Exam ID

Course ID

Microsoft Certification Name Microsoft Dynamics CRM

Duration

Deliverables - Microsoft Official Curriculum: 80296A - Course Completion Certificate from KnowledgeWoods Consulting - Microsoft Official Curriculum:

MB2867

80296A

2011 Installation and Deployment

2 Days / 16 Hours

80446A

Administering Microsoft Dynamics CRM 2011

2 Days / 16 Hours

80446A - Course Completion Certificate from KnowledgeWoods Consulting

MB2866

Microsoft Dynamics CRM 80294B 2011 Customization and Configuration

3 Days / 24 Hours

- Microsoft Official Curriculum: 80294B - Course Completion Certificate from KnowledgeWoods Consulting - Microsoft Official Curriculum:

MB2876

80295A

Extending Microsoft Dynamics CRM 2011

3 Days / 24 Hours

80295A - Course Completion Certificate from KnowledgeWoods Consulting

MB2868

80290A 80291A 80292A 80293A

Microsoft Dynamics CRM 2011 Applications

4 Days / 32 Hours

- Microsoft Official Curriculums: 80290A, 80291A, 80292A, 80293A - Course Completion Certificate from KnowledgeWoods Consulting - Microsoft Official Curriculum:

80445A

Reporting in Microsoft Dynamics CRM 2011

1 Day / 8 Hours

80445A - Course Completion Certificate from KnowledgeWoods Consulting

Workflow and Dialog 80444A Processes in Microsoft Dynamics CRM 2011 Integrating Microsoft 80447A Dynamics CRM 2011 with Microsoft Office SharePoint Server 2010

1 Day / 8 Hours

- Microsoft Official Curriculum: 80444A - Course Completion Certificate from KnowledgeWoods Consulting - Microsoft Official Curriculum:

1 Day / 8 Hours

80447A - Course Completion Certificate from KnowledgeWoods Consulting

Course 80291A: Sales Management in Microsoft Dynamics CRM 2011

Duration : 1 Day Course Outline Module 1: Introduction Lessons Overview of the Sales Process in Microsoft Dynamics CRM Core Records in the Sales Process Tracking Competitors and Managing Sales Literature Working with Leads Working with Opportunities Sales Processes, Workflows and Dialogs

Lab : Qualify and Convert Leads Lab : Running a Dialog Process

Module 2: Working with the Product Catalog Lessons The Product Catalog and the Sales Process Unit Groups Adding and Maintaining Products Creating, Maintaining and Using Price Lists

Lab : Create a Special Offer Price List Lab : Use a Special Offer Price List for an Opportunity Module 3: Sales Order Processing Lessons The Microsoft Dynamics CRM Sales Order Process Opportunities, Quotes, and the Sales Process Working with Orders Working with Invoices

Lab : Create Multiple Quotes from an Opportunity Lab : Convert a Quote to an Order

Module 4: Analysis, Reporting and Goals Lessons Analyzing Sales Information with Lists, Views and Charts Working with Reports Exporting Sales Information to Microsoft Office Excel Creating and Managing Sales Goals Creating Charts Dashboards

Lab : Create a Sales Goal for Opportunities

Course 80290A: Marketing Automation in Microsoft Dynamics CRM 2011

Course Outline Module 1: Introduction Lessons Benefits of Closed Loop Marketing Creating and Using Marketing Lists Marketing Campaigns and Quick Campaigns Quick Campaigns Introduction to Marketing Campaigns Creating a Marketing Campaign Creating and Using Campaign Templates Importing Leads

Lab : Quick Campaigns Lab : Create a Marketing Campaign Module 2: Implementing and Managing Marketing Campaigns Lessons Campaigns, Campaign Activities and Marketing Lists Creating and Using Email Templates Sales Literature, Products and Price Lists Distributing Campaign Activities Capturing and Viewing Campaign Responses Working with Campaign Responses

Lab : Create a Campaign Response Module 3: Analysis, Reporting and Goals Lessons Analyzing Marketing Information with Lists, Views and Charts Working with Reports Creating and Managing Marketing Goals Creating Charts Customizing and Working with Dashboards

Lab : Create a Personal Chart for Appointments Lab : Goal Management

Course 80293A: Service Scheduling in Microsoft Dynamics CRM 2011

Course Outline Module 1: Introduction Lessons Service Scheduling Overview Service Scheduling Scenarios Service Scheduling Process Working with Service Activities and the Service Calendar Closing, Canceling, or Rescheduling a Service Activity Using Charts and Reports to Analyze Service Activities

Lab : Create a Service Activity with a Selection Rule Module 2: Advanced Topics Lessons Understanding the Service Activity Scheduling Engine Resources, Services and Selection Rules Incorporating Customer Preferences Resource and Service Capacity Requirements Understanding Sites and Same-Site Requirements

Lab : Schedule a Service with a Same-Site Requirement

Course 80292A: Service Management in Microsoft Dynamics CRM 2011

Course Outline Module 1: Introduction Lessons Getting Started with Service Management Cases and the Service Management Process Queues and Contracts in Service Management Working with Cases in the Case Grid

Lab : Assigning Cases and Default Queues Module 2: Working with Cases and Contracts Lessons Creating Case Records Working with Cases Contracts and Contract Templates Creating and Working with Contracts Using Contracts with Cases

Lab : Resolving a Case with a Contract Module 3: Using the Knowledge Base Lessons Article Templates Creating, Approving and Publishing Articles Using and Searching the Knowledge Base Cases and Knowledge Base Articles

Lab : Managing Knowledge Base Articles Module 4: Working with Teams and Queues Lessons Introduction to Teams Introduction to Queues Creating and Managing Queues Working with Queues and Queue Items Using Workflows with Queues

Lab : Routing Cases to Queues

Module 5: Analysis, Reporting and Goals Lessons Service Management Reports Service Management Charts and Dashboards Goal Management for Service

Lab : Goal and Goal Metrics

Prerequisites
Before attending the Microsoft Dynamics CRM 2011 Application courses, students must have: General working knowledge of customer relationship management General understanding of business processes General working knowledge of Microsoft Windows

Course 80296A: Microsoft Dynamics CRM 2011 Installation and Deployment

Duration: 2 Days Course Outline Module 1: Microsoft Dynamics CRM Components Lessons Microsoft Dynamics CRM Components Microsoft Dynamics CRM Server Microsoft Dynamics CRM for Office Outlook Microsoft Dynamics CRM E-mail Router Microsoft SQL Server 2008 Microsoft Dynamics CRM Reporting Extensions Microsoft Dynamics CRM Language Packs Microsoft SharePoint Internet Information Services Active Directory Internet Facing Deployment and Active Directory Federation Services

Module 2: Planning the Installation Lessons Planning the Microsoft Dynamics CRM Deployment Privileges for the Installation User Supported Server Technologies Hardware Requirements Software Requirements Active Directory and Microsoft Dynamics CRM 2011 Securing Network Traffic Microsoft Dynamics CRM Offerings

Module 3: Microsoft Dynamics CRM Server Installation Lessons Microsoft Dynamics CRM Server Architecture Components Installed During Server Setup Microsoft Dynamics CRM Website Required Installation Rights for Microsoft Dynamics CRM Server Install Microsoft Dynamics CRM 2011 Server Installation Troubleshooting Post-Installation Tasks

Install Microsoft Dynamics CRM using the Command Line Sample Data

Lab : Install Microsoft Dynamics CRM 2011 Server Lab : Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions Lessons Microsoft Dynamics CRM 2011 Reporting Overview Microsoft Dynamics CRM Reporting Extensions Installing Microsoft Dynamics CRM Reporting Extensions Microsoft Dynamics CRM Reporting Authoring Extension

Lab : Install Reporting Extensions Module 5: Installing and Deploying the E-mail Router Lessons Understanding the E-mail Router Install the E-mail Router and Rule Deployment Wizard Configure the E-mail Router Set Up a Forward Mailbox Deploy Inbox Rules Approve E-mail Addresses Install the E-mail Router on Multiple Computers Troubleshooting Discussion - E-mail Router

Lab : Install the E-mail Router Lab : Configure the E-mail Router Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook Lessons Microsoft Dynamics CRM for Outlook Overview Installation Requirements Deployment Methods Install Microsoft Dynamics CRM for Outlook Configure Microsoft Dynamics CRM for Outlook Configure User E-mail Settings Installing Microsoft Dynamics CRM for Outlook using the Command Line Using Microsoft Dynamics CRM for Outlook with Offline Capability

Lab : Install Microsoft Dynamics CRM for Outlook Lab : Offline Capability Module 7: Configure an Internet Facing Deployment Lessons Overview of Claims-Based Authentication General Requirements Certificates Install Active Directory Federation Services 2.0 Configure AD FS 2.0 Configure Claims-Based Authentication Configure Internet-Facing Deployment

Module 8: Upgrading to Microsoft Dynamics CRM 2011 Lessons Upgrade Considerations Upgrade Process Phases Phase 1 - Prepare to Upgrade Phase 2 - Establish the Test Environment Phase 3 - Upgrade and Validate the Test Environment Phase 4 - Upgrade and Validate the Production Deployment Perform an In-place Upgrade of Microsoft Dynamics CRM 4.0 Server Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Module 9: Microsoft Dynamics CRM Deployment Manager Lessons Redeploying Microsoft Dynamics CRM Deployment Administrators Create a New Organization Manage Existing Organizations Importing Organizations Manage Servers Configure Access from the Internet Update Web Addresses View License Information Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles Organization Module 10: High Availability Options Lessons Install Microsoft Dynamics CRM Server on Multiple Computers Network Load Balancing Clustering Microsoft SQL Server High-availability Options for Other Supporting Components

Prerequisites
Before attending this course, students must have working knowledge have of: Microsoft Windows Server 2008 Active Directory Internet Information Services (IIS) Microsoft Exchange Microsoft SQL Server 2008 Microsoft Outlook

Course 80446A: Administering Microsoft Dynamics CRM 2011

Duration: 2 Days Course Outline Module 1: Administering Overview Lessons Supporting Technologies CRM Administration Tasks Overview Customization Overview

Module 2: Security Lessons Business Units Security Permissions Security Roles Sharing Records Field Security Role-based Forms

Lab : Maintaining Business Units Lab : Create and Modify a Security Role Lab : Create a Field Security Profile Lab : Create a New Form Module 3: Users, Teams and Auditing Lessons User Authentication User Licensing Administering User Accounts Configuring Teams Auditing

Lab : Managing User Accounts Lab : Managing Teams Lab : Configure Auditing

Module 4: Configuring the Microsoft Dynamics CRM 2011 E-mail Router Lessons Understanding the E-mail Router Configure the E-mail Router Set Up a Forward Mailbox Deploy Inbox Rules Approve E-mail Addresses Install the E-mail Router on Multiple Computers Create and Manage Queues

Lab : Configure the E-mail Router Lab : Create a Workflow to Route Cases Lab : Routing Cases to Queues Module 5: Configuring Settings Lessons System Settings Multiple Languages Fiscal Year Settings Auto-Numbering Document Management Settings Duplicate Detection

Lab : Configure Read-Optimized Forms Lab : Configure Duplicate Detection Module 6: Deployment Manager Lessons Redeploying Microsoft Dynamics CRM Deployment Administrators Create a New Organization Manage Existing Organizations Importing Organizations Manage Servers Server Roles Configure Access from the Internet Update Web Addresses View License Information Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles Organization

Module 7: Maintenance and Troubleshooting Lessons Service Accounts Managing System Jobs Deleting Records Disaster Recovery Managing SQL Databases Troubleshooting Configuring Tracing Updating Microsoft Dynamics CRM Marketplace

Lab : Install the Activity Feeds Solution Lab : Configure Tracing

Prerequisites
Students must have experience of using Microsoft Dynamics CRM 2011. Before reviewing this training material, it is advised that individuals have a working knowledge of Windows Server 2008, Windows Server 2008 with Hyper-V, Microsoft Exchange, Microsoft SQL Server 2008 SP1 or Later, Microsoft SharePoint, Microsoft Office Outlook, Active Directory, and Internet Information Services 7 (IIS7) or later. It is recommended, but not compulsory, that individuals have completed Microsoft Dynamics CRM application training. In addition, it is recommended, but not essential, that individuals have experience working with relational databases.

Course 80294B: Microsoft Dynamics CRM 2011 Customization and Configuration

Duration: 3 Days Course Outline Module 1: Business Units and Security Roles Lessons Business Units Managing Business Units Security Features

Lab : Maintaining Business Units Module 2: Configuring Users and Teams Lessons User Management Overview Adding and Maintaining User Accounts Team Configuration

Lab : Managing User Accounts Lab : Managing Teams Module 3: Customizing Microsoft Dynamics CRM Overview Lessons Customization Methodology Who can Customize Microsoft Dynamics CRM? Types of Customizations Types of Customizations - Solutions

Lab : Creating a Solution Module 4: Customizing Fields Lessons Customization Concepts Field Data Types Field Properties Creating Fields Creating Option Sets

Lab : Creating a Custom Field

Lab : Creating and Using a Separate Option Set Module 5: Customizing Entities Lessons Entity Concepts Modifying Custom Entities

Lab : Creating Custom Entities Lab : Modifying Entities Module 6: Customizing Relationships and Mappings Lessons Types of Entity Relationships Creating Entity Relationships Entity Mapping

Lab : Create a Manual N:N Relationship Lab : Create a Mapping Module 7: Customizing Forms, Views and Charts Lessons Basic UI Customization Capabilities View Customization Overview Charts Form Customization Overview Other Form Objects Creating New Forms

Lab : View Customization Lab : Creating Charts Lab : Forms Design Module 8: Configuring Field Security Lessons Field Security Scope Field Security and Other Security Methods

Lab : Creating and Testing a Field Security Profile Lab : Modify Field Security Module 9: Configuring Auditing

Lessons Enabling Auditing Viewing Audit Data Managing Audit Partitions

Lab : Configure Auditing Module 10: Configuring Solutions Lessons Solutions Review Exporting and Importing Unmanaged Solutions Exporting and Importing Managed Solutions

Lab : Unmanaged Solutions Lab : Exporting and Importing Managed Solutions

Prerequisites
Before attending this course, students must have: A working knowledge of how to use Microsoft Dynamics CRM 2011. It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2011 applications training. Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

Course 80445A: Reporting in Microsoft Dynamics CRM 2011

Duration: 1 Days Course Outline Module 1: INTRODUCTION TO REPORTING TOOLS IN MICROSOFT DYNAMICS CRM 2011 Lessons Useful Background Knowledge and Skills Reporting Development Studio Reporting Tools and Possibilities Solutions

Module 2: VISUALIZATION Lessons Resources Creating Basic Charts Exporting Charts Importing Charts Modifying and Exporting Chart XML

Lab : Creating Basic Charts - Multi Series Bar Chart and Pie Chart Lab : Modifying Chart XML Module 3: INTRODUCTION TO REPORTING BASICS Lessons Report Development Process Types of Reports in Microsoft Dynamics CRM 2011 Default Reports The Report Wizard

Lab : Reports Module 4: BUSINESS INTELLIGENCE DEVELOPMENT STUDIO AND SQL REPORTS Lessons Background Knowledge Required and Available Resources Filtered Views Creating a Basic SSRS Report SSRS Data Regions

Parameters Pre-Filtering

Lab : Basic BIDS Report - Using Report Wizard Lab : BIDS Report - Using SSRS Data Regions Lab : BIDS Report - Using Parameters and Expressions Module 5: FETCH-BASED REPORTING Lessons What is FetchXML? Authoring of Fetch-Based Custom Reports Introduction of FetchXML Introduction of Expressions and Collections

Lab : Creating a Fetch-based Custom Report - Steps to Create a Fetch-based Custom Report Lab : FetchXML - Based Reporting that Uses Aggregation and Parameters

Prerequisites
Before attending this course, students must have: Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011.

Course 80444A: Workflow and Dialog Processes in Microsoft Dynamics CRM 2011
Duration: 1 Days Course Outline Module 1: INTRODUCTION TO PROCESSES One of the most powerful features of Microsoft Dynamics CRM 2011 is the automation of processes, providing the following benefits for organizations: Automation of key business processes and procedures. Standardizing systems and procedures.

Lessons What Are Processes? Types of Workflow Design Considerations Business Process Analysis

Lab : Concept of Workflow

Module 2: IMPLEMENTING AND CREATING WORKFLOW PROCESSES Lessons Creating Workflows Workflow Scope Starting Windows Workflow Steps Dynamic Values

Lab : Order Acknowledgement Workflow Lab : Assigning Opportunities Workflow Module 3: CONFIGURING MULTISTAGE WORKFLOWS Lessons Stages A Set of Sales Process Workflows Testing the Sales Process Workflows Workflows and Sales Pipeline Reporting Extending Workflows

Lab : Creating a Multistage Workflow

Module 4: IMPLEMENTING AND CONFIGURING DIALOG PROCESSES Lessons What are Dialogs? Creating Dialogs Dialog Structure Running Dialogs

Lab : Creating Dialog Module 5: Managing Processes Lessons Monitoring Processes Importing and Exporting Processes Process Security Importing Exporting Processes Process Security

Lab : Exporting and Importing Processes

Prerequisites
Before attending this course, students must have: Experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011

Course 80295A: Extending Microsoft Dynamics CRM 2011

Duration: 3 Days Course Outline Module 1: Extensibility Overview Lessons Objectives Introduction xRM Application Framework Extensibility Platform and Features Security Model Business Model Business Logic Business Entity Components Data Access Components and Platform Helpful Skills Resources Summary

Module 2: Common Platform Operations Lessons Objectives Introduction WCF Web Services Discovery Service Early versus Late-Binding Early-Bound Entity Class Late-Bound Entity Class Organization Service Authentication and Authorization Entity Information Working with Data Types Using the Create Method Using the Retrieve Method Using the Update Method Using the Delete Method Using the RetrieveMultipleMethod Handling WCF Faults

Lab : Lab 2.1: Creating Leads Lab : Lab 2.1: Account Management Application Module 3: Querying Data and Executing Operations Lessons Objectives Introduction Querying in Microsoft Dynamics CRM 2011 Query Expression QueryByAttitude LINQ Queries FetchXML Filtered Views OData Execute Method Requests and Responses Using the MetadataService Web Service

Lab : Lab 3.1: Using QueryExpression Lab : Lab 3.2: Using LINQ to Perform, Create, Read, Update and Delete Operations Lab : Lab 3.3: Using Fetch XML Lab : Lab 3.4: Using FetchXML Lab : Lab 3.5: Using Request and Response Module 4: Implementing Business Processes Lessons Objectives Introduction Overview of Workflow Overview of Dialogues Setting up Custom Workflow Activity Assemblies Demonstration: Configuring a Custom Workflow Activity Creating Custom Workflow Activities Debugging Custom Workflow Activities Creating and Modifying Windows Workflow Foundation (XAML Workflows) Demonstration: Modifying an Existing Workflow in Visual Studio 2010

Lab : Lab 4.1: Creating a Custom Workflow Activity

Module 5: Plug-ins Lessons Objectives Introduction Overview of Plug-ins Event Framework Plug-in Isolation, Trusts and Statistics Developing Plug-ins Impersonation in Plug-ins Entity Classes and Plug-ins Register and Deploy Plug-ins Debugging Plug-ins Windows Azure Integration with Microsoft Dynamics CRM 2011

Lab : Lab 5.1: Creating a Plug-in Module 6: Application Event Programming Lessons Objectives Introduction Using Jscript Libraries Form and Field Events Xrm.Page Xrm.Page.context (Client-Side Context) Xrm.Pge.data entity Xrm.Page.ui Form Types Form Event Handler Execution Context Setting Event Dependencies Pass Parameters Using Best Practices in Writing Client-Side Code Debugging Client-Side Code

Lab : Lab 6.1: Telephone Number Formatting Lab : Lab 6.2: Control Tab Visibility Module 7: Client Extensions Lessons Objectives Introduction Customizing the Site Map Customizing the Ribbon

URL Addressable Forms and Views

Lab : Lab 7.1: Modifying the Site Map Lab : Lab 7.2: Customize the Ribbon Module 8: Web Resources Lessons Objectives Introduction Overview of Web Resources Web Resource Management Referencing Web Resources Silverlight Web Resource REST Endpoint, OData and JSON Using JQuery

Lab : Lab 8.1: Silverlight and Opportunity Slider

Prerequisites
Before attending this course, students must have: Experience in basic form customizations and workflows Background in one or more of the following technologies: o .NET-connected applications to Visual Studio, JScript, DHTML, XML, Transact_SQL, Microsoft Dynamics CRM customizations and web services, Silverlight, Windows Workflow Foundation, AJAX and Windows AZURE Platform

Course 80447A: Integrating Microsoft Dynamics CRM 2011 with Microsoft Office SharePoint Server 2010
Duration: 1 Days Course Outline Module 1: Integration Concepts Lessons Module Overview SharePoint Storage Concepts Document Management Integration Scenarios Using Microsoft Dynamics CRM Versus SharePoint When Customizing a Solution

Module 2: Introduction to Microsoft Dynamics CRM 2011 Integration with SharePoint Lessons Module Overview Integration Overview Microsoft Dynamics CRM List Component for SharePoint Configure Data Management in Microsoft Dynamics CRM Configuring and Using the Integration Between Microsoft Dynamics CRM 2011 and SharePoint 2010

Lab : Configuring the Integration In Microsoft Dynamics CRM 2011 Module 3: Integrating External Data Sources into SharePoint Lessons What is BCS Configuring BCS Configuring a BCS Connection to CRM data Configuring BCS For Searching Excel Services

Lab : Configuring a BCS Connection to CRM data Lab : Configuring Searching for BCS Module 4: SharePoint and Microsoft Dynamics CRM 2011 Reporting Lessons Microsoft SQL Server and SharePoint 2010

SharePoint 2010 and Reporting Power View and Microsoft Dynamics CRM 2011

Lab : Configuring SharePoint 2010 for Microsoft Dynamics CRM 2011 Reporting Lab : Create a Power View Report