Book Image

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

By : Neil Benson
Book Image

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

By: Neil Benson

Overview of this book

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!
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Understanding CRM for Outlook settings


Microsoft Dynamics CRM 2011 for Microsoft Office Outlook client, known as CRM for Outlook, is an add-in for Microsoft Outlook that provides a number of features:

  • Access to Microsoft Dynamics CRM records and features from Microsoft Outlook.

  • E-mail messages sent and received through Outlook can be tracked in CRM and associated with CRM records.

  • E-mail messages created in CRM can be delivered through Outlook.

  • Contacts can be synchronized between CRM and a user's Outlook contacts folder.

  • Appointments can be synchronized between CRM and a user's Outlook calendar.

  • Tasks, phone calls, faxes, and letters can be synchronized between CRM and a user's Outlook tasks list.

  • E-mail addresses of CRM leads, accounts, and contacts can be synchronized with a user's Outlook address book.

  • CRM for Outlook with Offline Access provides an offline client that can be used without a network connection and then can be synchronized with CRM once a network connection is re-established...