This one-day course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0.

Doelgroep

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.

Voorkennis

Familiarity with Microsoft Dynamics CRM 3.0.

Studiemateriaal
Engels studiemateriaal.

Module 1: Overview
This module provides a brief overview of the main new features in Microsoft Dynamics CRM 4.0.

Lesson

• Key New Features

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

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

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

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

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

Module 7: Workflow
This module describes the improved workflow model.

Lessons

• Workflow Access
• Workflow Improvements

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