Software Development & Education Center. Microsoft Dynamics

Transcription

1 Software Development & Education Center Microsoft Dynamics CRM 2011

2 Exam MB2-886, Course 80294B Microsoft Dynamics CRM 2011 Customization and Configuration About this Course This course describes the techniques required to customize Microsoft Dynamics CRM to meet the specialized needs of businesses. The topics covered include Security; creation and configuration of entities; design of forms views and charts; auditing and Solutions. The course describes each topic and how each topic relates to the other topics to produce a full configured, effective solution. Audience Profile This course is intended for both novice and experienced customizers of Microsoft Dynamics CRM who are familiar with the end-user principles of the software. No programming skills are required, but a basic understanding of database principles will be an advantage. Prerequisites Before attending this course, students must have: A working knowledge of how to use Microsoft Dynamics CRM It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

3 At Course Completion After completing this course, students will be able to: Design and implement strategies for the creation of Business Units and Security Roles Create and configure Microsoft Dynamics CRM Users and Teams Describe the principles of customizing the system Create and configure fields for both custom and system entities Create and configure custom entities, including standard and activity entities Design, create and configure relationships between entities Create and configure Views, Charts and Forms for both system and custom entities Implement Field Security in Microsoft Dynamics CRM Configure and monitor audition on Microsoft Dynamics CRM components Design, create and configure Solutions in Microsoft Dynamics CRM; implementing both managed and unmanaged Solutions

4 Course Outline Module 1: Business Units and Security Roles This module explains how to create and configure Business Units in Microsoft Dynamics CRM. It also explains the design principles behind Security Roles, and how to create and modify new Security Roles. Business Units Managing Business Units Security Features Lab: Maintaining Business Units Identify why an organizational hierarchy is defined in Microsoft Dynamics CRM Identify the differences between the root business unit and all other business units Identify the guidelines that control maintenance of Business Units Create and maintain Business Units in Microsoft Dynamics CRM Identify the guidelines that control maintenance of business units Create and maintain business units in Microsoft Dynamics CRM Identify how privileges, access levels, and Security Roles are used by Microsoft Dynamics CRM to ensure data integrity and privacy Distinguish between entity-based privileges and task-based privileges Differentiate between the five types of access levels used within the Security Roles Identify how Microsoft Dynamics CRM uses Security Roles Identify the advantages of using the default Microsoft Dynamics CRM Security Roles Identify the properties of the system's two default administrative roles Define the relationship between roles and Business Units Create new Security Roles Create new Security Roles by copying privileges and access levels from existing Security Roles Identify best practices to follow when configuring Security Roles

5 Module 2: Configuring Users and Teams This module describes how to create and configure Users and Teams in Microsoft Dynamics CRM. The module explains the interaction between Active Directory and Users and examines how to assign Security Roles to both 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 This module describes the customization architecture of CRM. The principles behind Solutions and their components are introduced. Customization Methodology Who can Customize Microsoft Dynamics CRM? Types of Customizations Types of Customizations - Solutions Lab: Creating a Solution After completing this module, students will be able to: Recognize the importance of defining and using an effective implementation methodology as you develop customizations Identify how the Microsoft Dynamics CRM architecture influences how and where you customize Microsoft Dynamics CRM Recognize the types of customizations that can be made based on the default Microsoft Dynamics CRM security roles Recognize some of the ways that Microsoft Dynamics CRM can be customized

6 Identify which customizations require publishing and the various ways to publish your customizations Understand the use of Solutions Discover how you can re-use customizations by exporting Solutions made in one deployment and importing them into another Create a new Solution Identify the components of Solutions Identify the differences between Managed and Unmanaged Solutions Configure properties of Managed Solution Components Module 4: Customizing Fields This module explains the use of fields in Microsoft Dynamics CRM. The module describes the concept of data types and formats for fields; and, how to create them in for system and custom entities. 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 This module describes the concept of an entity in Microsoft Dynamics CRM. The module explains how to create new entities and the various configuration options available. It explains the difference between standard and activity entities and the different scenarios in which they can be used. Entity Concepts Modifying Custom Entities

7 Lab: Creating Custom Entities Lab: Modifying Entities Module 6: Customizing Relationships and Mappings This module explains the purpose of entity relationships in Microsoft Dynamics CRM. The module describes how to create and customize 1:N, N:1 and N:N relationships and explains the difference between native and manual N:N relationships. 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 This module explains the design, creation and customization of Views, Charts and Forms. Views design includes the use of filters and columns lists; and, the idea of system and personal views. The module goes on to explain how to create charts and how to configure charts for various Microsoft Dynamics CRM areas. Form design is covered in detail, including the use of web components on forms, form security and filtered lookups. 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

8 Module 8: Configuring Field Security This module explains the concept of field security in Microsoft Dynamics CRM. The module describes how to create and implement Field Security Profiles and how those profiles complement the other security mechanisms in Microsoft Dynamics CRM. 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 This module describes the auditing architecture of Microsoft Dynamics CRM. It explains how auditing can be enabled at three levels in Microsoft Dynamics CRM: system, entity and field. The module describes how to view and interpret auditing data. Enabling Auditing Viewing Audit Data Managing Audit Partitions Lab: Configure Auditing Module 10: Configuring Solutions This module builds on the principles described in module 3 to explain how to create and configure Solutions. The module describes the difference between managed and unmanaged Solutions and illustrates the methods used to export and import both types. Solutions Review Exporting and Importing Unmanaged Solutions Exporting and Importing Managed Solutions Lab: Unmanaged Solutions Lab: Exporting and Importing Managed Solutions

9 Industry Interface Program Projects Modular Assignments Mini Projects 1 Major Project Domains / Industry Retail Industry Banking & Finance Service E-Commerce Manufacturing & Production Web Application Development Research & Analytics HR & Consultancy FMCG Consumer Electronics Event Management Industry Telecom

10 Training & Performance Tracking Knowledge related to current technology aspects and corporate level deliverable & Continuous training and assessment to make you industry ready. Throughout the Training Curriculum Candidate will go through a Scheduled Assessment Process as below: Continues Assessments Practical Workshops Modular Assignments Case Studies & Analysis Presentations (Latest Trends & Technologies) Tech Seminars Technical Viva Observing live Models of various projects Domain Specific Industry Projects

11 Skills Development Workshop Communication is something which all of us do from the very first day of our life, yet there is a question that haunts us most of the time Did I express myself correctly in such and such situation? The answer to this question is really tricky, because in some cases we leave our signatures and good impression but in some others we even fail to get our idea clearly. It happens mostly because we don t know how to act in certain situations. Every time we fail we don t lose completely, we do learn something, but prior knowledge of the same thing could be more beneficial because then we could have turned that failure into success. The course / workshop would focus at many aspects of personality, like: Building positive relationships with peers & seniors Building self-confidence & Developing clear communication skills Exploring and working on factors that help or hinder effective interpersonal communication Learning impacts of non-verbal behavior & Dealing with difficult situations and difficult people Workshops Consists of Following Activities: Personality Development Group Discussions & Debates Seminars & Presentations Case Studies & Analysis Corporate Communication Development HR & Interview Skills Management Games & Simulations Aptitude, Logical & Reasoning Assessments & Development