About this Course
This one-day instructor-led course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0.
Audience Profile
This course is intended primarily for Microsoft partners and customers who are already familiar with Microsoft Dynamics CRM 3.0. The material covers functionality that applies to a wide range of audiences, from business users to system administrators to developers.
At Course Completion
After completing this 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.
Course OutlineModule 1: OverviewThis module provides a brief overview of the main new features in Microsoft Dynamics CRM 4.0.Lessons
* Key New Features
Module 2: Installation and DeploymentThis module describes improvements to installation and deployment.Lessons
* Upgrading to Microsoft Dynamics CRM 4.0
* Versions and Licensing
* Server Setup Changes
* System Requirements
* Microsoft Dynamics CRM E-mail Router
* Microsoft Dynamics CRM for Outlook
Module 3: ConfigurationThis module describes an assortment of new features that control how organizations configure and implement Microsoft Dynamics CRM 4.0.Lessons
* Multiple Organizations
* Multilingual User Interface
* Multiple Currencies
* Add Users Wizard
Lab : Maintaining Multiple Organizations
* Add a new organization
* Add business units for the new organization
After completing this module, students will be able to:
* Identify how multi-tenancy provides more than one organization on a single Microsoft Dynamics CRM server
* Describe what the multilingual user interface does
* Describe the multicurrency feature
* Describe what the Add Users Wizard does
Module 4: Data ManagementThis module describes tools that improve the data import and data migration processes.Lessons
* Import Data Wizard
* Data Migration Manager
* Duplicate Detection
Lab : Enriching Data
* Export the data
* Edit the data
* Import the data
* View the results
After completing this module, students will be able to:
* Describe the new data import process
* Describe the new data migration process
* Describe the duplicate detection feature
Module 5: Microsoft Dynamics CRM for Outlook and Business ApplicationsThis module focuses on improvements to Microsoft Dynamics CRM for Outlook and enhancements in reporting and business application features.Lessons
* Changes in Microsoft Dynamics CRM for Outlook
* Feature and User Interface Changes
* Using the Report Wizard
* Other Reporting Changes
Module 6: CustomizationThis module describes several new features that enable organizations to customize Microsoft Dynamics CRM 4.0 to meet their business requirements.Lessons
* Entity Relationship Enhancements
* Importing and Exporting Customizations and Configurations
* View Enhancements
Lab : Import Customizations
* View contact before changes
* Import customizations
* View contact after changes
* Export customizations
After completing this module, students will be able to:
* Describe the new data import process
* Describe the new data migration process
* Describe the duplicate detection feature
Module 7: WorkflowThis module describes the improved workflow model.Lessons
* Workflow Access
* Workflow Improvements
Lab : Workflow Lifecycle
* Create the workflow
* Add a check condition
* Add a conditional branch
* Add a default action
* Publish the workflow
* Trigger the workflow
* Confirm that the workflow ran successfully
After completing this module, students will be able to:
* Describe how users have access to the workflow lifecycle
* Describe improvements to workflow functionality
Module 8: ProgrammabilityThis module provides a high-level overview of new features that help developers customize Microsoft Dynamics CRM 4.0 to address specific business needs.Lessons
* Event Framework
* Web Services
* Client-Side Features
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