Microsoft Dynamics CRM (Customer Relation Management) integreert oplossingen tussen verkoop-, marketing- en aftersalesprocessen zodat iedereen over dezelfde actuele informatie beschikt.

Deelnemers aan deze drie-daagse cursus leren Microsoft Dynamics CRM Server 4.0 te configureren en aan de bedrijfswensen aan te passen met behulp van de MS Dynamics CRM 4.0 Customization Tools.

Opmerkingen

De cursus helpt bij de voorbereiding van het examen Microsoft Dynamics CRM 4.0 Customization and Configuration.

Tijdens deze cursus komen de volgende onderwerpen aan bod:

Configuring Business Units;

Configuring Security;

• Privileges, Access Levels and Security Roles
• Supported Security Configurations.

Configuring Users and Teams;

• UL>
• Adding and Maintaining User Accounts
• Team Management.

Configuring Organizational Settings;

• System Settings and Auto Numbering
• Fiscal Year Settings and Multi-currency
• Multilingual User Interface (MUI).

Customizing MS Dynamics CRM 4.0;

• Creating and Publishing Customizations
• Reusing Customizations.

Customizing Forms and Views;

• Basic User Interface Customizations
• Form Customizations: Tabs, Sections, Fields
• View Customizations.

Customizing Entities and Attributes;

• Customizing Attributes
• Creating a Custom Entity.

Customizing Relationships and Mappings;

• Supported Entity Relationships
• One-to-many Relationship Behavior
• Creating Entity Relationships
• Entity Mapping.

Renaming Entities and Translation Customized Labels;

Maintaining Organizations Through Deployment Manager;

• Creating Multiple Organizations
• Working with the CRM Deployment Manager.

Introduction to Advanced Customizations;

• Application Event Programming
• Client Extensions
• Workflow
• SiteMap and SiteMap Structures
• URL Addressable Forms
• Iframes.