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  • Book Overview & Buying Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

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

By : Neil Benson
3.8 (9)
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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

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

3.8 (9)
By: Neil Benson
Buy this Book

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)
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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
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Credits
About the Author
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About the Author
About the Reviewers
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About the Reviewers
www.PacktPub.com
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www.PacktPub.com
Preface
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Preface
Lock Free Chapter
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Overview of Microsoft Dynamics CRM 2011
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Overview of Microsoft Dynamics CRM 2011
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Architecture of Microsoft Dynamics CRM 2011
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Supported and unsupported customization
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Deployment options
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Using an implementation methodology
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Customization security roles
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Summary
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Configuring the System Settings
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Configuring the System Settings
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Configuring the system settings
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Understanding CRM for Outlook settings
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Exportable settings
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Summary
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Test your knowledge
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Configuring the Organization Structure
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Configuring the Organization Structure
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The organization structure
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Business units
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Users
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Teams
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Security roles and privileges
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Other security features
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Test your knowledge
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Entity and Attribute Customization
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Entity and Attribute Customization
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Custom entities
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Custom fields
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Field-level security
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Option sets
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Managing entities in a solution
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Publishing solutions
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Data Modeling Using Entity Relationships
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Data Modeling Using Entity Relationships
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Introduction to entity relationships
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Mappings
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Connections
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User Interface Customization: Forms, Views, and Charts
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User Interface Customization: Forms, Views, and Charts
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Customising forms
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Customizing views
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Customizing charts
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Auditing
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Auditing
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What is auditing?
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Configuring auditing
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Auditing user access
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Viewing the audit data
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Audit permissions
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Managing the audit log
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Summary
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Test your knowledge
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Solutions
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Solutions
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Introduction to solutions
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Working with solutions
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Exporting solutions
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Importing solutions
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Summary
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Sample Certification Exam Questions
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Sample Certification Exam Questions
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Answers to Sample Certification Exam Questions
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Answers to the Self-test Questions
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Answers to the Self-test Questions
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Chapter 2: Configuring the System Settings
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Chapter 3: Configuring the Organization Structure
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Chapter 4: Entity and Attribute Customization
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Chapter 5: Data Modelling Using Entity Relationships
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Chapter 6: User Interface Customization: Forms, Views, and Charts
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Chapter 7: Auditing
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Chapter 8: Solutions
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Introduction to Microsoft Dynamics CRM Training and Certification
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Introduction to Microsoft Dynamics CRM Training and Certification
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Training courses and examinations
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Certifications
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Exam MB2-866—customization and configuration
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Summary
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Index

Deployment options

There are three deployment options for Microsoft Dynamics CRM 2011:

  • On-premise

  • Partner-hosted

  • Online

This section summarizes the differences between the deployment options that are relevant to customization and configuration.

On-premise deployment

In an on-premise deployment, the Microsoft customer deploys Microsoft Dynamics CRM in its own data center. In an on-premise deployment, an internet-facing deployment (IFD) configuration is optional and only necessary when users outside the customer's network need access to the CRM application.

Partner-hosted deployment

In a partner-hosted deployment , a Microsoft hosting partner deploys Microsoft Dynamics CRM in the partner's data center. Customer access to the CRM application is usually achieved by using an IFD configuration.

Online deployment

In an online deployment, the customer subscribes to the Microsoft Dynamics CRM Online service that is hosted by Microsoft in its data centers.

Deployment differences

There are some important differences between the customization and configuration options available in an on-premise deployment and an online deployment, as described in the following table:

Customization and configuration option

On-premise

Online

Internet Lead Capture feature

Not available

Included

Scheduled reports feature

Included

Not available

Query language for custom reports

SQL or FetchXML

FetchXML only

Maximum number of the custom entities

Unlimited

300

Maximum number of the workflow processes

Unlimited

200

Custom workflow activities (assemblies)

Supported

Not supported

Custom database indexes

Supported

Not supported

Database backup

As required

Upon request

Database restore

As required

Not available

Note

The customization and configuration options of a partner-hosted deployment can vary widely, depending on the service provided by the partner, and are not discussed further here.

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