Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

Name: Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide | A Practical Guide to Customizing and Configuring Microsoft Dynamics CRM 2011 Focused on Helping You Pass the Certification Exam
Brand: Packt Publishing
Price: 33.99 EUR
Availability: OnlineOnly

A Practical Guide to Customizing and Configuring Microsoft Dynamics CRM 2011 Focused on Helping You Pass the Certification Exam

Neil Benson(Autor*in)

Packt Publishing

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Erschienen am 23. November 2012

306 Seiten

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Beschreibung

In DetailWhether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.The &quote;Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide&quote; covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.The &quote;Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide&quote; covers the official syllabus for course 80294B including a 75-question practice exam.If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!ApproachThis book is in the Enterprise certification series which means it is a hands-on guide with practical instruction, examples and all the information you will need to be successful in the exam, as well as 75 practice questions in the exam style. It includes practical advice on how to book the exam, approach the questions and maximize your score.Who this book is for&quote;Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide&quote; is perfect for IT professionals and developers who work for a Microsoft partner or customer organizations. If you want to demonstrate your expertise and advance your career by obtaining Microsoft certification this book will provide you with the insight you need to succeed.

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Inhalt

Intro
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Table of Contents
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Overview of Microsoft Dynamics CRM 2011
Architecture of Microsoft Dynamics CRM 2011
Multi-tier architecture
Presentation tier
Application tier
Data tier
Supported and unsupported customization
Supported customizations
Unsupported customizations
Deployment options
On-premise deployment
Partner-hosted deployment
Online deployment
Deployment differences
Using an implementation methodology
Microsoft Dynamics Sure Step
Customization security roles
Summary
2. Configuring the System Settings
Configuring the system settings
How to configure the system settings
General
Calendar
Formats
Auditing
E-mail
Marketing
Customization
Outlook
Reporting
Goals
Understanding CRM for Outlook settings
CRM for Outlook settings
CRM System Settings
CRM for Outlook Personal Options
Exportable settings
System settings exported in a solution
System settings not exported in a solution
Additional settings exported in a solution
Auto-numbering
Relationship Roles
ISV Config
Summary
Test your knowledge
3. Configuring the Organization Structure
The organization structure
Planning the organization structure
Business units
The root business unit
Managing the business units
How to create a new business unit
How to rename a business unit
How to change a business unit's parent business unit
How to disable and enable a business unit
Disabling a business unit
Enabling a business unit
How to delete a business unit
Users
Introduction to user management
Importance of managing users
Authentication
Licensing
Access modes
License types
External connector license
Creating and managing users
How to create a user
How to create multiple users
How to disable a user
How to enable a user
How to reassign a user's records to another user
How to assign a security role to a user
How to assign a user to a team
Teams
Introduction to teams
Default business unit teams
Managing teams
How to create a team
How to add users to a team
How to remove users from a team
How to add teams to a user
How to assign a security role to a team
How to remove a security role from a team
How to share records with a team
How to unshare records with a team
How to delete a team
Security roles and privileges
Introduction to security roles
Standard security roles
Customizing the standard security roles
Security roles and custom entities
Business units and inherited security roles
Applying security roles to users and teams
Security roles and users
The User Summary report
How to run the User Summary report
Reassigning users
Security roles and teams
How to create a custom security role
How to create a new security role
How to copy an existing security role
How to use the privilege shortcut
Introduction to security privileges
Entity-based security privileges
Entity actions
Access levels
Task-based security privileges
Other security features
Field security profiles
Role-based forms
User interface customization
Summary
Test your knowledge
4. Entity and Attribute Customization
Custom entities
Introduction to entities
Creating custom entities
Custom entity options
Entity definition
Areas that display the entity
Communications and collaboration
Data services
Outlook and mobile
Custom entity privileges
Customizing entities
Customizing an entity from a grid or form
Customizing an entity from a grid
Customizing an entity from a form
Showing an entity's dependencies
Publishing an entity
Updating the entity's icons
How to update the entity icons
Delete
Deleting a custom entity
Managed properties
Custom fields
Introduction to fields
Field datatypes
Datatype descriptions
Single line of text
Option set
Two options
Whole number
Floating point number
Decimal number
Currency
Multiple lines of text
Date and time
Lookup
Field properties
Display Name
Name
Requirement Level
Searchable
Field Security
Auditing
Description
IME mode
Customizing fields
Advantages of creating a custom field
Advantages of modifying a system field
Modifying the existing fields
Creating custom fields
Field-level security
Enabling field-level security
Creating a field security profile
Applying a field security profile
Option sets
Creating a global option set
Method 1: Creating the global option set first
Method 2: Creating the global option set while creating the field
Modifying a global option set
Deleting a global option set
Managing entities in a solution
Adding an existing entity to a solution
Removing an existing entity from a solution
Publishing solutions
Summary
Test your knowledge
5. Data Modeling Using Entity Relationships
Introduction to entity relationships
Types of entity relationships
Unsupported relationship types
1:N relationships
N:1 relationships
Creating a custom 1:N relationship
Primary fields as lookup values
Relationship behaviors
Example of relationship behaviors in an action
N:N relationships
Native and manual N:N relationship types
Creating a native N:N relationship
Self-referential relationships
Self-referential 1:N relationships
Self-referential N:N relationships
Mappings
Creating and modifying mappings
Requirements for mapping
Connections
Creating connection roles
Creating a connection
Summary
Test your knowledge
6. User Interface Customization: Forms, Views, and Charts
Customising forms
Components of a form
Components of a main form
Components of a main form editor
Components of a mobile form
Components of a mobile form editor
Customizing main forms
Editing tabs
Inserting or modifying a tab
Editing sections
Inserting or modifying a section
Editing fields
Inserting or modifying a field
Editing the navigation area
Inserting or modifying a relationship
Editing the header and footer
Modifying the header or footer
Adding sub-grids
Inserting or modifying a sub-grid
Adding iFrames
Inserting or modifying an iFrame
Adding web resources
Inserting or modifying a web resource
Removing the form components
Previewing forms
Customizing mobile forms
Accessing CRM Mobile Express
Enabling entities for CRM Mobile Express
Customizing the mobile form fields
Creating forms
Creating a main form
Selecting a form
Creating a mobile form
Role-based forms
Fallback form
Creating a role-based form
Ordering forms
Customizing views
System views
Active and inactive record views
Advanced Find view
Associated view
Lookup view
Quick Find view
Creating a view
Organizing data in a view
Adding and maintaining fields in a view
Selecting a default view
Customizing charts
Chart types
Creating a system chart
Adding charts to entities
Selecting a chart type
Exporting and importing charts
Exporting a system chart
Exporting a user chart
Importing a chart as a system chart
Summary
Test your knowledge
7. Auditing
What is auditing?
What can be audited?
Configuring auditing
Configuring organization-level auditing
Organization-level auditing tips
Configuring entity-level auditing
Configuring field-level auditing
Auditing user access
Viewing the audit data
Audit Summary View
Audit History View for records
Audit permissions
Audit-related tasks and required privileges
Managing the audit log
Audit logs in the database
Summary
Test your knowledge
8. Solutions
Introduction to solutions
Default solution
Solution components
Customizations not included in solutions
Unmanaged and managed solutions
Unmanaged solutions
Managed solutions
Working with solutions
Creating a solution
Solution publisher
Deleting a solution
Working with solution components
Creating new components
Deleting components
Adding existing components
Removing components
Exporting solutions
How to export a solution
Managed properties
Modifying managed properties
Importing solutions
How to import a solution
Conflict resolution strategies
Merge
Top wins
Special conflict resolution for updates to managed solutions
Import log file
Summary
Test your knowledge
9. Sample Certification Exam Questions
Q. 1
Q. 2
Q. 3
Q. 4
Q. 5
Q. 6
Q. 7
Q. 8
Q. 9
Q. 10
Q. 11
Q. 12
Q. 13
Q. 14
Q. 15
Q. 16
Q. 17
Q. 18
Q. 19
Q. 20
Q. 21
Q. 22
Q. 23
Q. 24
Q. 25
Q. 26
Q. 27
Q. 28
Q. 29
Q. 30
Q. 31
Q. 32
Q. 33
Q. 34
Q. 35
Q. 36
Q. 37
Q. 38
Q. 39
Q. 40
Q. 41
Q. 42
Q. 43
Q. 44
Q. 45
Q. 46
Q. 47
Q. 48
Q. 49
Q. 50
Q. 51
Q. 52
Q. 53
Q. 54
Q. 55
Q. 56
Q. 57
Q. 58
Q. 59
Q. 60
Q. 61
Q. 62
Q. 63
Q. 64
Q. 65
Q. 66
Q. 67
Q. 68
Q. 69
Q. 70
Q. 71
Q. 72
Q. 73
Q. 74
Q. 75
A. Answers to Sample Certification Exam Questions
Q. 1
Q. 2
Q. 3
Q. 4
Q. 5
Q. 6
Q. 7
Q. 8
Q. 9
Q. 10
Q. 11
Q. 12
Q. 13
Q. 14
Q. 15
Q. 16
Q. 17
Q. 18
Q. 19
Q. 20
Q. 21
Q. 22
Q. 23
Q. 24
Q. 25
Q. 26
Q. 27
Q. 28
Q. 29
Q. 30
Q. 31
Q. 32
Q. 33
Q. 34
Q. 35
Q. 36
Q. 37
Q. 38
Q. 39
Q. 40
Q. 41
Q. 42
Q. 43
Q. 44
Q. 45
Q. 46
Q. 47
Q. 48
Q. 49
Q. 50
Q. 51
Q. 52
Q. 53
Q. 54
Q. 55
Q. 56
Q. 57
Q. 58
Q. 59
Q. 60
Q. 61
Q. 62
Q. 63
Q. 64
Q. 65
Q. 66
Q. 67
Q. 68
Q. 69
Q. 70
Q. 71
Q. 72
Q. 73
Q. 74
Q. 75
B. Answers to the Self-test Questions
Chapter 2: Configuring the System Settings
Chapter 3: Configuring the Organization Structure
Chapter 4: Entity and Attribute Customization
Chapter 5: Data Modelling Using Entity Relationships
Chapter 6: User Interface Customization: Forms, Views, and Charts
Chapter 7: Auditing
Chapter 8: Solutions
C. Introduction to Microsoft Dynamics CRM Training and Certification
Training courses and examinations
For users
For implementers and administrators
Applications
Installation
Customization
For developers
Extending
Certifications
Microsoft Certified Technology Specialist (MCTS)
Microsoft Certified IT Professional (MCITP)
Benefits of certification
Exam MB2-866-customization and configuration
How to study for the exam
How to book your exam
Exam languages
Exam fees
Retaking the exam
What to expect at the test center
How to make best use of your time
How to answer the questions
Summary
Index

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