Microsoft Dynamics CRM 4.0 Boot Camp
Click Here to View Schedules & Pricing or to Enroll Online
Duration: 6 days
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.
This 6-day boot camp is a combination of the following official Microsoft courses:
• 8911: Installation and Deployment in Microsoft Dynamics CRM 4.0
• 8912: Customization and Configuration in Microsoft Dynamics CRM 4.0
• 8913: Applications in Microsoft Dynamics CRM 4.0
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.
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
At Course Completion:
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.
Module 1: Microsoft Dynamics CRM Components
This module lays the foundation for the remainder of the course and examines the primary components that are leveraged by Microsoft Dynamics CRM 4.0.
Module 2: Planning the Microsoft Dynamics CRM Installation
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM4.0, as well as appropriate licensing plans.
Module 3: Microsoft Dynamics CRM Server Installation
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM 4.0, as well as appropriate licensing plans.
Module 4: Microsoft Dynamics CRM E-Mail Router
This module discusses the key features in the Microsoft Dynamics CRM 4.0 E-mail Router functionality and the steps to follow to install the Microsoft Dynamics E-mail Router.
Module 5: Microsoft Dynamics CRM for Microsoft Office Outlook
This module examines the primary components of Microsoft Dynamics CRM for Microsoft Office Outlook, reviews the two types of access that are available with 4.0, and examines the steps to successfully install Microsoft Dynamics CRM Office Outlook.
Module 6: Redeploying Microsoft Dynamics CRM 4.0
This module provides information about redeploying Microsoft Dynamics CRM 4.0
Module 7: Upgrading to Microsoft Dynamics CRM 4.0
This module provides information about upgrading a Microsoft Dynamics CRM 3.0 deployment to Microsoft Dynamics CRM 4.0.
Module 8: Uninstalling and Repairing Microsoft Dynamics CRM 4.0
This module provides information about repairing and uninstalling Microsoft Dynamics CRM 4.0.
Module 1: Configuring Business Units
This module explains how to set up organizational structures by maintaining business units within an organization.
Module 2: Configuring Security
This module reviews the Microsoft Dynamics CRM security model, including security roles, privileges, and access levels. This module examines how to maintain permissions within security roles, and how security permissions are inherited across business units.
Module 3: Configuring Users and Teams
This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.
Module 4: Configuring Organizational Settings
This module reviews a variety of configuration settings that enable each organization to tailor Microsoft Dynamics CRM to satisfy its business requirements. These settings control the appearance and functionality of the application; they are defined at the organization level and apply to all business units in a given implementation.
Module 5: Customizing Microsoft Dynamics CRM Overview
This module introduces all of the application features that can be customized in Microsoft Dynamics CRM and the different ways in which customizations can be applied. This is an introductory section that lays the foundation for the hands-on training that follows.
Module 6: Customizing Forms and Views
This module examines how to customize the Microsoft Dynamics CRM user interface using the application's customization tools. This includes customizations to the forms used to enter and update data and the views that display lists of records.
Module 7: Customizing Entities and Attributes
This module examines how to create new entities and attributes through Microsoft Dynamics CRM’s built-in customization tools.
Module 8: Customizing Relationships and Mappings ments
This module identifies the different types of supported relationships in Microsoft Dynamics CRM, as well as the types of behavior that control how certain actions taken on a record affect related records. This training also examines entity mapping.
Module 9: Renaming Entities and Translating Customizations
This module examines the final two elements related to customizing entities: renaming a customizable entity, and in a multilingual deployment, translating customized labels into the required languages.
Module 10: Maintaining Organizations through Deployment Manager
This module examines how Microsoft Dynamics CRM supports multiple organizations in one installation. This training also examines the tools that are available in Microsoft Dynamics CRM's Deployment Manager utility.
Module 11: Introduction to Advanced Customizations
This module introduces a variety of advanced customization features that are available with Microsoft Dynamics CRM. These topics are intended for a developer audience, but the topics are introduced to expose the participant to available advanced customization functionality.
Module 1: Introduction to Microsoft Dynamics CRM
This module explains how creating and implementing a CRM strategy provides overall value to an organization. It explains how Microsoft Dynamics CRM supports a successful strategy through a set of modules organized by functional area: sales, marketing, and service. This module also explains how Microsoft Dynamics CRM is installed and used in your environment.
Module 2: Microsoft Dynamics CRM Basics
This module explains the variety of tools to track, manage, execute, and report on customer interactions, and how a variety of tools to track, manage, execute, and report on customer interactions.
Module 3: Microsoft Dynamics CRM for Microsoft Office Outlook
This module explains the unique benefits of Microsoft Dynamics CRM for Outlook, and explains how you can use Microsoft Dynamics CRM for Outlook to manage e-mail, appointments, tasks, and contacts. Then, this module covers how to create personalized communications using Mail Merge. Finally, the module describes the differences between Microsoft Dynamics CRM for Outlook with off-line functionality verses on-line functionality and how records between Outlook and Microsoft Dynamics CRM are synchronized.
Module 4: Introduction to Sales Management
This module explains the basic sales process and how sales processes may vary between organizations. It describes and provides guidance for making decisions about which areas of Sales to use and how to use them. Also described is how you can use Microsoft Dynamics CRM to work with qualified customers to make a sale. This module goes runs a complex sale process and discusses leads in detail, and how they can be a key entry point in the sales process. The discussion begins with entering and importing leads, and then walks through the process of converting a lead to an opportunity, account and contact. It also covers converting an activity to a lead and ways to disqualify and reactivate leads.
Module 5: Sales Order Processing
This module explains the role of the product catalog in Microsoft Dynamics CRM and the tasks required to set up a product catalog. These tasks include setting up and maintaining unit groups, products, and price lists. This module explains how to process a sales order in Microsoft Dynamics CRM 4.0. It covers quotes, orders, and invoices, and describes the features in Microsoft Dynamics CRM that are used to analyze the data captured in the system. Also described is how the Export to Excel feature enables both static copies and dynamic queries of data to be viewed and evaluated in Microsoft Excel.
Module 6: Introduction to Marketing Management
This module describes the marketing functionality and key features you can use to increase marketing effectiveness. It explains the core concepts of marketing campaigns in Microsoft Dynamics CRM including: closed loop marketing, quick campaigns, marketing campaigns, and campaign responses and reporting. This module also explains the process for creating quick campaigns, marketing campaigns, marketing lists, and campaign templates in Microsoft Dynamics CRM.
Module 7: Implementing Marketing Campaigns
This module explains the process for distributing campaign activities to launch your campaign. Discussed is managing a campaign that is underway and tracking campaign responses.
Module 8: Introduction to Service Management
This module introduces Microsoft Dynamics CRM service management functionality and explains how it helps organizations track information about cases, customer complaints or requests, and small projects. It covers the core components of service management and explains how the subject tree provides a structured approach for grouping and managing information. It explains the lifecycle and key concepts of contracts in Microsoft Dynamics CRM, and explains how to create contract templates, and how to modify contracts and how to delete, cancel, renew, or put a contract on hold.
Module 9: Managing Service Cases
This module explains concepts of case management, the steps in the case resolution process, and the ways you can view and manage cases in Microsoft Dynamics CRM. The module also covers creating, deleting, and editing cases, and then discusses other activities related to case management, such as assigning and sharing cases and using the knowledge base to research issues and resolve cases.
Module 10: Microsoft Dynamics CRM Knowledge Base
This module explains how to use the Microsoft Dynamics CRM Knowledge Base, and discusses how organizations can browse, locate, and share information using this repository. Also discussed is how Microsoft Dynamics CRM service queues work, including how to create public queues and routing rules for queues, the process of deleting queues, viewing the list of cases and activities in queues, and how to accept and assign items from queues.
Module 11: Introduction to Service Scheduling
This module explains the basic service scheduling process and service scheduling activities in detail.
Module 12: Service Scheduling Administration
This module explains the scheduling administration, setup process, and administrative activities in detail since this is a key entry point in the scheduling process.
Academy Code of Honor
The Academy guarantees that students shall pass all vendor examinations during the training program or may re-attend within one year of the program completion date. Students will only be responsible for accommodations and vendor exam fees.