80289, What’s New in Microsoft Dynamics CRM 2011

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

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.

Before attending this course, students must have:

• General knowledge of Microsoft Dynamics CRM 4.0

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.

Module 1: Introduction

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

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

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

Module 3: Customizing and Extending Microsoft Dynamics CRM 2011

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

Module 4: Administration, Configuration, and Installation

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

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

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.