M8910: What's New in Microsoft Dynamics CRM 4.0
Starting dates and places
Description
Prerequisites:
Before attending this course, students must have familiarity with Microsoft Dynamics CRM 3.0.Course Description:
This one-day instructor-led course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0.
Course Objectives
After completing the course, you will be able to:
- Describe key new features of Microsoft Dynamics CRM 4.0
- Add an organization and add business units to it
- Export, edit, and import data by using the Import Data Wizard
- Import a customization
- Create, publish, and monitor a simple workflow
Who Should Attend
This course is intended primarily for Microsoft partners and customers who are already familiar with Microsoft Dynami…
Frequently asked questions
There are no frequently asked questions yet. If you have any more questions or need help, contact our customer service.
Prerequisites:
Before attending this course, students must have familiarity with Microsoft Dynamics CRM 3.0.Course Description:
This one-day instructor-led course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0.
Course Objectives
After completing the course, you will be able to:
- Describe key new features of Microsoft Dynamics CRM 4.0
- Add an organization and add business units to it
- Export, edit, and import data by using the Import Data Wizard
- Import a customization
- Create, publish, and monitor a simple workflow
Who Should Attend
This course is intended primarily for Microsoft partners and customers who are already familiar with Microsoft Dynamics CRM 3.0. The material covers functionality that applies to a wide range of audiences, from business users to system administrators to developers.
This course includes the following modules:
Overview
- Key New Features
Installation and Deployment
- 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
Configuration
- Multiple Organizations
- Multilingual User Interface
- Multiple Currencies
- Add Users Wizard
- Maintaining Multiple Organizations (Lab)
Data Management
- Import Data Wizard
- Data Migration Manager
- Duplicate Detection
- Enriching Data (Lab)
Microsoft Dynamics CRM for Outlook and Business Applications
- Changes in Microsoft Dynamics CRM for Outlook
- Feature and User Interface Changes
- Using the Report Wizard
- Other Reporting Changes
Customization
- Entity Relationship Enhancements
- Importing and Exporting Customizations and Configurations
- View Enhancements
- Import Customizations (Lab)
Workflow
- Workflow Access
- Workflow Improvements
- Workflow Lifecycle (Lab)
Programmability
- Event Framework
- Web Services
- Client-Side Features
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