Microsoft Dynamics CRM 2011 Customization & Configuration…电子书

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

Table of Contents

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

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Overview of Microsoft Dynamics CRM 2011

Architecture of Microsoft Dynamics CRM 2011

Multi-tier architecture

Presentation tier

Application tier

Data tier

Supported and unsupported customization

Supported customizations

Unsupported customizations

Deployment options

On-premise deployment

Partner-hosted deployment

Online deployment

Deployment differences

Using an implementation methodology

Microsoft Dynamics Sure Step

Customization security roles

Summary

2. Configuring the System Settings

Configuring the system settings

How to configure the system settings

General

Calendar

Formats

Auditing

E-mail

Marketing

Customization

Outlook

Reporting

Goals

Understanding CRM for Outlook settings

CRM for Outlook settings

CRM System Settings

CRM for Outlook Personal Options

Exportable settings

System settings exported in a solution

System settings not exported in a solution

Additional settings exported in a solution

Auto-numbering

Relationship Roles

ISV Config

Summary

Test your knowledge

3. Configuring the Organization Structure

The organization structure

Planning the organization structure

Business units

The root business unit

Managing the business units

How to create a new business unit

How to rename a business unit

How to change a business unit's parent business unit

How to disable and enable a business unit

Disabling a business unit

Enabling a business unit

How to delete a business unit

Users

Introduction to user management

Importance of managing users

Authentication

Licensing

Access modes

License types

External connector license

Creating and managing users

How to create a user

How to create multiple users

How to disable a user

How to enable a user

How to reassign a user's records to another user

How to assign a security role to a user

How to assign a user to a team

Teams

Introduction to teams

Default business unit teams

Managing teams

How to create a team

How to add users to a team

How to remove users from a team

How to add teams to a user

How to assign a security role to a team

How to remove a security role from a team

How to share records with a team

How to unshare records with a team

How to delete a team

Security roles and privileges

Introduction to security roles

Standard security roles

Customizing the standard security roles

Security roles and custom entities

Business units and inherited security roles

Applying security roles to users and teams

Security roles and users

The User Summary report

How to run the User Summary report

Reassigning users

Security roles and teams

How to create a custom security role

How to create a new security role

How to copy an existing security role

How to use the privilege shortcut

Introduction to security privileges

Entity-based security privileges

Entity actions

Access levels

Task-based security privileges

Other security features

Field security profiles

Role-based forms

User interface customization

Summary

Test your knowledge

4. Entity and Attribute Customization

Custom entities

Introduction to entities

Creating custom entities

Custom entity options

Entity definition

Areas that display the entity

Communications and collaboration

Data services

Outlook and mobile

Custom entity privileges

Customizing entities

Customizing an entity from a grid or form

Customizing an entity from a grid

Customizing an entity from a form

Showing an entity's dependencies

Publishing an entity

Updating the entity's icons

How to update the entity icons

Delete

Deleting a custom entity

Managed properties

Custom fields

Introduction to fields

Field datatypes

Datatype descriptions

Single line of text

Option set

Two options

Whole number

Floating point number

Decimal number

Currency

Multiple lines of text

Date and time

Lookup

Field properties

Display Name

Name

Requirement Level

Searchable

Field Security

Auditing

Description

IME mode

Customizing fields

Advantages of creating a custom field

Advantages of modifying a system field

Modifying the existing fields

Creating custom fields

Field-level security

Enabling field-level security

Creating a field security profile

Applying a field security profile

Option sets

Creating a global option set

Method 1: Creating the global option set first

Method 2: Creating the global option set while creating the field

Modifying a global option set

Deleting a global option set

Managing entities in a solution

Adding an existing entity to a solution

Removing an existing entity from a solution

Publishing solutions

Summary

Test your knowledge

5. Data Modeling Using Entity Relationships

Introduction to entity relationships

Types of entity relationships

Unsupported relationship types

1:N relationships

N:1 relationships

Creating a custom 1:N relationship

Primary fields as lookup values

Relationship behaviors

Example of relationship behaviors in an action

N:N relationships

Native and manual N:N relationship types

Creating a native N:N relationship

Self-referential relationships

Self-referential 1:N relationships

Self-referential N:N relationships

Mappings

Creating and modifying mappings

Requirements for mapping

Connections

Creating connection roles

Creating a connection

Summary

Test your knowledge

6. User Interface Customization: Forms, Views, and Charts

Customising forms

Components of a form

Components of a main form

Components of a main form editor

Components of a mobile form

Components of a mobile form editor

Customizing main forms

Editing tabs

Inserting or modifying a tab

Editing sections

Inserting or modifying a section

Editing fields

Inserting or modifying a field

Editing the navigation area

Inserting or modifying a relationship

Editing the header and footer

Modifying the header or footer

Adding sub-grids

Inserting or modifying a sub-grid

Adding iFrames

Inserting or modifying an iFrame

Adding web resources

Inserting or modifying a web resource

Removing the form components

Previewing forms

Customizing mobile forms

Accessing CRM Mobile Express

Enabling entities for CRM Mobile Express

Customizing the mobile form fields

Creating forms

Creating a main form

Selecting a form

Creating a mobile form

Role-based forms

Fallback form

Creating a role-based form

Ordering forms

Customizing views

System views

Active and inactive record views

Advanced Find view

Associated view

Lookup view

Quick Find view

Creating a view

Organizing data in a view

Adding and maintaining fields in a view

Selecting a default view

Customizing charts

Chart types

Creating a system chart

Adding charts to entities

Selecting a chart type

Exporting and importing charts

Exporting a system chart

Exporting a user chart

Importing a chart as a system chart

Summary

Test your knowledge

7. Auditing

What is auditing?

What can be audited?

Configuring auditing

Configuring organization-level auditing

Organization-level auditing tips

Configuring entity-level auditing

Configuring field-level auditing

Auditing user access

Viewing the audit data

Audit Summary View

Audit History View for records

Audit permissions

Audit-related tasks and required privileges

Managing the audit log

Audit logs in the database

Summary

Test your knowledge

8. Solutions

Introduction to solutions

Default solution

Solution components

Customizations not included in solutions

Unmanaged and managed solutions

Unmanaged solutions

Managed solutions

Working with solutions

Creating a solution

Solution publisher

Deleting a solution

Working with solution components

Creating new components

Deleting components

Adding existing components

Removing components

Exporting solutions

How to export a solution

Managed properties

Modifying managed properties

Importing solutions

How to import a solution

Conflict resolution strategies

Merge

Top wins

Special conflict resolution for updates to managed solutions

Import log file

Summary

Test your knowledge

9. Sample Certification Exam Questions

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A. Answers to Sample Certification Exam Questions

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B. Answers to the Self-test Questions

Chapter 2: Configuring the System Settings

Chapter 3: Configuring the Organization Structure

Chapter 4: Entity and Attribute Customization

Chapter 5: Data Modelling Using Entity Relationships

Chapter 6: User Interface Customization: Forms, Views, and Charts

Chapter 7: Auditing

Chapter 8: Solutions

C. Introduction to Microsoft Dynamics CRM Training and Certification

Training courses and examinations

For users

For implementers and administrators

Applications

Installation

Customization

For developers

Extending

Certifications

Microsoft Certified Technology Specialist (MCTS)

Microsoft Certified IT Professional (MCITP)

Benefits of certification

Exam MB2-866—customization and configuration

How to study for the exam

How to book your exam

Exam languages

Exam fees

Retaking the exam

What to expect at the test center

How to make best use of your time

How to answer the questions

Summary

Index