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


Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
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Overview
Table of Contents
Author
Reviews
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Sample Chapters
  • 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

Book Details

Language : English
Paperback : 306 pages [ 235mm x 191mm ]
Release Date : November 2012
ISBN : 1849685800
ISBN 13 : 9781849685801
Author(s) : Neil Benson
Topics and Technologies : All Books, Enterprise Products and Platforms, CRM, Microsoft Dynamics, Enterprise

Table of Contents

Preface
Chapter 1: Overview of Microsoft Dynamics CRM 2011
Chapter 2: Configuring the System Settings
Chapter 3: Configuring the Organization Structure
Chapter 4: Entity and Attribute Customization
Chapter 5: Data Modeling Using Entity Relationships
Chapter 6: User Interface Customization: Forms, Views, and Charts
Chapter 7: Auditing
Chapter 8: Solutions
Chapter 9: Sample Certification Exam Questions
Appendix A: Answers to Sample Certification Exam Questions
Appendix B: Answers to the Self-test Questions
Appendix C: Introduction to Microsoft Dynamics CRM Training and Certification
Index
  • Chapter 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
    • Chapter 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
      • Chapter 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
            • How to delete a business unit
        • Users
          • Introduction to user management
            • Importance of managing users
            • Authentication
            • Licensing
          • 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
            • Business units and inherited security roles
            • Applying security roles to users and teams
            • How to create a custom security role
          • Introduction to security privileges
            • Entity-based security privileges
            • Task-based security privileges
        • Other security features
          • Field security profiles
          • Role-based forms
          • User interface customization
        • Summary
        • Test your knowledge
        • Chapter 4: Entity and Attribute Customization
          • Custom entities
            • Introduction to entities
            • Creating custom entities
              • Custom entity options
            • Custom entity privileges
            • Customizing entities
              • Customizing an entity from a grid or form
              • Showing an entity's dependencies
              • Publishing an entity
              • Updating the entity's icons
              • Delete
              • Managed properties
          • Custom fields
            • Introduction to fields
            • Field datatypes
              • Datatype descriptions
            • 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
          • Chapter 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
              • 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
            • Chapter 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
                  • Editing sections
                  • Editing fields
                  • Editing the navigation area
                  • Editing the header and footer
                  • Adding sub-grids
                  • Adding iFrames
                  • Adding web resources
                  • 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
                  • 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
              • Chapter 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
                • Chapter 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
                  • Appendix 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

                    Neil Benson

                    Neil Benson started his CRM career as a sales professional dissatisfied with his organization's CRM system 15 years ago. Since then he has been selling, implementing, and customizing CRM systems with an emphasis on user adoption to maximize return-on-investment. In 2006, he founded Increase CRM, the UK's leading provider of hosted Microsoft Dynamics CRM and he currently works for Slalom Consulting in Los Angeles, California, as a CRM architect. He is a Microsoft Certified Technical Specialist for Microsoft Dynamics CRM and has been a Microsoft Most Valuable Professional for CRM since 2010. He is also a speaker at numerous CRM user groups and Microsoft conferences.

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                    Submit Errata

                    Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                    Errata

                    - 7 submitted: last submission 24 Feb 2014

                    On page 258, under the heading Chapter 6: User Interface Customization: Forms, Views, and Charts, the answer for the Question no. 5 is incorrect. The correct anser is 4. The answer for Question no. 6 is missing. The correct answer for that is 1 and 3.

                    Errata type: Typo | Page number: 217

                    Q.30, Option: 2

                    2. Date and Time fields cannot be used to store dates prior to January 1, 1990

                    should be:

                    2. Date and Time fields cannot be used to store dates prior to January 1, 1900

                    Errata type: Technical| Page number: 240

                    The answer set to Q.19 is wrong. The correct one is as follows:

                    1.   Incorrect: when the solution is unmanaged, you can customize the entity after setting the ‘Can be customized’ property to ‘True’.

                    2.   Correct.

                    3.   Correct.

                    4.   Incorrect: you can only modified the managed properties of an entity while it is in an unmanaged solution.

                    5.   Incorrect: no components have a ‘Can be deleted’ managed property.

                    Errata type: Technical| Page number: 215

                    In the Customizations area, click on Customize the System, select the custom entity, and click on Remove in the actions toolbar of the default solution.

                    should be:

                    In the Customizations area, click on Customize the System, select the custom entity, and click on Delete in the actions toolbar of the default solution.

                     

                    Errata type: Technical| Page number: 242

                    The answer set to Q.25 is wrong. The correct one is as follows:

                    1.  Correct.

                    2.  Correct.

                    3.  Incorrect. Removing a solution component does not delete the solution component and solution components cannot be removed from the default solution.

                    4.  Incorrect. There is no Entity Deletion Wizard.

                    5.  Incorrect. Deleting an entity from the customizations.xmldoes not delete an entity when the solution is imported into an organization.

                     

                    Errata type: Technical| Page number: 243

                    The answer set to Q.29 is wrong. The correct one is as follows:

                    1.  Incorrect. Removing the custom entities from the solution will not delete the custom entities from the default solution.

                    2.  Incorrect. System entities cannot be deleted before the solution is deleted from an unmanaged solution.

                    3.  Correct.

                    4.  Incorrect. System entities cannot be deleted.

                    5.  Correct.

                    Errata type: Technical| Page number: 259

                    The answer set for Chapter 8 is wrong. The correct one is as follows:

                    Question Number     Answers

                    1                              1

                    2                              1, 2, and 3

                    3                              4

                    4                              4

                    5                              4

                    Errata type: Technical| Page number: 257

                    The answer set for Chapter 3 is wrong. The correct one is as follows:

                    Question Number Answers

                    1                              2

                    2                              1 and 2

                    3                              1, 3, and 4

                    4                              2

                    5                              1, 4 and 5

                    Sample chapters

                    You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                    What you will learn from this book

                    • Learn the application architecture of Microsoft Dynamics CRM 2011
                    • Familiarize with the courses and exams which contribute toward Microsoft Dynamics CRM certification
                    • Configure the organization structure to meet your security requirements
                    • Create custom entities, attributes and relationships to model your data
                    • Customize forms, views and charts to meet your user interface requirements
                    • Enable auditing, reviewing and managing the audit logs
                    • Use solutions to transport your customizations between CRM organizations
                    • Prepare for the real exam with a 75-question practice exam including answers

                    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!

                    Approach

                    This book is in the Enterprise certification series which means it is a hands-on guide with practical instruction, examples and all the information you will need to be successful in the exam, as well as 75 practice questions in the exam style. It includes practical advice on how to book the exam, approach the questions and maximize your score.

                    Who this book is for

                    "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" is perfect for IT professionals and developers who work for a Microsoft partner or customer organizations. If you want to demonstrate your expertise and advance your career by obtaining Microsoft certification this book will provide you with the insight you need to succeed.

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