Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide. A practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam Neil Benson

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• 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
  • www.PacktPub.com
    • Support files, eBooks, discount offers and more
      • Why Subscribe?
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      • Instant Updates on New Packt Books
  • 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 units 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
    • Q. 1
    • Q. 2
    • Q. 3
    • Q. 4
    • Q. 5
    • Q. 6
    • Q. 7
    • Q. 8
    • Q. 9
    • Q. 10
    • Q. 11
    • Q. 12
    • Q. 13
    • Q. 14
    • Q. 15
    • Q. 16
    • Q. 17
    • Q. 18
    • Q. 19
    • Q. 20
    • Q. 21
    • Q. 22
    • Q. 23
    • Q. 24
    • Q. 25
    • Q. 26
    • Q. 27
    • Q. 28
    • Q. 29
    • Q. 30
    • Q. 31
    • Q. 32
    • Q. 33
    • Q. 34
    • Q. 35
    • Q. 36
    • Q. 37
    • Q. 38
    • Q. 39
    • Q. 40
    • Q. 41
    • Q. 42
    • Q. 43
    • Q. 44
    • Q. 45
    • Q. 46
    • Q. 47
    • Q. 48
    • Q. 49
    • Q. 50
    • Q. 51
    • Q. 52
    • Q. 53
    • Q. 54
    • Q. 55
    • Q. 56
    • Q. 57
    • Q. 58
    • Q. 59
    • Q. 60
    • Q. 61
    • Q. 62
    • Q. 63
    • Q. 64
    • Q. 65
    • Q. 66
    • Q. 67
    • Q. 68
    • Q. 69
    • Q. 70
    • Q. 71
    • Q. 72
    • Q. 73
    • Q. 74
    • Q. 75
  • A. Answers to Sample Certification Exam Questions
    • Q. 1
    • Q. 2
    • Q. 3
    • Q. 4
    • Q. 5
    • Q. 6
    • Q. 7
    • Q. 8
    • Q. 9
    • Q. 10
    • Q. 11
    • Q. 12
    • Q. 13
    • Q. 14
    • Q. 15
    • Q. 16
    • Q. 17
    • Q. 18
    • Q. 19
    • Q. 20
    • Q. 21
    • Q. 22
    • Q. 23
    • Q. 24
    • Q. 25
    • Q. 26
    • Q. 27
    • Q. 28
    • Q. 29
    • Q. 30
    • Q. 31
    • Q. 32
    • Q. 33
    • Q. 34
    • Q. 35
    • Q. 36
    • Q. 37
    • Q. 38
    • Q. 39
    • Q. 40
    • Q. 41
    • Q. 42
    • Q. 43
    • Q. 44
    • Q. 45
    • Q. 46
    • Q. 47
    • Q. 48
    • Q. 49
    • Q. 50
    • Q. 51
    • Q. 52
    • Q. 53
    • Q. 54
    • Q. 55
    • Q. 56
    • Q. 57
    • Q. 58
    • Q. 59
    • Q. 60
    • Q. 61
    • Q. 62
    • Q. 63
    • Q. 64
    • Q. 65
    • Q. 66
    • Q. 67
    • Q. 68
    • Q. 69
    • Q. 70
    • Q. 71
    • Q. 72
    • Q. 73
    • Q. 74
    • Q. 75
  • 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 MB2-866customization 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

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