Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
eBook - ePub

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

  1. 306 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

Book details
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Table of contents
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About This Book

In Detail

Whether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.

The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.

The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official syllabus for course 80294B including a 75-question practice exam.

If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.

Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!

Approach

This book is in the Enterprise certification series which means it is a hands-on guide with practical instruction, examples and all the information you will need to be successful in the exam, as well as 75 practice questions in the exam style. It includes practical advice on how to book the exam, approach the questions and maximize your score.

Who this book is for

"Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" is perfect for IT professionals and developers who work for a Microsoft partner or customer organizations. If you want to demonstrate your expertise and advance your career by obtaining Microsoft certification this book will provide you with the insight you need to succeed.

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Yes, you can access Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide by Neil Benson in PDF and/or ePUB format, as well as other popular books in Informatica & Programmazione Microsoft. We have over one million books available in our catalogue for you to explore.

Information

Publisher
Packt Publishing
Year
2012
ISBN
9781849685801
Edition
1
Topic
Informatica
Subtopic
Programmazione Microsoft

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

Table of Contents

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Overview of Microsoft Dynamics CRM 2011
Architecture of Microsoft Dynamics CRM 2011
Multi-tier architecture
Presentation tier
Application tier
Data tier
Supported and unsupported customization
Supported customizations
Unsupported customizations
Deployment options
On-premise deployment
Partner-hosted deployment
Online deployment
Deployment differences
Using an implementation methodology
Microsoft Dynamics Sure Step
Customization security roles
Summary
2. Configuring the System Settings
Configuring the system settings
How to configure the system settings
General
Calendar
Formats
Auditing
E-mail
Marketing
Customization
Outlook
Reporting
Goals
Understanding CRM for Outlook settings
CRM for Outlook settings
CRM System Settings
CRM for Outlook Personal Options
Exportable settings
System settings exported in a solution
System settings not exported in a solution
Additional settings exported in a solution
Auto-numbering
Relationship Roles
ISV Config
Summary
Test your knowledge
3. Configuring the Organization Structure
The organization structure
Planning the organization structure
Business units
The root business unit
Managing the business units
How to create a new business unit
How to rename a business unit
How to change a business unit's parent business unit
How to disable and enable a business unit
Disabling a business unit
Enabling a business unit
How to delete a business unit
Users
Introduction to user management
Importance of managing users
Authentication
Licensing
Access modes
License types
External connector license
Creating and managing users
How to create a user
How to create multiple users
How to disable a user
How to enable a user
How to reassign a user's records to another user
How to assign a security role to a user
How to assign a user to a team
Teams
Introduction to teams
Default business unit teams
Managing teams
How to create a team
How to add users to a team
How to remove users from a team
How to add teams to a user
How to assign a security role to a team
How to remove a security role from a team
How to share records with a team
How to unshare records with a team
How to delete a team
Security roles and privileges
Introduction to security roles
Standard security roles
Customizing the standard security roles
Security roles and custom entities
Business units and inherited security roles
Applying security roles to users and teams
Security roles and users
The User Summary report
How to run the User Summary report
Reassigning users
Security roles and teams
How to create a custom security role
How to create a new security role
How to copy an existing security role
How to use the privilege shortcut
Introduction to security privileges
Entity-based security privileges
Entity actions
Access levels
Task-based security privileges
Other security features
Field security profiles
Role-based forms
User interface customization
Summary
Test your knowledge
4. Entity and Attribute Customization
Custom entities
Introduction to entities
Creating custom entities
Custom entity options
Entity definition
Areas that display the entity
Communications and collaboration
Data services
Outlook and mobile
Custom entity privileges
Customizing entities
Customizing an entity from a grid or form
Customizing an entity from a grid
Customizing an entity from a form
Showing an entity's dependencies
Publishing an entity
Updating the entity's icons
How to update the entity icons
Delete
Deleting a custom entity
Managed properties
Custom fields
Introduction to fields
Field datatypes
Datatype descriptions
Single line of text
Option set
Two options
Whole number
Float...

Table of contents

  1. Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide