M8910: What's New in Microsoft Dynamics CRM 4.0

1 Day Course
Hands On
Official Microsoft Curriculum
Code M8910

Book Now - 1 Delivery Method Available:

Scheduled Online Onsite

Overview

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

Objectives

After completing the course, you will be able to:

  •  Describe key new features of Microsoft Dynamics CRM 4.0
  •  Add an organization and add business units to it
  •  Export, edit, and import data by using the Import Data Wizard
  •  Import a customization
  •  Create, publish, and monitor a simple workflow.

Target Audience

Who Should Attend:

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.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.

Modules

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Overview (1 topic)

  • Key New Features

Installation and Deployment (6 topics)

  • 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

Configuration (5 topics)

  • Multiple Organizations
  • Multilingual User Interface
  • Multiple Currencies
  • Add Users Wizard
  • Maintaining Multiple Organizations (Lab)

Data Management (4 topics)

  • Import Data Wizard
  • Data Migration Manager
  • Duplicate Detection
  • Enriching Data (Lab)

Microsoft Dynamics CRM for Outlook and Business Applications (4 topics)

  • Changes in Microsoft Dynamics CRM for Outlook
  • Feature and User Interface Changes
  • Using the Report Wizard
  • Other Reporting Changes

Customization (4 topics)

  • Entity Relationship Enhancements
  • Importing and Exporting Customizations and Configurations
  • View Enhancements
  • Import Customizations (Lab)

Workflow (3 topics)

  • Workflow Access
  • Workflow Improvements
  • Workflow Lifecycle (Lab)

Programmability (3 topics)

  • Event Framework
  • Web Services
  • Client-Side Features

Prerequisites

Before attending this course, students must have familiarity with Microsoft Dynamics CRM 3.0.

or call:408-759-5074

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