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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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Summary
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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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Test your knowledge
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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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Summary
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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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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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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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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

Exporting solutions

An exported solution is a ZIP file containing all the solution's components in XML format. Exported solution files can be imported into other CRM organizations. This is the most common method for promoting customizations from development to test to production. It is also the method by which customizations are packaged by publishers and delivered to customers.

When you export a solution from Microsoft Dynamics CRM 2011, you have the option to export the solution as either an unmanaged or managed solution. A managed solution cannot be exported from your organization after it has been imported.

If you export your solution as an unmanaged solution, you will be able to continue customizing the solution's components after importing it into your target organization. If you export your solution as a managed solution, your ability to customize the solution's components will be restricted (depending on the managed properties specified in the solution when it was exported).

Tip

Managed...

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