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MS-80289 - What's New in Microsoft Dynamics CRM 2011

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Duration: 1 Day

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Course Information

Course Description

T​​his one-day instructor-led course, What's New in Microsoft Dynamics CRM 2011, provides students with the tools and information to help them better understand and identify the new and enhanced features of Microsoft Dynamics CRM 2011.

Course Objectives

​After completing this course, students will be able to:

  • Describe how Microsoft Dynamics CRM 2011 improves user experience.
  • Identify how Microsoft Dynamics CRM 2011 provides more personalization for users.
  • Assess how Microsoft Dynamics CRM 2011 increases collaboration and opportunity for business intelligence and analysis.
  • Describe basic customization and extension capabilities of Microsoft Dynamics CRM 2011.
  • List the latest improvements to the installation process, hardware and software requirements, administration features, and additional configuration options in Microsoft Dynamics CRM 2011.

Course Audience

This course is intended for customers and partners, who want to learn the basic new features and functionality in Microsoft Dynamics CRM 2011. Training is recommended for anyone who plans to use, implement, maintain, customize, or support Microsoft Dynamics 2011. This course is also recommended for people who have a background in the use of previous versions of Microsoft Dynamics CRM.

Course Outline

​Module 1: Introduction

This module provides a general overview of the features and benefits of using Microsoft Dynamics CRM 2011.

Lessons

User Productivity - Features and Benefits

Collaboration - Features and Benefits

Analysis and Visualizations - Features and Benefits

Connections, Recurring Activities, and Goal Management - Features and Benefits

Customization and Extensibility - Features and Benefits

Administration and Configuration - Features and Benefits

After completing this module, students will be able to:

Identify the features and benefits of using Microsoft Dynamics CRM 2011

Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity

This module focuses on the specific improvements to the application modules, in addition to enhancements to user productivity. This module will focus on a number of topics such as navigation changes, visualizations and analytics, personalization of the application, Microsoft Dynamics CRM Client for Microsoft Outlook changes, data import, team ownership, goal management, and many other features and enhancements.

Lessons

Productivity Features

Visualizations

Personalization and Dashboards

Microsoft Dynamics CRM Client for Microsoft Outlook

Connections

Data Import

Team Ownership

Goal Management

Dynamics Marketing Lists

Recurring Activities

Lab: Creating a Personal Dashboard and Visualizations

Create a personal dashboard

Lab: Setting Goals

Create a new goal for a CRM user

Create rollup queries

Define goal metrics

Lab: Importing Data

Map data from a Microsoft Excel Spreadsheet

Create data map

Automatically create a custom entity and attributes tied to the imported data

After completing this module, students will be able to:

Explore and identify new features of Microsoft Dynamics CRM 2011 that impact user productivity.

Demonstrate and use improvements to the sales, marketing, and service modules.

Module 3: Customizing and Extending Microsoft Dynamics CRM 2011

This module covers the improvements made to the basic entity customization functionality, in addition to enhancements to additional extensibility components such as workflows, dialogs, web resources, solution management, and integration with Microsoft Office SharePoint Server.

Lessons

Overview of Customization Environment

Entity and Form Customizations

Chart and View Customizations

Microsoft Office SharePoint server Configuration

Custom Activities

Dashboards

Web Resources

Connection Roles

Processes: Workflows and Dialogs

Customization Management

Integrations: Microsoft Office SharePoint Server and Windows Azure Platform

Lab: Custom Entity Creation

Create a custom entity

Create custom attributes

Modify a form

Lab: Custom Activity Creation and Use

Create a custom activity entity

Lab: Creating a Dialog Process

Create a custom dialog process

Lab: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms

Install the Microsoft Dynamics CRM List component

Configure the integration with Microsoft Office SharePoint Server

After completing this module, students will be able to:

Explain changes to basic customization capabilities

Demonstrate the use of custom activities

Explain the use of Workflows and Dialogs

Identify various integration functionality

Create and manage a customization environment

Module 4: Administration, Configuration, and Installation

This module focuses on the hardware and software requirements for Microsoft Dynamics CRM 2011, improvements to the installation process, and an overview of upgrade considerations. This module will cover changes to the Deployment Manager, in addition to licensing and auditing functionality new to this version.

Lessons

Editions of Microsoft Dynamics CRM 2011

Hardware and Software Specifications

Server Roles

Installation Components

Upgrade Considerations

Microsoft Dynamics CRM Reporting Extensions

Deployment Manager

Organization Settings

Licensing

Auditing

After completing this module, students will be able to:

Explain the different editions of Microsoft Dynamics CRM 2011

Outline the hardware and software specifications

Identify upgrade considerations

Demonstrate the use of the auditing functionality

Module 5: Configuration and Settings

This module introduces the changes to the Microsoft Dynamics CRM 2011 server settings, and additional personal options that are new to this version. Additionally, this module introduces role based forms and field level security.

Lessons

Business Units

User Management

Data Management

Document Management

Audit Management

Microsoft Dynamics CRM Client for Microsoft Outlook Settings and Administration

Role Based Forms

Field-Level Security

Lab: Working with Field-Level Security

Create a new attribute that is enabled to use field level security

Create a field level security profile

After completing this module, students will be able to:

Outline the changes to system and personal settings

Demonstrate the use of role-based forms

Configure and deploy field-level security


Course Prerequisites

Course Schedule
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