CRM 4.0 Customization and Configuration 8912A

About this Course This three-day instructor-led course provides students with the tools to configure and customize Microsoft Dynamics CRM 4.0. Configuration topics include setting up business management functions such as:

Business units
Users
Teams
Security privileges and roles
System Settings
Multilingual User Interface Language Packs
Currency Exchange Rates
Multiple Organizations

The course also focuses on using the Microsoft Dynamics CRM 4.0 Customization tools to customize the following system components:

Forms
Views
Entities
Attributes
Relationships
Entity Mappings

The following customization topics are outside the scope of this course, but are introduced here to provide students with insight into potential advanced customization features:

Application Event Programming
Client Extensions
Workflow
SiteMap
URL Addressable Forms
IFrames
SDK

Audience Profile This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators and Customizers who will configure the application’s organizational settings and customize the application using its built-in customization tools. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.
At Course Completion
The course completion objectives are:

Configure a company’s organizational structure within Microsoft Dynamics CRM
Add user accounts
Create and maintain security roles
Create teams of users
Create and configure multiple organizations within one implementation
Configure system settings, currency exchange rates, and multilingual user interface language packs
Import and export customizations
Customize forms and views
Customize database entities and attributes
Customize entity relationships and mappings
Identify areas where advanced customization functionality can be implemented

For a Detailed Course Outline visit the Microsoft Learning course site at: http://www.microsoft.com/learning/en/us/Course.aspx?ID=8912A&Locale=en-us#tab2

Our Trainers:

Frank Grimberg - President

With 25 years of significant achievements in building technology solutions, Frank Grimberg has been directly involved with over 100 successful custom software implementations. As an accomplished speaker, Frank Grimberg spent 3 years as a guest instructor at the Singapore Institute of Management. Frank Grimberg is utilized as a subject matter expert for Microsoft CRM by Microsoft Learning. Consulting to every size business from the Fortune 100 to small businesses, Frank Grimberg combines in-depth understanding of leading technologies, business strategy, management, and finance to meet customer growth and bottom-line objectives.

Carl Willis - Lead Business Analyst

Carl Willis is Prosoft’s Lead Business Analyst with 7 years of experience as an analyst and 3 years with Microsoft CRM. Carl has worked on numerous projects for Prosoft. Most recently Carl led a consulting project that integrated CRM, SharePoint, and InfoPath to deliver a form management system. Carl’s ability to design and visualize end to end solutions has led to one of his projects being nominated for a “CRM Magazine Excellence Award”. Carl is an MCT and enjoys helping others by sharing his knowledge