What's New in Microsoft Dynamics CRM 2011 (80289)

Module 1: IntroductionThis module provides a general overview of the features and benefits of using Microsoft Dynamics CRM 2011.Lessons

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

After completing this module, students will be able to:

Identify the features and benefits of using Microsoft Dynamics CRM 2011

Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
This module focuses on the specific improvements to the application modules, in addition to enhancements to user productivity. This module will focus on a number of topics such as navigation changes, visualizations and analytics, personalization of the application, Microsoft Dynamics CRM Client for Microsoft Outlook changes, data import, team ownership, goal management, and many other features and enhancements.
Lessons

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

Create a personal dashboard

Lab : Setting Goals

Create a new goal for a CRM user
Create rollup queries
Define goal metrics

Lab : Importing Data

Map data from a Microsoft Excel Spreadsheet
Create data map
Automatically create a custom entity and attributes tied to the imported data

After completing this module, students will be able to:

Explore and identify new features of Microsoft Dynamics CRM 2011 that impact user productivity.
Demonstrate and use improvements to the sales, marketing, and service modules.

Module 3: Customizing and Extending Microsoft Dynamics CRM 2011
This module covers the improvements made to the basic entity customization functionality, in addition to enhancements to additional extensibility components such as workflows, dialogs, web resources, solution management, and integration with Microsoft Office SharePoint Server.
Lessons

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

Create a custom entity
Create custom attributes
Modify a form

Lab : Custom Activity Creation and Use

Create a custom activity entity

Lab : Creating a Dialog Process

Create a custom dialog process

Lab : Including SharePoint Document Libraries into Microsoft Dynamics CRM forms

Install the Microsoft Dynamics CRM List component
Configure the integration with Microsoft Office SharePoint Server

After completing this module, students will be able to:

Explain changes to basic customization capabilities
Demonstrate the use of custom activities
Explain the use of Workflows and Dialogs
Identify various integration functionality
Create and manage a customization environment

Module 4: Administration, Configuration, and Installation
This module focuses on the hardware and software requirements for Microsoft Dynamics CRM 2011, improvements to the installation process, and an overview of upgrade considerations. This module will cover changes to the Deployment Manager, in addition to licensing and auditing functionality new to this version.
Lessons

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

After completing this module, students will be able to:

Explain the different editions of Microsoft Dynamics CRM 2011
Outline the hardware and software specifications
Identify upgrade considerations
Demonstrate the use of the auditing functionality

Module 5: Configuration and Settings
This module introduces the changes to the Microsoft Dynamics CRM 2011 server settings, and additional personal options that are new to this version. Additionally, this module introduces role based forms and field level security.
Lessons

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

Create a new attribute that is enabled to use field level security
Create a field level security profile

After completing this module, students will be able to:

Outline the changes to system and personal settings
Demonstrate the use of role-based forms
Configure and deploy field-level security