Chapter
1:
Overview
This chapter provides a brief overview of the main new features in Microsoft Dynamics CRM 4.0.
Lessons:
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Chapter
2:
Installation and Deployment
This chapter describes improvements to installation and deployment.
Lessons:
- 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
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Chapter
3:
Configuration
This chapter describes an assortment of new features that control how organizations configure and implement Microsoft Dynamics CRM 4.0.
Lessons:
- Multiple Organizations
- Multilingual User Interface
- Multiple Currencies
- Add Users Wizard
Lab : Maintaining Multiple Organizations
- Add a new organization
- Add business units for the new organization
After completing this module, students will be able to:
- Identify how multi-tenancy provides more than one organization on a single Microsoft Dynamics CRM server
- Describe what the multilingual user interface does
- Describe the multicurrency feature
- Describe what the Add Users Wizard does
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Chapter
4:
Data Management
This chapter describes tools that improve the data import and data migration processes.
Lessons:
- Import Data Wizard
- Data Migration Manager
- Duplicate Detection
Lab : Enriching Data
- Export the data
- Edit the data
- Import the data
- View the results
After completing this module, students will be able to:
- Describe the new data import process
- Describe the new data migration process
- Describe the duplicate detection feature
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Chapter
5:
Microsoft Dynamics CRM for Outlook and Business Applications
This chapter focuses on improvements to Microsoft Dynamics CRM for Outlook and enhancements in reporting and business application features.
Lessons:
- Changes in Microsoft Dynamics CRM for Outlook
- Feature and User Interface Changes
- Using the Report Wizard
- Other Reporting Changes
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Chapter
6:
Customization
This chapter describes several new features that enable organizations to customize Microsoft Dynamics CRM 4.0 to meet their business requirements.
Lessons:
- Entity Relationship Enhancements
- Importing and Exporting Customizations and Configurations
- View Enhancements
Lab : Import Customizations
- View contact before changes
- Import customizations
- View contact after changes
- Export customizations
After completing this module, students will be able to:
- Describe the new data import process
- Describe the new data migration process
- Describe the duplicate detection feature
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Chapter
7:
Workflow
This chapter describes the improved workflow model.
Lessons:
- Workflow Access
- Workflow Improvements
Lab : Workflow Lifecycle
- Create the workflow
- Add a check condition
- Add a conditional branch
- Add a default action
- Publish the workflow
- Trigger the workflow
- Confirm that the workflow ran successfully
After completing this module, students will be able to:
- Describe how users have access to the workflow lifecycle
- Describe improvements to workflow functionality
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Chapter
8:
Programmability
This chapter provides a high-level overview of new features that help developers customize Microsoft Dynamics CRM 4.0 to address specific business needs.
Lessons:
- Event Framework
- Web Services
- Client-Side Features
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