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

Book Description

A practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam

  • Based on the official syllabus for course 80294B to help prepare you for the MB2-866 exam

  • Filled with all the procedures you need to know to pass the exam including screenshots

  • Take the practice exam with 75 sample questions to assess your knowledge before you sit the real exam

In Detail

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

  1. Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
    1. Table of Contents
    2. Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    8. 1. Overview of Microsoft Dynamics CRM 2011
      1. Architecture of Microsoft Dynamics CRM 2011
        1. Multi-tier architecture
          1. Presentation tier
          2. Application tier
          3. Data tier
      2. Supported and unsupported customization
        1. Supported customizations
        2. Unsupported customizations
      3. Deployment options
        1. On-premise deployment
        2. Partner-hosted deployment
        3. Online deployment
        4. Deployment differences
      4. Using an implementation methodology
        1. Microsoft Dynamics Sure Step
      5. Customization security roles
      6. Summary
    9. 2. Configuring the System Settings
      1. Configuring the system settings
        1. How to configure the system settings
          1. General
          2. Calendar
          3. Formats
          4. Auditing
          5. E-mail
          6. Marketing
          7. Customization
          8. Outlook
          9. Reporting
          10. Goals
      2. Understanding CRM for Outlook settings
        1. CRM for Outlook settings
          1. CRM System Settings
          2. CRM for Outlook Personal Options
      3. Exportable settings
        1. System settings exported in a solution
        2. System settings not exported in a solution
        3. Additional settings exported in a solution
          1. Auto-numbering
          2. Relationship Roles
          3. ISV Config
      4. Summary
      5. Test your knowledge
    10. 3. Configuring the Organization Structure
      1. The organization structure
        1. Planning the organization structure
      2. Business units
        1. The root business unit
        2. Managing the business units
          1. How to create a new business unit
          2. How to rename a business unit
          3. How to change a business unit's parent business unit
          4. How to disable and enable a business unit
            1. Disabling a business unit
            2. Enabling a business unit
          5. How to delete a business unit
      3. Users
        1. Introduction to user management
          1. Importance of managing users
          2. Authentication
          3. Licensing
            1. Access modes
            2. License types
            3. External connector license
        2. Creating and managing users
          1. How to create a user
          2. How to create multiple users
          3. How to disable a user
          4. How to enable a user
          5. How to reassign a user's records to another user
          6. How to assign a security role to a user
          7. How to assign a user to a team
      4. Teams
        1. Introduction to teams
        2. Default business unit teams
        3. Managing teams
          1. How to create a team
          2. How to add users to a team
          3. How to remove users from a team
          4. How to add teams to a user
          5. How to assign a security role to a team
          6. How to remove a security role from a team
          7. How to share records with a team
          8. How to unshare records with a team
          9. How to delete a team
      5. Security roles and privileges
        1. Introduction to security roles
          1. Standard security roles
            1. Customizing the standard security roles
            2. Security roles and custom entities
          2. Business units and inherited security roles
          3. Applying security roles to users and teams
            1. Security roles and users
            2. The User Summary report
              1. How to run the User Summary report
            3. Reassigning users
            4. Security roles and teams
          4. How to create a custom security role
            1. How to create a new security role
            2. How to copy an existing security role
            3. How to use the privilege shortcut
        2. Introduction to security privileges
          1. Entity-based security privileges
            1. Entity actions
            2. Access levels
          2. Task-based security privileges
      6. Other security features
        1. Field security profiles
        2. Role-based forms
        3. User interface customization
      7. Summary
      8. Test your knowledge
    11. 4. Entity and Attribute Customization
      1. Custom entities
        1. Introduction to entities
        2. Creating custom entities
          1. Custom entity options
            1. Entity definition
            2. Areas that display the entity
            3. Communications and collaboration
            4. Data services
            5. Outlook and mobile
        3. Custom entity privileges
        4. Customizing entities
          1. Customizing an entity from a grid or form
            1. Customizing an entity from a grid
            2. Customizing an entity from a form
          2. Showing an entity's dependencies
          3. Publishing an entity
          4. Updating the entity's icons
            1. How to update the entity icons
          5. Delete
            1. Deleting a custom entity
          6. Managed properties
      2. Custom fields
        1. Introduction to fields
        2. Field datatypes
          1. Datatype descriptions
            1. Single line of text
            2. Option set
            3. Two options
            4. Whole number
            5. Floating point number
            6. Decimal number
            7. Currency
            8. Multiple lines of text
            9. Date and time
            10. Lookup
        3. Field properties
          1. Display Name
          2. Name
          3. Requirement Level
          4. Searchable
          5. Field Security
          6. Auditing
          7. Description
          8. IME mode
        4. Customizing fields
          1. Advantages of creating a custom field
          2. Advantages of modifying a system field
        5. Modifying the existing fields
        6. Creating custom fields
      3. Field-level security
        1. Enabling field-level security
        2. Creating a field security profile
        3. Applying a field security profile
      4. Option sets
        1. Creating a global option set
          1. Method 1: Creating the global option set first
          2. Method 2: Creating the global option set while creating the field
        2. Modifying a global option set
        3. Deleting a global option set
      5. Managing entities in a solution
        1. Adding an existing entity to a solution
        2. Removing an existing entity from a solution
      6. Publishing solutions
      7. Summary
      8. Test your knowledge
    12. 5. Data Modeling Using Entity Relationships
      1. Introduction to entity relationships
        1. Types of entity relationships
        2. Unsupported relationship types
        3. 1:N relationships
          1. N:1 relationships
          2. Creating a custom 1:N relationship
          3. Primary fields as lookup values
          4. Relationship behaviors
            1. Example of relationship behaviors in an action
        4. N:N relationships
          1. Native and manual N:N relationship types
          2. Creating a native N:N relationship
        5. Self-referential relationships
          1. Self-referential 1:N relationships
          2. Self-referential N:N relationships
      2. Mappings
        1. Creating and modifying mappings
        2. Requirements for mapping
      3. Connections
        1. Creating connection roles
        2. Creating a connection
      4. Summary
      5. Test your knowledge
    13. 6. User Interface Customization: Forms, Views, and Charts
      1. Customising forms
        1. Components of a form
          1. Components of a main form
          2. Components of a main form editor
          3. Components of a mobile form
          4. Components of a mobile form editor
        2. Customizing main forms
          1. Editing tabs
            1. Inserting or modifying a tab
          2. Editing sections
            1. Inserting or modifying a section
          3. Editing fields
            1. Inserting or modifying a field
          4. Editing the navigation area
            1. Inserting or modifying a relationship
          5. Editing the header and footer
            1. Modifying the header or footer
          6. Adding sub-grids
            1. Inserting or modifying a sub-grid
          7. Adding iFrames
            1. Inserting or modifying an iFrame
          8. Adding web resources
            1. Inserting or modifying a web resource
          9. Removing the form components
          10. Previewing forms
        3. Customizing mobile forms
          1. Accessing CRM Mobile Express
          2. Enabling entities for CRM Mobile Express
          3. Customizing the mobile form fields
        4. Creating forms
          1. Creating a main form
            1. Selecting a form
          2. Creating a mobile form
        5. Role-based forms
          1. Fallback form
          2. Creating a role-based form
          3. Ordering forms
      2. Customizing views
        1. System views
          1. Active and inactive record views
          2. Advanced Find view
          3. Associated view
          4. Lookup view
          5. Quick Find view
        2. Creating a view
        3. Organizing data in a view
        4. Adding and maintaining fields in a view
        5. Selecting a default view
      3. Customizing charts
        1. Chart types
        2. Creating a system chart
          1. Adding charts to entities
          2. Selecting a chart type
        3. Exporting and importing charts
          1. Exporting a system chart
          2. Exporting a user chart
          3. Importing a chart as a system chart
      4. Summary
      5. Test your knowledge
    14. 7. Auditing
      1. What is auditing?
        1. What can be audited?
      2. Configuring auditing
        1. Configuring organization-level auditing
          1. Organization-level auditing tips
        2. Configuring entity-level auditing
        3. Configuring field-level auditing
      3. Auditing user access
      4. Viewing the audit data
        1. Audit Summary View
        2. Audit History View for records
      5. Audit permissions
        1. Audit-related tasks and required privileges
      6. Managing the audit log
        1. Audit logs in the database
      7. Summary
      8. Test your knowledge
    15. 8. Solutions
      1. Introduction to solutions
        1. Default solution
        2. Solution components
          1. Customizations not included in solutions
        3. Unmanaged and managed solutions
          1. Unmanaged solutions
          2. Managed solutions
      2. Working with solutions
        1. Creating a solution
          1. Solution publisher
        2. Deleting a solution
        3. Working with solution components
          1. Creating new components
          2. Deleting components
          3. Adding existing components
          4. Removing components
      3. Exporting solutions
        1. How to export a solution
        2. Managed properties
          1. Modifying managed properties
      4. Importing solutions
        1. How to import a solution
        2. Conflict resolution strategies
          1. Merge
          2. Top wins
          3. Special conflict resolution for updates to managed solutions
        3. Import log file
      5. Summary
      6. Test your knowledge
    16. 9. Sample Certification Exam Questions
      1. Q. 1
      2. Q. 2
      3. Q. 3
      4. Q. 4
      5. Q. 5
      6. Q. 6
      7. Q. 7
      8. Q. 8
      9. Q. 9
      10. Q. 10
      11. Q. 11
      12. Q. 12
      13. Q. 13
      14. Q. 14
      15. Q. 15
      16. Q. 16
      17. Q. 17
      18. Q. 18
      19. Q. 19
      20. Q. 20
      21. Q. 21
      22. Q. 22
      23. Q. 23
      24. Q. 24
      25. Q. 25
      26. Q. 26
      27. Q. 27
      28. Q. 28
      29. Q. 29
      30. Q. 30
      31. Q. 31
      32. Q. 32
      33. Q. 33
      34. Q. 34
      35. Q. 35
      36. Q. 36
      37. Q. 37
      38. Q. 38
      39. Q. 39
      40. Q. 40
      41. Q. 41
      42. Q. 42
      43. Q. 43
      44. Q. 44
      45. Q. 45
      46. Q. 46
      47. Q. 47
      48. Q. 48
      49. Q. 49
      50. Q. 50
      51. Q. 51
      52. Q. 52
      53. Q. 53
      54. Q. 54
      55. Q. 55
      56. Q. 56
      57. Q. 57
      58. Q. 58
      59. Q. 59
      60. Q. 60
      61. Q. 61
      62. Q. 62
      63. Q. 63
      64. Q. 64
      65. Q. 65
      66. Q. 66
      67. Q. 67
      68. Q. 68
      69. Q. 69
      70. Q. 70
      71. Q. 71
      72. Q. 72
      73. Q. 73
      74. Q. 74
      75. Q. 75
    17. A. Answers to Sample Certification Exam Questions
      1. Q. 1
      2. Q. 2
      3. Q. 3
      4. Q. 4
      5. Q. 5
      6. Q. 6
      7. Q. 7
      8. Q. 8
      9. Q. 9
      10. Q. 10
      11. Q. 11
      12. Q. 12
      13. Q. 13
      14. Q. 14
      15. Q. 15
      16. Q. 16
      17. Q. 17
      18. Q. 18
      19. Q. 19
      20. Q. 20
      21. Q. 21
      22. Q. 22
      23. Q. 23
      24. Q. 24
      25. Q. 25
      26. Q. 26
      27. Q. 27
      28. Q. 28
      29. Q. 29
      30. Q. 30
      31. Q. 31
      32. Q. 32
      33. Q. 33
      34. Q. 34
      35. Q. 35
      36. Q. 36
      37. Q. 37
      38. Q. 38
      39. Q. 39
      40. Q. 40
      41. Q. 41
      42. Q. 42
      43. Q. 43
      44. Q. 44
      45. Q. 45
      46. Q. 46
      47. Q. 47
      48. Q. 48
      49. Q. 49
      50. Q. 50
      51. Q. 51
      52. Q. 52
      53. Q. 53
      54. Q. 54
      55. Q. 55
      56. Q. 56
      57. Q. 57
      58. Q. 58
      59. Q. 59
      60. Q. 60
      61. Q. 61
      62. Q. 62
      63. Q. 63
      64. Q. 64
      65. Q. 65
      66. Q. 66
      67. Q. 67
      68. Q. 68
      69. Q. 69
      70. Q. 70
      71. Q. 71
      72. Q. 72
      73. Q. 73
      74. Q. 74
      75. Q. 75
    18. B. Answers to the Self-test Questions
      1. Chapter 2: Configuring the System Settings
      2. Chapter 3: Configuring the Organization Structure
      3. Chapter 4: Entity and Attribute Customization
      4. Chapter 5: Data Modelling Using Entity Relationships
      5. Chapter 6: User Interface Customization: Forms, Views, and Charts
      6. Chapter 7: Auditing
      7. Chapter 8: Solutions
    19. C. Introduction to Microsoft Dynamics CRM Training and Certification
      1. Training courses and examinations
        1. For users
        2. For implementers and administrators
          1. Applications
          2. Installation
          3. Customization
        3. For developers
          1. Extending
      2. Certifications
        1. Microsoft Certified Technology Specialist (MCTS)
        2. Microsoft Certified IT Professional (MCITP)
        3. Benefits of certification
      3. Exam MB2-866—customization and configuration
        1. How to study for the exam
        2. How to book your exam
          1. Exam languages
          2. Exam fees
          3. Retaking the exam
        3. What to expect at the test center
        4. How to make best use of your time
        5. How to answer the questions
      4. Summary
    20. Index