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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
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1
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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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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Test your knowledge
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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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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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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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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

Summary

Microsoft Dynamics CRM 2011 has a multi-tier architecture that provides greater scalability, flexibility, and extensibility than a two-tier, client-server architecture.

The presentation tier displays the user interface through the CRM web client, CRM for Outlook, or CRM for the Mobile clients, and can be customized by using the client-side integration and web resources.

The application tier runs on the CRM server and includes the web servers, business logic, security, and data access components. It can be customized by using the server-side integration, workflows and dialogs, and the plugins and custom workflow activities.

The data tier stores the customer data and metadata. Customization is supported through metadata changes, but direct database access is not supported. Every application that interacts with CRM does so through the web services in the CRM platform. Alternatively, applications can use the SQL-based queries to retrieve the CRM data by using filtered views.

There are a range of supported and unsupported configuration and customization methods available for Microsoft Dynamics CRM 2011. The unsupported methods may work initially, but might not work after an update or upgrade and will not be supported by Microsoft.

Microsoft Dynamics CRM offers the on-premise, partner-hosted, and online deployment options, with a few customization and configuration differences between these options.

Using an implementation methodology, such as Microsoft Dynamics Sure Step, ensures that a proven, repeatable process is followed so that nothing gets overlooked or omitted.

A System Administrator or System Customizer security role is required to customize Microsoft Dynamics CRM 2011. The System Customizer security role has some limitations, such as creating plugins and web resources.

In the next chapter, we'll learn more on how to configure the CRM 2011 system settings.

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