MCTS-CRM 2011 For Administrators BootCamp

CRM 2011 For Administrators BootCamp

MCTS Microsoft Dynamics.

This Microsoft Dynamics CRM 2011 Bootcamp covers six courses, a total of8 days of training mapped into 5 day format which includes 50 hours of intense training lectures, hands on lab, Microsoft Official Courseware , test prep material for the exam and the lunch.

The course starts with a high level introduction from course 80289 (What’s New) to provide background information that helps students with understanding the why we do certain steps in the Administration classes 80290 (Marketing), 80291 (Sales), 80292 (Service), 80293 (Scheduling) and 80294 (Customization).

This Boot Camp map into the following exams:

Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration

Exam MB2-868: Microsoft Dynamics CRM 2011 Applications

If you pass the above exam you fulfill the requirements for MCTS Microsoft Dynamics.

This bootcamp consists of the following courses:

• 80289: What's New in Microsoft Dynamics CRM 2011
• 80290: Marketing Automation in Microsoft Dynamics CRM 2011
• 80291: Sales Management in Microsoft Dynamics CRM 2011
• 80292: Service Management in Microsoft Dynamics CRM 2011
• 80293: Service Scheduling in Microsoft Dynamics CRM 2011
• 80294: Microsoft Dynamics CRM 2011 Customization and Configuration

The Course Outline is as follows:

Day 1
80289: What's New in Microsoft Dynamics CRM 2011

Module 1: Introduction & Overview of Dynamics CRM 2011

• 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

Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity

• 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

Lab: Setting Goals

Lab: Importing Data

Module 3: Customizing and Extending Microsoft Dynamics CRM 2011

• 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

Lab: Custom Activity Creation and Use

Lab: Creating a Dialog Process

Lab: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms

Module 4: Administration, Configuration, and Installation

• 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

Module 5: Configuration and Settings

• 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

Course 80296: Microsoft Dynamics CRM 2011 Installation and Deployment

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 : Install 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

Day 2:
Course 80290 : Marketing Automation in Microsoft Dynamics CRM 2011
Module 1: Introduction

• Benefits of Closed Loop Marketing
• Creating and Using Marketing Lists
• Marketing Campaigns and Quick Campaigns
• Quick Campaigns
• Introduction to Marketing Campaigns
• Creating a Marketing Campaign
• Creating and Using Campaign Templates
• Importing Leads

Lab: Quick Campaigns
Lab: Create a Marketing Campaign

Module 2: Implementing and Managing Marketing Campaigns

• Campaigns, Campaign Activities and Marketing Lists
• Creating and Using Email Templates
• Sales Literature, Products and Price Lists
• Distributing Campaign Activities
• Capturing and Viewing Campaign Responses
• Working with Campaign Responses

Lab: Create a Campaign Response
Module 3: Analysis, Reporting and Goals

• Analyzing Marketing Information with Lists, Views and Charts
• Working with Reports
• Creating and Managing Marketing Goals
• Creating Charts
• Customizing and Working with Dashboards

Lab: Create a Personal Chart for Appointments
Lab: Goal Management

Course 80291 : Sales Management in Microsoft Dynamics CRM 2011
Module 1: Introduction

• Overview of the Sales Process in Microsoft Dynamics CRM
• Core Records in the Sales Process
• Tracking Competitors and Managing Sales Literature
• Working with Leads
• Working with Opportunities
• Sales Processes, Workflows and Dialogs

Lab : Qualify and Convert Leads
Lab : Running a Dialog Process

Module 2: Working with the Product Catalog

• The Product Catalog and the Sales Process
• Unit Groups
• Adding and Maintaining Products
• Creating, Maintaining and Using Price Lists

Lab: Create a Special Offer Price List
Lab: Use a Special Offer Price List for an Opportunity

Module 3: Sales Order Processing

• The Microsoft Dynamics CRM Sales Order Process
• Opportunities, Quotes, and the Sales Process
• Working with Orders
• Working with Invoices

Lab: Create Multiple Quotes from an Opportunity
Lab: Convert a Quote to an Order

Module 4: Analysis, Reporting and Goals

• Analyzing Sales Information with Lists, Views and Charts
• Working with Reports
• Exporting Sales Information to Microsoft Office Excel
• Creating and Managing Sales Goals
• Creating Charts
• Dashboards

Lab : Create a Sales Goal for Opportunities

Day 3:

Course 80292: Service Management in Microsoft Dynamics CRM 2011

Module 1: Introduction

• Getting Started with Service Management
• Cases and the Service Management Process
• Queues and Contracts in Service Management
• Working with Cases in the Case Grid

Lab: Assigning Cases and Default Queues

Module 2: Working with Cases and Contracts

• Creating Case Records
• Working with Cases
• Contracts and Contract Templates
• Creating and Working with Contracts
• Using Contracts with Cases

Lab: Resolving a Case with a Contract

Module 3: Using the Knowledge Base

• Article Templates
• Creating, Approving and Publishing Articles
• Using and Searching the Knowledge Base
• Cases and Knowledge Base Articles

Lab : Managing Knowledge Base Articles

Module 4: Working with Teams and Queues

• Introduction to Teams
• Introduction to Queues
• Creating and Managing Queues
• Working with Queues and Queue Items
• Using Workflows with Queues

Lab : Routing Cases to Queues

Module 5: Analysis, Reporting and Goals

• Service Management Reports
• Service Management Charts and Dashboards
• Goal Management for Service

Lab: Goal and Goal Metrics

80293: Service Scheduling in Microsoft Dynamics CRM 2011
Module 1: Introduction

• Service Scheduling Overview
• Service Scheduling Scenarios
• Service Scheduling Process
• Working with Service Activities and the Service Calendar
• Closing, Canceling, or Rescheduling a Service Activity
• Using Charts and Reports to Analyze Service Activities

Lab: Create a Service Activity with a Selection Rule

Module 2: Advanced Topics

• Understanding the Service Activity Scheduling Engine
• Resources, Services and Selection Rules
• Incorporating Customer Preferences
• Resource and Service Capacity Requirements
• Understanding Sites and Same-Site Requirements

Lab: Schedule a Service with a Same-Site Requirement

Day 4:
80294: Microsoft Dynamics CRM 2011 Customization and Configuration

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

Day 5:
80294: Microsoft Dynamics CRM 2011 Customization and Configuration

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