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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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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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Test your knowledge
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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
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Index

Option sets

An option set is a field with a constrained set of options from which users can choose one value. An option set field is sometimes called a picklist or dropdown field.

In previous versions of Microsoft Dynamics CRM, option sets could not be re-used and had to be redefined separately each time you wanted the same field with the same options to be used on different entities.

Using the new global option sets feature in Microsoft Dynamics CRM 2011, you can define an option set once and re-use it in multiple entities or even for the multiple times within the same entity. When you update the options for a global option set, all fields that reference the global option set are updated. This makes option set maintenance much easier for the system administrators and makes option sets easier to use for users and developers.

In this section we'll learn about:

  • Creating a global option set

  • Modifying a global option set

  • Deleting a global option set

Creating a global option set

There are two methods...

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