Microsoft CRM 3.0 Administration

QA Ltd.
Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This two-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply, and examine administrative tasks within Microsoft® CRM 3.0.

This course is intended for people who plan to install, implement, configure, or support Microsoft CRM 3.0.

The course is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.

Prerequisites
Before attending this course, students must have a working knowledge of Microsoft® Windows® Server 2000, 2003, or Windows XP, Microsoft® Exchange 2000 or 2003, Microsoft® SQL Server® 2000, Microsoft® Outlook®, Active Directory, and Internet Information Services.

It is recommended, but not required, that students have completed Microsoft CRM applications training. In addition, it is recommended, but not required, that students have experience working with:

Relational Databases
Web development, JavaScript (JScript), DHTML
XML
Delegates will learn how to
Configure Microsoft CRM business units, users, and teams.
Understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels.
Plan Customizations for a Microsoft CRM Implementation.
Apply Form Customizations using the Microsoft CRM Customization Tools.
Plan, create, and configure Custom Entities in Microsoft CRM.
Plan, create, configure, and maintain Workflow Rules and Sales Processes.
Create and Customize Microsoft CRM Reports using SQL Server 2000 Reporting Services.
Manage the Product Catalog, and administrative functionality within the Sales module.
Understand Service Scheduling administration, including creating and defining services and resource selection rules.
Course Outline
Chapter 1: Configuring the Organizational Structure

Business Units
Managing Business Units
Sites
Chapter 2: Configuring Security

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

User Management Overview
User Manager Wizard
Microsoft CRM User Management
Restricted Access Mode
Team Management
Chapter 4: Configuring System Settings

Configuring System Settings
Configuring Auto Numbering
Configuring Fiscal Year Settings
Configuring the web.config file
Chapter 5: Microsoft CRM Customization

Microsoft CRM Design Focus
Levels of Customization
Microsoft CRM Customization Architecture
Use of Supported Methods
Available Customizations
Customization Tactics
Customization Method
Chapter 6: Basic Customizations

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 7: Report Customization

Reporting and CRM
Core Concepts
Transition to SQL Server 2000 Reporting Services
Reporting Services Overview
Microsoft CRM 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 CRM Pre-Filtering
Scheduled Reports
Chapter 8: Sales Administration �Product Catalog

Automated Sales and Workflow Processes
Managing Competitors
Managing Sales Literature
Creating a Product Catalog
Chapter 9: Service Scheduling �Maintaining User and Resources

Understand the concepts of scheduling users and other resources in Microsoft CRM
Set up a schedule for a user, facility or equipment
Create, and Add users, facility or equipment to a resource group
View schedules for resources
Remove resources from the scheduled services
Set or edit business closures
Define rules and resources for services
Create or edit a service ...''

Elements of this syllabus are subject to change.

Phone:0844 871 2080

School Address:

TEL: 0844 871 2080
E-mail us: info@qa.com

Jobs & Resumes: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Houses & Roommates: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Travel Agencies: Birmingham, Bristol, Edinburgh, Leeds, London, Manchester,

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