Microsoft Dynamics CRM 4.0: What's New

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About this class

This one-day instructor-led course provides students with the knowledge and skills to begin planning for Microsoft Dynamics CRM 4.0.

This training may be available onsite; please contact us if you are interested.

Who will the lesson benefit?

This course is intended primarily for Microsoft partners and customers who are already familiar with Microsoft Dynamics CRM 3.0. The material covers functionality that applies to a wide range of audiences, from business users to system administrators to developers.

What delegates will learn

After completing this course, students will be able to:

• Describe key new features of Microsoft Dynamics CRM 4.0.
• Add an organization and add business units to it
• Export, edit, and import data by using the Import Data Wizard.
• Import a customization
• Create, publish, and monitor a simple workflow.

What prerequisites are required

Before attending this course, students must have:

• Familiarity with Microsoft Dynamics CRM 3.0.
• Microsoft Certified Professional Exams
• No Microsoft Certified Professional exams are associated with this course currently.

Contents of this class

Module 1: Overview

This module provides a brief overview of the main new features in Microsoft Dynamics CRM 4.0.

Lesson

• Key New Features

After completing this module, students will be able to:

• List the main feature areas that will be covered in this course

Module 2: Installation and Deployment

This module describes improvements to installation and deployment.

Lessons

• Upgrading to Microsoft Dynamics CRM 4.0
• Versions and Licensing
• Server Setup Changes
• System Requirements
• Microsoft Dynamics CRM E-mail Router
• Microsoft Dynamics CRM for Outlook

After completing this module, students will be able to:

• Describe the features associated with upgrading to Microsoft Dynamics CRM 4.0
• Determine which type of deployment and license is suitable for their needs
• Describe the new enterprise level features
• Describe the system requirements
• Describe improvements to the Microsoft Dynamics CRM E-mail Router

Module 3: Configuration

This module describes an assortment of new features that control how organizations configure and implement Microsoft Dynamics CRM 4.0.

Lessons

• Multiple Organizations
• Multilingual User Interface
• Multiple Currencies
• Add Users Wizard

Lab 3.1: Maintaining Multiple Organizations

• Add a new organization
• Add business units for the new organization

After completing this module, students will be able to:

• Identify how multi-tenancy provides more than one organization on a single Microsoft Dynamics CRM server
• Describe what the multilingual user interface does
• Describe the multicurrency feature
• Describe what the Add Users Wizard does

Module 4: Data Management

This module describes tools that improve the data import and data migration processes.

Lessons

• Import Data Wizard
• Data Migration Manager
• Duplicate Detection

Lab 4.1: Enriching Data

• Export the data
• Edit the data
• Import the data
• View the results

After completing this module, students will be able to:

• Describe the new data import process
• Describe the new data migration process
• Describe the duplicate detection feature

Module 5: Microsoft Dynamics CRM for Outlook and Business Applications

This module focuses on improvements to Microsoft Dynamics CRM for Outlook and enhancements in reporting and business application features.

Lessons

• Changes in Microsoft Dynamics CRM for Outlook
• Feature and User Interface Changes
• Using the Report Wizard
• Other Reporting Changes

After completing this module, students will be able to:

• Describe improvements in Microsoft Dynamics CRM for Outlook
• Describe changes in functionality to Lookup, converting activities, and mail merge
• Describe changes to reporting features
• Describe changes to exporting and Advanced Find

Module 6: Customization

This module describes several new features that enable organizations to customize Microsoft Dynamics CRM 4.0 to meet their business requirements.

Lessons

• Entity Relationship Enhancements
• Importing and Exporting Customizations and Configurations
• View Enhancements

Lab 6.1: Import Customizations

• View contact before changes
• Import customizations
• View contact after changes
• Export customizations

After completing this module, students will be able to:

• Describe the new data import process
• Describe the new data migration process
• Describe the duplicate detection feature

Module 7: Workflow

This module describes the improved workflow model.

Lessons

• Workflow Access
• Workflow Improvements

Lab 7.1: Workflow Lifecycle

• Create the workflow
• Add a check condition
• Add a conditional branch
• Add a default action
• Publish the workflow
• Trigger the workflow
• Confirm that the workflow ran successfully

After completing this module, students will be able to:

• Describe how users have access to the workflow lifecycle
• Describe improvements to workflow functionality

Module 8: Programmability

This module provides a high-level overview of new features that help developers customize Microsoft Dynamics CRM 4.0 to address specific business needs.

Lessons

• Event Framework
• Web Services
• Client-Side Features

After completing this module, students will be able to:

• Describe key features of the event framework, including plug-ins
• Describe major enhancements to the Web services
• Describe new client-side programming features

Microsoft Dynamics CRM 4.0: What's New / M8910

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