8910 – What’s New in Microsoft Dynamics CRM 4.0

We are working our way through the CRM 4.0 training manuals ready to deliver the first run throughs of the new 4.0 courses and I thought I would give you an outline of the courses

The What’s New course is aimed at those familiar with CRM 3.0 and who want to get to know the new features of CRM 4.0 e.g.,

  • Multi-Tenancy
  • Multi-Language
  • Multi-Currency
  • Data import and migration
  • Outlook Client and Offline Working
  • Enhanced entity relationships
  • Workflow

This is a technical course not an end user course and would be more appropriate to partners rather than end users.

The standard course is 1 day and consists of the following modules:

  • Overview of New Features
  • Installation and Deployment
  • Configuration
  • Data Management
  • Outlook and Business Applications
  • Customisation
  • Workflow
  • Programmability

The 1 day course doesn’t provide much in terms of labs or hands on so the I am delivering a 2 day course with the following agenda:

Day 1 AM

Key New Features
Licensing changes

 
   

Installation of CRM 4.0

Server Roles
Hardware/Software Requirements
Upgrading to CRM 4.0
Email Router
Outlook Client

   

Labs/Hands On

Upgrade
Installation

  PM

Configuration

Multi-Tenancy
Multi-Currency
Multi-Language

   

Outlook Client

Diagnostic Tool
Activities
Synchronisation

   

User Interface

Auto Resolution
Convert Activities
Mail Merge

   

Data Management

Import Wizard
Export for Import
Data Migration Manager
Outlook Duplicate Detection

   

Reporting

Report Wizard
Advanced Find
Export Data from Related Entities

   

Labs/Hands On

Importing Data
Duplicate Detection
Outlook Client
Report Wizard
Advanced Find

Day 2 AM

Customisation

Entity Relationships
Views
Import/Export Customisations

   

Workflow

Windows Workflow Foundation in CRM
Events: Update and Delete
Dynamic Values
Form Assistant
Sales Processes

   

Labs/Hands On

Entities
Workflow
  PM Programmability

Event Framework
Plug Ins
Synchronous and Asynchronous Workflow
Web Services
Multi-Tenancy/Organisations
Upgrade from 3.0
Client Side

   

Labs/Hands On

Plug Ins
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About Julian Sharp

I have worked with Dynamics CRM since 2004 and have been involved in over 100 CRM projects. I am a Dynamics MCT and teach Dynamics 365 and Azure in the UK and across Europe
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