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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
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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Summary
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Test your knowledge
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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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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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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 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

Mappings

Entity relationship field mappings reduce the data entry required when new records are created from within the context of a primary record.

For example, when you create a new contact from the Associated Contacts view on an Account form, some of the data from the account—such as the address and phone number—is copied to similar fields on the new contact record. Mappings in the account-to-contact entity relationship make this possible.

Field values from the primary record are only copied to the related record when the related record is initially created. If the fields in the primary record are later modified, the changes are not copied to the related records.

Creating and modifying mappings

To create or modify the entity relationship field mappings, perform the following steps:

  1. In the navigation pane, click on Settings.

  2. In the Customization group, click on Customizations and then click on Customize the System to open the default solution.

  3. In the left-hand navigation area of the solution...

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