Course 80289A:

What's New in Microsoft Dynamics CRM 2011

Length:1 Days
Published:April 07, 2011
Language(s):English, Chinese (Simplified), French, German, Italian, Japanese, Portuguese (Brazil), Russian, Spanish
Audience(s):Information Workers
Level:200
Technology:Microsoft Dynamics CRM 2011
Type:Course
Delivery Method:Instructor-led (classroom)
About this Course
This one-day instructor-led course, What's New in Microsoft Dynamics CRM 2011, provides students with the tools and information to help them better understand and identify the new and enhanced features of Microsoft Dynamics CRM 2011.
Audience Profile
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.
At Course Completion
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.
Course OutlineModule 1: IntroductionThis module provides a general overview of the features and benefits of using Microsoft Dynamics CRM 2011.Lessons
  • 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
After completing this module, students will be able to:
  • Identify the features and benefits of using Microsoft Dynamics CRM 2011
Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
This module focuses on the specific improvements to the application modules, in addition to enhancements to user productivity. This module will focus on a number of topics such as navigation changes, visualizations and analytics, personalization of the application, Microsoft Dynamics CRM Client for Microsoft Outlook changes, data import, team ownership, goal management, and many other features and enhancements.
Lessons
  • 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
After completing this module, students will be able to:
  • Explore and identify new features of Microsoft Dynamics CRM 2011 that impact user productivity.
  • Demonstrate and use improvements to the sales, marketing, and service modules.
Module 3: Customizing and Extending Microsoft Dynamics CRM 2011
This module covers the improvements made to the basic entity customization functionality, in addition to enhancements to additional extensibility components such as workflows, dialogs, web resources, solution management, and integration with Microsoft Office SharePoint Server.
Lessons
  • 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
After completing this module, students will be able to:
  • Explain changes to basic customization capabilities
  • Demonstrate the use of custom activities
  • Explain the use of Workflows and Dialogs
  • Identify various integration functionality
  • Create and manage a customization environment
Module 4: Administration, Configuration, and Installation
This module focuses on the hardware and software requirements for Microsoft Dynamics CRM 2011, improvements to the installation process, and an overview of upgrade considerations. This module will cover changes to the Deployment Manager, in addition to licensing and auditing functionality new to this version.
Lessons
  • 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
After completing this module, students will be able to:
  • Explain the different editions of Microsoft Dynamics CRM 2011
  • Outline the hardware and software specifications
  • Identify upgrade considerations
  • Demonstrate the use of the auditing functionality
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
After completing this module, students will be able to:
  • Outline the changes to system and personal settings
  • Demonstrate the use of role-based forms
  • Configure and deploy field-level security
Before attending this course, students must have:
  • General knowledge of Microsoft Dynamics CRM 4.0.
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