MICROSOFT DYNAMICS CRM 2011 ONLINE
Empowering customers to create dynamic CRM systems for the Cloud.
F1 - CRM Protagonists, Users and Developers

FREE Course: Introduction to Extended CRM 2011 (xRM) for development - Save £350*

* As Microsoft Extended CRM 2011 Lead Partner, we are offering CRM 2011 customers who nominate F1 Computing as their 'Partner of Record', a FREE Introduction to Extended CRM 2011 (xRM) course as well as a 20% discount on all CRM 2011 training and certification. 

Our objective is to empower development teams and their management to customise Microsoft Dynamics CRM 2011 to meet their organisational requirements and to make it their preferred Rapid Application tool.  For more details, call us on +44 (0)1225 336096.

These courses commence 7th October 2010 and run every Thursday at our Central London Training Centre and upon request in our Bath Training Centre.

Please call 01225 336096 for more information and to reserve your place.

Course Outline

  1. Creating Your Organisational Structure
  2. Configuring Security
  3. Configuring Users and Teams
  4. Microsoft Dynamics xRM Development Overview
  5. Customising Entities and Attributes
  6. Customising Relationships and Mapping
  7. Customising Forms and Views
  8. Introduction to Advanced Customisations

Module 1: Creating Your Organisational Structure

  • This module examines how to set up your organisational structure by maintaining business units within an organisation.
  • Business Units
  • Managing Business Units 

Module 2: Configuring Security

This module reviews the Microsoft Dynamics CRM security model, the components that make up the model, and how to manage them.

  • Microsoft Dynamics CRM Security Features
  • Privileges
  • Access Levels
  • Security Roles and Business Units
  • Creating and Copying Security Roles
  • Field level security
  • Planning Considerations when Configuring Security

Module 3: Configuring Users and Teams

This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.

  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management

 Module 4: Microsoft Dynamics xRM Development Overview

  • This module explains how Microsoft Dynamics CRM can be customised to adapt to business models.
  • Customisation xRM Methodology
  • Microsoft Dynamics CRM Architecture
  • Types of Customisations
  • Upgrading Customisations
  • Publishing Customisations
  • Reusing Customisations

Module 5: Customising Entities and Attributes

  • This module examines how Microsoft Dynamics CRM allows you to create new entities and attributes through the application’s built-in customisation tools.
  • Customisation Concepts
  • Customising Attributes
  • Creating a Custom Entity

Module 6: Customising Relationships and Mapping

  • This module focuses on indentifying the different types of supported relationships in Microsoft Dynamics CRM.
  • Supported Entity Relationships
  • Unsupported Entity Relationships
  • 1:N Relationship Behaviour
  • Creating Entity Relationships
  • Entity Mapping

Module 7: Customising Forms and Views

  • This module examines how to customise the Microsoft Dynamics CRM user interface using the application’s customisation tools.
  • Basic UI Customisation Capabilities
  • Form Customisations
  • Preview Form Customisation
  • View Customisations

Module 8: Introduction to Advanced Customisations

  • This module introduces a variety of advanced customisation features that are available with Microsoft Dynamics CRM.
  • Introduction to Workflow
  • Introduction to Application Event Programming
  • Common Uses for Event Programming
  • Using Form Events
  • Using Field Events

see also Free daily Live lunchtime Learning sessions: Introduction to CRM 2011 for CRM/xRM development

More information about Microsoft Dynamics CRM 2011 can be found via F1's CRM main page.