsoft Dynamics CRM Overview

Customization Methodology
Who can Customize Microsoft Dynamics CRM?
Types of Customizations
Types of Customizations – Solutions
Lab : Creating a Solution

Module 4: Customizing Fields

Customization Concepts
Field Data Types
Field Properties
Creating Fields
Creating Option Sets
Lab : Creating a Custom Field
Lab : Creating and Using a Separate Option Set

Module 5: Customizing Entities

Entity Concepts
Modifying Custom Entities
Lab : Creating Custom Entities
Lab : Modifying Entities

Module 6: Customizing Relationships and Mappings

Types of Entity Relationships
Creating Entity Relationships
Entity Mapping
Lab : Create a Manual N:N Relationship
Lab : Create a Mapping

Module 7: Customizing Forms, Views and Charts

Basic UI Customization Capabilities
View Customization Overview
Charts
Form Customization Overview
Other Form Objects
Creating New Forms
Lab : View Customization
Lab : Creating Charts
Lab : Forms Design

Module 8: Configuring Field Security

Field Security Scope
Field Security and Other Security Methods
Lab : Creating and Testing a Field Security Profile
Lab : Modify Field Security

Module 9: Configuring Auditing

Enabling Auditing
Viewing Audit Data
Managing Audit Partitions
Lab : Configure Auditing

Module 10: Configuring Solutions

Solutions Review
Exporting and Importing Unmanaged Solutions
Exporting and Importing Managed Solutions
Lab : Unmanaged Solutions
Lab : Exporting and Importing Managed Solutions

Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)

Module 1: Microsoft Dynamics CRM Components

Microsoft Dynamics CRM Components
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Office Outlook
Microsoft Dynamics CRM E-mail Router
Microsoft SQL Server 2008
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Microsoft SharePoint
Internet Information Services
Active Directory
Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning the Installation

Planning the Microsoft Dynamics CRM Deployment
Privileges for the Installation User
Supported Server Technologies
Hardware Requirements
Software Requirements
Active Directory and Microsoft Dynamics CRM 2011
Securing Network Traffic
Microsoft Dynamics CRM Offerings
Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

Microsoft Dynamics CRM Server Architecture
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM 2011 Server
Installation Troubleshooting
Post-Installation Tasks
Install Microsoft Dynamics CRM using the Command Line
Sample Data

Lab : Istall Microsoft Dynamics CRM 2011 Server

Lab : Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

Microsoft Dynamics CRM 2011 Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Installing Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Reporting Authoring Extension
Lab : Install Reporting Extensions

Module 5: Installing and Deploying the E-mail Router

Understanding the E-mail Router
Install the E-mail Router and Rule Deployment Wizard
Configure the E-mail Router
Set Up a Forward Mailbox
Deploy Inbox Rules
Approve E-mail Addresses
Install the E-mail Router on Multiple Computers
Troubleshooting
Discussion – E-mail Router
Lab : Install the E-mail Router
Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Outlook Overview
Installation Requirements
Deployment Methods
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User E-mail Settings
Installing Microsoft Dynamics CRM for Outlook using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Lab : Offline Capability

Module 7: Configure an Internet Facing Deployment

Overview of Claims-Based Authentication
General Requirements
Certificates
Install Active Directory Federation Services 2.0
Configure AD FS 2.0
Configure Claims-Based Authentication
Configure Internet-Facing Deployment

Module 8: Upgrading to Microsoft Dynamics CRM 2011

Upgrade Considerations
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

Redeploying Microsoft Dynamics CRM
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Importing Organizations
Manage Servers
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components

Extending Microsoft Dynamics CRM 2011 (80295A)

Module 1: Extensibility Overview

Objectives
Introduction
Extensibility Platform and Features
Security Model
Business Model
Business Logic
Business Entity Components
Data Access Components and Platform
Helpful Skills
Resources
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

Module 2: Common Platform Operations

Objectives
Introduction
WCF Web Services
Discovery Service
Early versus Late-Binding
Early-Bound Entity Class
Late-Bound Entity Class
Organization Service
Authentication and Authorization
Entity Information
Working with Data Types
Using the Create Method
Using the Retrieve Method
Using the Update Method
Using the Delete Method
Using the RetrieveMultipleMethod
Summary
Test Your Knowledge
Solutions

Lab : 2.1: Creating Leads

Goal Description
Need a Little Help?
Step by Step
Step by Step

Lab :2.1: Account Management Application

Goal Description
Need a Little Help?
Step by Step
Step by Step

Module 3: Querying Data and Executing Operations

Objectives
Introduction
Querying in Microsoft Dynamics CRM 2011
Query Expression
QueryByAttitude
LINQ Queries
FetchXML
Filtered Views
OData
Execute Method
Requests and Responses
Using the MetadataService Web Service
Summary
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions

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

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 : Creating a Plug-in

<p>&nbsp;<br>Module 6: Application Event Programming

Objectives
Introduction
Using Jscript Libraries
Form and Field Events
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

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

Module 8: Web Resources

Objectives
Introduction
Overview of Web Resources
Web Resource Management
Referencing Web Resources
Test Your Knowledge
Quick Interaction: Lessons Learned
Solutions.