This one-day instructor-led course, What’s New in Microsoft Dynamics CRM 2011, provides students with the tools and information to help them better understand and identify the new and enhanced features of Microsoft Dynamics CRM 2011.
This course is intended for customers and partners, who want to learn the basic new features and functionality in Microsoft Dynamics CRM 2011. Training is recommended for anyone who plans to use, implement, maintain, customize, or support Microsoft Dynamics 2011. This course is also recommended for people who have a background in the use of previous versions of Microsoft Dynamics CRM.
This module provides a general overview of the features and benefits of using Microsoft Dynamics CRM 2011.
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.
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.
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.
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.
Lab: Creating a Personal Dashboard and Visualizations
Lab: Setting Goals
Lab: Importing Data
Lab: Custom Entity Creation
Lab: Custom Activity Creation and Use
Lab: Creating a Dialog Process
Lab: Including SharePoint Document Libraries into Microsoft Dynamics CRM forms
Lab: Working with Field-Level Security
After completing this course, students will be able to: