Home
Microsoft Dynamics CRM Readiness Boot Camp PDF   E-mail

Microsoft Dynamics CRM Readiness Boot camp is simply the finest, most in-depth and most popular Microsoft CRM training available in the United States. It will teach your consultants and engineers how to use Microsoft CRM to address your unique business problems. In addition to standard labs, we created MegaLabs - each is an example of a real-world Microsoft CRM solution. Microsoft Dynamics CRM Readiness Boot camp is much more than Microsoft certification training, it also prepares your engineers to do a better job of implementing CRM. Hundreds of students have attended this award-winning Microsoft CRM 3.0 boot camp, resulting in outstanding reviews !!
 Request Course Info
 


 

ARE your people Microsoft CRM 3.0 ready?

Microsoft Dynamics CRM Readiness Boot camp
Microsoft & Unitek want to help your engineers get trained and certified on Microsoft CRM 3.0

  • Award-winning Microsoft CRM 3.0 boot camp was recognized by Microsoft (Northern California) district for contribution to customer and partner readiness 
  • 6 days of intensive readiness training & cert prep for MS Partners and Customers; covers 10 days of Microsoft CRM 3.0 training
  • 12-hours a day of Instructor-led Microsoft CRM 3.0 training and test preparation
  • Unitek test prep materials for all Microsoft CRM 3.0 tests
  • Students will take all three Microsoft CRM tests at our on-site prometric test center
  • Hotel stay, shuttle and all meals for all participants (with the subsidized travel package - some locations only)
  • Unitek mega-labs - real Microsoft CRM 3.0 implementation scenarios
  • Focused training on AD, SQL, Exchange skills needed for Microsoft CRM 3.0 
  • Microsoft subsidies are available to U.S. and Canadian partners. Please call to get exact details of subsidy for your location.
  • Read our outstanding student reviews for this event

 

MS-CRM-3.0-Dynamics CRM 3.0 Readiness Boot camp

Duration: 6 days

 

Starting Dates Ending Dates LocationEnroll
  Sep 20, 10  Sep 25, 10 Seattle, WA
  Sep 20, 10  Sep 25, 10 Fremont, CA
  Sep 27, 10  Oct 02, 10 Chicago, IL
  Oct 04, 10  Oct 09, 10 Washington, DC
  Oct 11, 10  Oct 16, 10 Dallas, TX
  Oct 18, 10  Oct 23, 10 Boston, MA
  Oct 25, 10  Oct 30, 10 Chicago, IL
  Nov 01, 10  Nov 06, 10 Atlanta, GA
  Nov 08, 10  Nov 13, 10 Seattle, WA
  Nov 15, 10  Nov 20, 10 Washington, DC
  Nov 22, 10  Nov 27, 10 Dallas, TX
  Nov 29, 10  Dec 04, 10 Boston, MA
  Dec 06, 10  Dec 11, 10 Chicago, IL
 


Microsoft CRM 3.0 Boot Camp Audience:

  • Students should have a working knowledge of Microsoft CRM 3.0

Microsoft CRM 3.0 Boot Camp Pre Requisites:

  • Students should have a working knowledge of Microsoft CRM 3.0

Exams Covered in the Microsoft CRM 3.0 Boot Camp

  • CRM 30-421 (Applications)
  • CRM 30-422 (Customization)
  • CRM 30-423 (Installation and configuration)

Courses Covered in the Microsoft CRM 3.0 Boot Camp

 


Topics covered in the Microsoft CRM 3.0 Boot Camp 

  • Microsoft CRM 3.0 Concepts
  • Accounts and Contacts
  • Outlook Client  

 

Sales Management

  • Sales Management Life Cycle
  • Lead Management
  • Completing the Sale
  • Sales Productivity
  • Sales Administration  

 

Marketing Automation

  • Marketing Automation Life Cycle
  • Planning amarketing Campaigns
  • Campaign Creation
  • Campaign Execution and Response Management  

 

Service Management

  • Service Management Life Cycle
  • Contract Management
  • Case management
  • Creating a Knowledge Base
  • Managing Service Queues

 

Service Scheduling

  • Service Scheduling Life Cycle
  • Scheduling Services
  • Scheduling Administration
  • Defining Services

 

Planning Customizations

  • Align customizations with Microsoft CRM 3.0 design
  • Recognize capabilities for extended development
  • Recognize core Customization capabilities
  • Recognize capability to transport customizations

 

Customize Entities

  • Transport customizations
  • Customize forms, previews & views
  • Work with entity attributes
  • Modify entity mapping
  • Renaming entities

 

Work with Custom Entities

  • Identify when to use custom entities
  • Define custom entities
  • Plan entity relationships
  • Define entity relationships
  • Delete custom entities and relationships  

Customize Reports

  • Report Planning
  • Managing Reports
  • Create or Modify Reports

 

Configure Application Integrations

  • Configure application integrations using IFrame
  • Create controls using isv.config
  • Using URL addressable forms
  • Modify navigation with sitemap
  • Recognize capabilities for server programming 

 

Application Event Programming

  • Using form and field events
  • Referencing Microsoft CRM values 

 

Components of a Microsoft CRM Deployment

  • Understand Features of the Microsoft CRM 3.0 Server
  • Understand Features of the Microsoft CRM 3.0 Clients
  • Using the Microsoft CRM 3.0 Laptop Client in Offline/Online
    modes
  • Understand Microsoft CRM 3.0 e-mail processing concepts
  • Understand SQL Reporting Services and Filtered Views  

 

Planning a Microsoft CRM 3.0 Deployment

  • Deploy Microsoft CRM 3.0 in supported Active Directory configurations
  • Deploy Microsoft CRM 3.0 in supported SQL Server configurations
  • Understand the Microsoft CRM 3.0 Licensing Model

 

Installing Microsoft CRM 3.0

  • Install Microsoft CRM 3.0 Server
  • Install and manage Microsoft CRM 3.0 Sample Data
  • Install Microsoft CRM 3.0 Exchange E-mail Router
  • Install the Microsoft CRM 3.0 client for Microsoft Office Outlook

 

Configuring Microsoft CRM 3.0

  • Create and Maintain Business Units and Sites
  • Maintain Microsoft CRM 3.0 security roles and understand Microsoft CRM 3.0 security concepts
  • Create Teams and deploy them in Microsoft CRM 3.0 
  • Configure Microsoft CRM 3.0 System Settings
  • Configure Microsoft CRM 3.0 using Server Mgr and License Mgr
  • Import and Export Customizations

 

Maintaining Microsoft CRM 3.0 

  • Redeploy Microsoft CRM 3.0 
  • Upgrade Microsoft CRM 3.0 
  • Uninstall and Repair Microsoft CRM 3.0 

Workflow

  • Define a workflow rule
  • Define a sales process
  • Set values using dynamic text
  • Manage workflows and sales processes
  • Troubleshoot problems with workflow
 

Request Course Info

 
< Prev
Copyright 2007 © Unitek Information System.