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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

Neil Benson

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

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 units 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 MB2-866customization 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

Titel: 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
Autor: Neil Benson
Originaler Titel: 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.
ISBN: 9781849685818, 9781849685818
Veröffentlichungsdatum: 2012-11-23
Format: E-book
Artikelkennung: e_3c5m
Verleger: Packt Publishing

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