Microsoft Dynamics: CRM 4.0 Boot Camp

Description

This 6-day boot camp is a combination of the following official Microsoft courses:

  • 8911: Installation and Deployment in Microsoft Dynamics CRM 4.0 (Exam MB2-867)
  • 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0 (Exam MB2-866)
  • 8913: Applications in Microsoft Dynamics CRM 4.0 (Exam MB2-868)


This instructor-led course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. The course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook.

This course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as business units, users, teams, security privileges and roles, teams, security privileges and roles, system settings, multilingual user interface language packs, currency exchange rates, and multiple organizations. The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize forms, views, entities, attributes, relationships, and entity mappings.

The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features such as Application Event Programming, Client Extensions, Workflow, SiteMap, URL Addressable Forms, IFrames, and SDK. This course provides students with the necessary tools to use Microsoft Dynamics CRM 4.0. The course focuses on the user interface and application functionality, specifically: Sales, Marketing Automation, Service, and Service Scheduling.



After completing this course, students will be able to:

  • Identify the Hardware and Software requirements for the various Microsoft Dynamics CRM deployment scenarios.
  • This course syllabus should be used to determine whether the course is appropriate for the students, based on their current skills and technical training needs.
  • Course content, prices, and availability are subject to change without notice.
  • Execute the pre-installation checklist requirements that must be in place before installing Microsoft Dynamics CRM Server.
  • Complete the Installation procedures for the Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM E-mail Router.
  • Complete the Post-installation review that verifies the validity of the installation.
  • Complete several Post-installation tasks. This includes loading of sample data.
  • Upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0.
  • Uninstall Microsoft Dynamics CRM 4.0.
  • Configure a company’s organizational structure within Microsoft Dynamics CRM
  • Add user accounts
  • Create and maintain security roles
  • Create teams of users
  • Create and configure multiple organizations within one implementation
  • Configure system settings, currency exchange rates, and multilingual user interface language packs
  • Import and export customizations
  • Customize forms and views
  • Customize database entities and attributes
  • Customize entity relationships and mappings
  • Identify areas where advanced customization functionality can be implemented
  • Use the Microsoft Dynamics CRM user interface and application terminology
  • Develop basic and advanced navigation and record maintenance
  • Access the Microsoft Dynamics for Outlook functionality, including synchronization
  • Perform planning and budgeting tasks related to marketing campaigns
  • Create and manage customer lists
  • Create marketing campaigns
  • Manage campaigns and track campaign responses
  • Create and maintain account, contact, and activity record management
  • Schedule, administer, and define services
  • Use the advanced find functionality to evaluate customer data
  • Access and maintain contracts, cases, the knowledge base, and queues.
  • Create and manage accounts, contacts, leads, opportunities, and activities.
  • Use the sales functionality, including lead, opportunity, quotes, orders, invoices, and the product catalog.

Prerequisites

Before attending this course, students must have:

  • Working knowledge of Microsoft Dynamics Windows Server 2003, Active Directory, Internet Information Services (IIS), Microsoft Exchange, Microsoft SQL Server 2005, and Microsoft Outlook.
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