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!

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Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Neil Benson
Nov, 2012 | 306 pages
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Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Overview of Microsoft Dynamics CRM 2011
Overview of Microsoft Dynamics CRM 2011
Architecture of Microsoft Dynamics CRM 2011
Supported and unsupported customization
Deployment options
Using an implementation methodology
Customization security roles
Summary
2
Configuring the System Settings
Configuring the System Settings
Configuring the system settings
Understanding CRM for Outlook settings
Exportable settings
Summary
Test your knowledge
3
Configuring the Organization Structure
Configuring the Organization Structure
The organization structure
Business units
Users
Teams
Security roles and privileges
Other security features
Summary
Test your knowledge
4
Entity and Attribute Customization
Entity and Attribute Customization
Custom entities
Custom fields
Field-level security
Option sets
Managing entities in a solution
Publishing solutions
Summary
Test your knowledge
5
Data Modeling Using Entity Relationships
Data Modeling Using Entity Relationships
Introduction to entity relationships
Mappings
Connections
Summary
Test your knowledge
6
User Interface Customization: Forms, Views, and Charts
User Interface Customization: Forms, Views, and Charts
Customising forms
Customizing views
Customizing charts
Summary
Test your knowledge
7
Auditing
Auditing
What is auditing?
Configuring auditing
Auditing user access
Viewing the audit data
Audit permissions
Managing the audit log
Summary
Test your knowledge
8
Solutions
Solutions
Introduction to solutions
Working with solutions
Exporting solutions
Importing solutions
Summary
Test your knowledge
9
Sample Certification Exam Questions
Sample Certification Exam Questions
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Answers to Sample Certification Exam Questions
Answers to Sample Certification Exam Questions
Q. 1
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Answers to the Self-test Questions
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
Introduction to Microsoft Dynamics CRM Training and Certification
Introduction to Microsoft Dynamics CRM Training and Certification
Training courses and examinations
Certifications
Exam MB2-866—customization and configuration
Summary
Index
Index

Business units

A business unit represents a part of your organization that has security requirements distinct from another part. Business units could correspond to your organization's divisions or departments, but the business units configured in Microsoft Dynamics CRM do not necessarily need to match the business units shown in your organization chart. Distinct business units only need to be created in CRM where distinct security requirements exist.

In this section we will learn about:

  • The root business unit

  • Managing the business units

The root business unit

The root business unit is the ultimate parent business unit in the organization structure. It is created by the CRM Server setup program, when CRM is installed with all server roles or by the CRM Deployment Manager, when a new CRM organization is deployed.

The root business unit has the following properties:

  • It can be renamed

  • It cannot be disabled or deleted

  • It cannot have a parent business unit

Managing the business units

By default, you...

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