What's New in Microsoft Dynamics CRM 4.0
Course 8910 : One day;
Instructor-Led
Course Fee:
$499.00
Course Time: 1 day, 9:00 am - 5:00 pm, or 2 evenings, 6pm - 9pm
Introduction
This one-day instructor-led course provides students
with the knowledge and skills to begin planning for
Microsoft Dynamics CRM 4.0.
Audience
This course is intended primarily for Microsoft
partners and customers who are already familiar with
Microsoft Dynamics CRM 3.0. The material covers
functionality that applies to a wide range of audiences,
from business users to system administrators to
developers.
At Course Completion
After completing this course, students will be able
to:
| |
Describe key new features of Microsoft
Dynamics CRM 4.0.
|
| |
Add an organization and add business units to
it
|
| |
Export, edit, and import data by using the
Import Data Wizard.
|
| |
Import a customization
|
| |
Create, publish, and monitor a simple
workflow.
|
Prerequisites
Before attending this course, students must have:
| |
Familiarity with Microsoft Dynamics CRM 3.0.
|
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook.
Course Outline
Module 1: Overview
This module provides a brief overview of the main new
features in Microsoft Dynamics CRM 4.0.
Lesson
After completing this module, students will be able
to:
| |
List the main feature areas that will be
covered in this course
|
Module 2: Installation and Deployment
This module describes improvements to installation
and deployment.
Lessons
| |
Upgrading to Microsoft Dynamics CRM 4.0
|
| |
Versions and Licensing
|
| |
Server Setup Changes
|
| |
System Requirements
|
| |
Microsoft Dynamics CRM E-mail Router
|
| |
Microsoft Dynamics CRM for Outlook
|
After completing this module, students will be able
to:
| |
Describe the features associated with
upgrading to Microsoft Dynamics CRM 4.0
|
| |
Determine which type of deployment and
license is suitable for their needs
|
| |
Describe the new enterprise level features
|
| |
Describe the system requirements
|
| |
Describe improvements to the Microsoft
Dynamics CRM E-mail Router
|
Module 3: Configuration
This module describes an assortment of new features
that control how organizations configure and implement
Microsoft Dynamics CRM 4.0.
Lessons
| |
Multiple Organizations
|
| |
Multilingual User Interface
|
| |
Multiple Currencies
|
| |
Add Users Wizard
|
Lab 3.1: Maintaining Multiple Organizations
| |
Add a new organization
|
| |
Add business units for the new organization
|
After completing this module, students will be able
to:
| |
Identify how multi-tenancy provides more than
one organization on a single Microsoft Dynamics
CRM server
|
| |
Describe what the multilingual user interface
does
|
| |
Describe the multicurrency feature
|
| |
Describe what the Add Users Wizard does
|
Module 4: Data Management
This module describes tools that improve the data
import and data migration processes.
Lessons
| |
Import Data Wizard
|
| |
Data Migration Manager
|
| |
Duplicate Detection
|
Lab 4.1: Enriching Data
| |
Export the data
|
| |
Edit the data
|
| |
Import the data
|
| |
View the results
|
After completing this module, students will be able
to:
| |
Describe the new data import process
|
| |
Describe the new data migration process
|
| |
Describe the duplicate detection feature
|
Module 5: Microsoft Dynamics CRM for Outlook and
Business Applications
This module focuses on improvements to Microsoft
Dynamics CRM for Outlook and enhancements in reporting
and business application features.
Lessons
| |
Changes in Microsoft Dynamics CRM for Outlook
|
| |
Feature and User Interface Changes
|
| |
Using the Report Wizard
|
| |
Other Reporting Changes
|
After completing this module, students will be able
to:
| |
Describe improvements in Microsoft Dynamics
CRM for Outlook
|
| |
Describe changes in functionality to Lookup,
converting activities, and mail merge
|
| |
Describe changes to reporting features
|
| |
Describe changes to exporting and Advanced
Find
|
Module 6: Customization
This module describes several new features that
enable organizations to customize Microsoft Dynamics CRM
4.0 to meet their business requirements.
Lessons
| |
Entity Relationship Enhancements
|
| |
Importing and Exporting Customizations and
Configurations
|
| |
View Enhancements
|
Lab 6.1: Import Customizations
| |
View contact before changes
|
| |
Import customizations
|
| |
View contact after changes
|
| |
Export customizations
|
After completing this module, students will be able
to:
| |
Describe the new data import process
|
| |
Describe the new data migration process
|
| |
Describe the duplicate detection feature
|
Module 7: Workflow
This module describes the improved workflow model.
Lessons
| |
Workflow Access
|
| |
Workflow Improvements
|
Lab 7.1: Workflow Lifecycle
| |
Create the workflow
|
| |
Add a check condition
|
| |
Add a conditional branch
|
| |
Add a default action
|
| |
Publish the workflow
|
| |
Trigger the workflow
|
| |
Confirm that the workflow ran successfully
|
After completing this module, students will be able
to:
| |
Describe how users have access to the
workflow lifecycle
|
| |
Describe improvements to workflow
functionality
|
Module 8: Programmability
This module provides a high-level overview of new
features that help developers customize Microsoft
Dynamics CRM 4.0 to address specific business needs.
Lessons
| |
Event Framework
|
| |
Web Services
|
| |
Client-Side Features
|
After completing this module, students will be able
to:
| |
Describe key features of the event framework,
including plug-ins
|
| |
Describe major enhancements to the Web
services
|
| |
Describe new client-side programming features
|
|
1.888.326.6886 
