Prerequisites

The course materials, lectures, and lab exercises are in English. To benefit fully from our instruction, students need an understanding of the English language and completion of the prerequisites.

Course Materials and Software

What are your takeaways?

Attendees receive Microsoft Official Curriculum student kits for Course M8913 Dynamics CRM 4.0 Applications and M8912 Dynamics CRM 4.0 Customization and Configuration, and trainer-authored student kit for course I3701 understanding Workflows in Dynamics CRM 4.0. Attendees also receive six-month subscriptions to online classrooms at the United Training-hosted Student Portal, where they will have access to online content plus full recorded ILT sessions from the popular Dynamics CRM 4.0 Partner Academy training classes Richard delivers for the Microsoft Partner Community.

Course Outline

Days 1-2: Applications

• Core Concepts
• Sales and Opportunity Management
• Marketing
• Service Management
• Service Scheduling

Days 3-5: Workflows and Customizing

• Workflows
• Understanding Workflow
• Business Examples
• Automatic and On-Demand
• Conditions and Actions
• Sales Process Workflows
• Advanced Concepts and Applications
• Customizing
• Customization Strategies
• CRM Customization Architecture
• Configuration and Security
• Customizing Forms and Views
• Entities, Attributes and Relationships
• Advanced Customizations