8529: Microsoft CRM 3.0 Administration

Microsoft Dynamics CRM Training Course for Sheffield, Leeds, Manchester and Yorkshire

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• Effective and relevant training at a realistic price!
  - Peter Loerns, IT Manager, Derby

Course Information

Introduction

This two-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply, and examine administrative tasks within Microsoft CRM 3.0.

Audience

This course is intended for people who plan to install, implement, configure, or support Microsoft CRM 3.0.

The course is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.

Completion

After completing this course, students should understand:

• Configure Microsoft CRM business units, users, and teams
• Understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels
• Plan Customizations for a Microsoft CRM Implementation
• Apply Form Customizations using the Microsoft CRM Customization Tools
• Plan, create, and configure Custom Entities in Microsoft CRM
• Plan, create, configure, and maintain Workflow Rules and Sales Processes
• Create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services
• Manage the Product Catalog, and administrative functionality within the Sales module
• Understand Service Scheduling administration, including creating and defining services and resource selection rules

Prerequisites

Before attending this course, students must have a working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.

It is recommended, but not required, that students have completed Microsoft CRM applications training. In addition, it is recommended, but not required, that students have experience working with:

• Relational Databases
• Web development, JavaScript (JScript), DHTML
• XML

Examinations

• TBC

Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

• Chapter 1: Configuring the Organizational Structure
• Chapter 2: Configuring Security
• Chapter 3: Configuring Users and Teams
• Chapter 4: Configuring System Settings
• Chapter 5: Microsoft CRM Customization
• Chapter 6: Basic Customizations
• Chapter 7: Report Customization
• Chapter 8: Sales Administration - Product Catalog
• Chapter 9: Service Scheduling - Maintaining User and Resources

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