MS Dynamics CRM Technical

Microsoft Dynamics CRM Technical Course Content

• MSCRM Basics
• MSCRM Introduction
• MSCRM Architecture, Layers and Technology
• MSCRM Basic Navigations
• Accounts, Contacts , Activities

Customization& Solutions

• Customization of System Entity, Custom Entity
• Entity Creation, Attribute Creations
• Form Creation, Section, Tabs, I frames,
• Relationship (1:N, N:1, N:N)
• Views creation
• Templates creation (Email, Contract, KB)
• Understanding Solutions
• Import & Export Customization

Report Management

• Dashboard Creations
• Customizing Reports
• Import and Exports of Reports
• Customizing RDL files with Business Intelligence Studio (Basic)

Web services

• Plugin Registration Tools
• Writing and Registering Plugins
• Deregistration of Plugins
• Sy

ISV/Plugins

• Plugin Registration Tools
• Writing and Registering Plugins
• Deregistration of Plugins
• Sy
• Components Management

Microsoft Dynamics CRM 2011 Customization and Configuration (80294A)
Module 1: Business Units and Security Roles

• Business Units
• Managing Business Units
• Security Features
• Lab : Maintaining Business Units
• Lab : Copying and Creating Roles

Module 2: Configuring 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

• Customization Methodology
• Who can Customize Microsoft Dynamics CRM?
• Types of Customizations
• Types of Customizations - Solutions
• Lab : Creating a Solution

Module 4: Customizing Fields

• 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

• Entity Concepts
• Modifying Custom Entities
• Lab : Creating Custom Entities
• Lab : Modifying Entities

Module 6: Customizing Relationships and Mappings

• 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

• 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

Module 8: Configuring Field Security

• 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

• Enabling Auditing
• Viewing Audit Data
• Managing Audit Partitions
• Lab : Configure Auditing

Module 10: Configuring Solutions

• Solutions Review
• Exporting and Importing Unmanaged Solutions
• Exporting and Importing Managed Solutions
• Lab : Unmanaged Solutions
• Lab : Exporting and Importing Managed Solutions

Microsoft Dynamics CRM 2011 Installation and Deployment (80296A)
Module 1: Microsoft Dynamics CRM Components

• Microsoft Dynamics CRM Components
• Microsoft Dynamics CRM Server
• Microsoft Dynamics CRM for Office Outlook
• Microsoft Dynamics CRM E-mail Router
• Microsoft SQL Server 2008
• Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Language Packs
• Microsoft SharePoint
• Internet Information Services
• Active Directory
• Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning the Installation

• Planning the Microsoft Dynamics CRM Deployment
• Privileges for the Installation User
• Supported Server Technologies
• Hardware Requirements
• Software Requirements
• Active Directory and Microsoft Dynamics CRM 2011
• Securing Network Traffic
• Microsoft Dynamics CRM Offerings
• Microsoft Dynamics CRM 2011 Licensing Model

Module 3: Microsoft Dynamics CRM Server Installation

• Microsoft Dynamics CRM Server Architecture
• Components Installed During Server Setup
• Microsoft Dynamics CRM Website
• Required Installation Rights for Microsoft Dynamics CRM Server
• Install Microsoft Dynamics CRM 2011 Server
• Installation Troubleshooting
• Post-Installation Tasks
• Install Microsoft Dynamics CRM using the Command Line
• Sample Data
• Lab : Istall Microsoft Dynamics CRM 2011 Server
• Lab : Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

• Microsoft Dynamics CRM 2011 Reporting Overview
• Microsoft Dynamics CRM Reporting Extensions
• Installing Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Reporting Authoring Extension
• Lab : Install Reporting Extensions

Module 5: Installing and Deploying the E-mail Router

• Understanding the E-mail Router
• Install the E-mail Router and Rule Deployment Wizard
• Configure the E-mail Router
• Set Up a Forward Mailbox
• Deploy Inbox Rules
• Approve E-mail Addresses
• Install the E-mail Router on Multiple Computers
• Troubleshooting
• Discussion - E-mail Router
• Lab : Install the E-mail Router
• Lab : Configure the E-mail Router

Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook

• Microsoft Dynamics CRM for Outlook Overview
• Installation Requirements
• Deployment Methods
• Install Microsoft Dynamics CRM for Outlook
• Configure Microsoft Dynamics CRM for Outlook
• Configure User E-mail Settings
• Installing Microsoft Dynamics CRM for Outlook using the Command Line
• Using Microsoft Dynamics CRM for Outlook with Offline Capability
• Lab : Install Microsoft Dynamics CRM for Outlook
• Lab : Offline Capability

Module 7: Configure an Internet Facing Deployment

• Overview of Claims-Based Authentication
• General Requirements
• Certificates
• Install Active Directory Federation Services 2.0
• Configure AD FS 2.0
• Configure Claims-Based Authentication
• Configure Internet-Facing Deployment

Module 8: Upgrading to Microsoft Dynamics CRM 2011

• Upgrade Considerations
• Upgrade Process Phases
• Phase 1 - Prepare to Upgrade
• Phase 2 - Establish the Test Environment
• Phase 3 - Upgrade and Validate the Test Environment
• Phase 4 - Upgrade and Validate the Production Deployment
• Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server
• Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
• Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
• Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
• Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
• Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager

• Redeploying Microsoft Dynamics CRM
• Deployment Administrators
• Create a New Organization
• Manage Existing Organizations
• Importing Organizations
• Manage Servers
• Configure Access from the Internet
• Update Web Addresses
• View License Information
• Upgrade the Microsoft Dynamics CRM Edition
• Lab : Duplicate Adventure Works Cycles Organization

Module 10: High Availability Options

• Install Microsoft Dynamics CRM Server on Multiple Computers
• Network Load Balancing
• Clustering Microsoft SQL Server
• High-availability Options for Other Supporting Components

Extending Microsoft Dynamics CRM 2011 (80295A)
Module 1: Extensibility Overview

• Objectives
• Introduction
• Extensibility Platform and Features
• Security Model
• Business Model
• Business Logic
• Business Entity Components
• Data Access Components and Platform
• Helpful Skills
• Resources
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 2: Common Platform Operations

• Objectives
• Introduction
• WCF Web Services
• Discovery Service
• Early versus Late-Binding
• Early-Bound Entity Class
• Late-Bound Entity Class
• Organization Service
• Authentication and Authorization
• Entity Information
• Working with Data Types
• Using the Create Method
• Using the Retrieve Method
• Using the Update Method
• Using the Delete Method
• Using the RetrieveMultipleMethod
• Summary
• Test Your Knowledge
• Solutions

Lab : 2.1: Creating Leads

• Goal Description
• Need a Little Help?
• Step by Step
• Step by Step

Lab :2.1: Account Management Application

• Goal Description
• Need a Little Help?
• Step by Step
• Step by Step

Module 3: Querying Data and Executing Operations

• Objectives
• Introduction
• Querying in Microsoft Dynamics CRM 2011
• Query Expression
• QueryByAttitude
• LINQ Queries
• FetchXML
• Filtered Views
• OData
• Execute Method
• Requests and Responses
• Using the MetadataService Web Service
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 4: Implementing Business Processes

• Objectives
• Introduction
• Overview of Workflow
• Overview of Dialogues
• Setting up Custom Workflow Activity Assemblies
• Demonstration: Configuring a Custom Workflow Activity
• Creating Custom Workflow Activities
• Debugging Custom Workflow Activities
• Creating and Modifying Windows Workflow Foundation (XAML Workflows)
• Demonstration: Modifying an Existing Workflow in Visual Studio 2010
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 5: Plug-ins

• Objectives
• Introduction
• Overview of Plug-ins
• Event Framework
• Plug-in Isolation, Trusts and Statistics
• Developing Plug-ins
• Impersonation in Plug-ins
• Entity Classes and Plug-ins
• Register and Deploy Plug-ins
• Debugging Plug-ins
• Windows Azure Integration with Microsoft Dynamics CRM 2011
• Summary
• Test Your Knowledge
• Quick Interaction: Lesson Learned
• Solutions
• Lab : Creating a Plug-in

Module 6: Application Event Programming

• Objectives
• Introduction
• Using Jscript Libraries
• Form and Field Events
• Form Types
• Form Event Handler Execution Context
• Setting Event Dependencies
• Pass Parameters
• Using Best Practices in Writing Client-Side Code
• Debugging Client-Side Code
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 7: Client Extensions

• Objectives
• Introduction
• Customizing the Site Map
• Customizing the Ribbon
• URL Addressable Forms and Views
• Summary
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions

Module 8: Web Resources

• Objectives
• Introduction
• Overview of Web Resources
• Web Resource Management
• Referencing Web Resources
• Test Your Knowledge
• Quick Interaction: Lessons Learned
• Solutions