This two-day instructor-led course provides students with the knowledge and skills to
configure Microsoft Dynamics CRM 3.0 and plan, develop, and apply Microsoft
Dynamics CRM 3.0 customizations.
Students receive comprehensive course books that include additional, advanced modules that are not covered in class.
MSB-8526
Audience
This course is intended for Microsoft Dynamics CRM 3.0 Implementation Consultants and System Administrators
who already understand how to use Microsoft Dynamics CRM version 3.0.
Prerequisites
Before attending this course, students should have working knowledge of how to use
Microsoft Dynamics CRM 3.0.
It is recommended, but not required, that students have completed Alto’s Using
Microsoft Dynamics CRM 3.0 training course.
Chapter 1: Configuring the Organizational Structure
This lesson examines how to set up and manage business units and sites.
- Business Units
- Managing Business Units
- Sites
Chapter 2: Configuring Security
This chapter examines the Microsoft Dynamics CRM 3.0 security model, the components that make up the model, and how to manage them.
- Privileges
- Access Levels
- Roles
- Creating roles in business units
- Assigning roles to users
- Resolution of conflicting privileges
- Copying roles
- Security Best Practices
Chapter 3: Configuring Users and Teams
This chapter examines user management functionality in Microsoft Dynamics CRM
3.0.
- User Management Overview
- User Manager Wizard
- Microsoft Dynamics CRM User Management
- Restricted Access Mode
- Team Management
Chapter 4: Configuring System Settings
This chapter examines the series of configuration settings that are found within the
Microsoft Dynamics CRM application.
- Configuring System Settings
- Configuring Auto Numbering
- Configuring Fiscal Year Settings
- Configuring the web.config file
Chapter 5: Configuration Management
The chapter examines each of the administrative tasks to perform at one time or another within a
Microsoft Dynamics CRM 3.0 implementation.
- Server Manager
- Reconfigure Microsoft Dynamics CRM 3.0 to use a new database server
- License Manager
- Upgrade Trial Licenses
- Add additional client access licenses
- Customization Transport Manager
- Export and import of an XML configuration file
- Environmental Diagnostic Wizard
Chapter 6: Microsoft Dynamics CRM Customization
This chapter explains concepts related to customizing Microsoft Dynamics CRM 3.0 and planning customizations for a CRM implementation.
- Microsoft Dynamics CRM 3.0 Design Focus
- Levels of Customization
- Microsoft Dynamics CRM 3.0 Customization Architecture
- Use of Supported Methods
- Available Customizations
- Customization Tactics
- Customization Method
Chapter 7: Basic Customizations
This chapter explains how to use the Microsoft Dynamics CRM 3.0 Customization tools to perform basic customization tasks with
Microsoft Dynamics CRM 3.0.
- Customization Concepts
- Basic Customization Capabilities
- Permissions Needed
- Customization Process
- Reusing Customizations
- Form Customization
- Customizing Attributes
- Previews
- View Customization
- Rename a Customizable Entity
- Changing System Messages
- Modify the on-line help
Chapter 8: Custom Entities
This chapter explains how to plan and implement custom entities.
- Value of Custom Entities
- Custom entities and System Entities
- Planning a Custom Entity
- Ownership Type
- Entity Relationships
- Relationship Behavior
- Supported Relationships
- Entity Security and Customizations
- Working With Custom Entities
- Configuring a Custom Entity
- Default Entity Attributes and Features
- Entity Icons
- Deleting a Custom Entity
- Defining Relationships
- Entity Mapping
- Add a Mapping
Chapter 9: WorkFlow
This chapter explains how to create and define Microsoft Dynamics CRM 3.0 Workflow and Sales Processes.
- Core Concepts
- Creating a Workflow Rule
- Defining Workflow Rules
- WorkFlow Limitations
- Defining Workflow Actions
- Activity Creation Actions
- Object Update Actions
- Flow Control Actions
- Using Dynamic Text in Workflow
- Using Dynamic Values in Workflow
- Defining Workflow Conditions
- Sales Processes
- Organizing Workflow
- Managing Workflow
- Importing and Exporting Workflow Rules
- Troubleshooting Workflow
Chapter 10: Report Customization
This chapter explains how to create and customize Microsoft Dynamics CRM 3.0 reports using SQL Server 2000 Reporting Services and Microsoft Office 2003 applications.
- Reporting and CRM
- Core Concepts
- Transition to SQL Server 2000 Reporting Services
- Reporting Services Overview
- Microsoft Dynamics CRM 3.0 Reporting Features
- Creating Excel Reports
- Edit and Organize Reports
- Deploying and Removing Reporting Services Reports
- Control Access to Reports
- Reporting Services Report Designer
- Modify Existing Reporting Services Reports
- Microsoft Dynamics CRM 3.0 Pre-Filtering
- Scheduled Reports
