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Course Details

Microsoft Dynamics Corporate Online Training


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Microsoft Dynamics Course Content:


Course Snapshot

  • 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
  • SolutionsCourse Snapshot
  • 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

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