Module 1: Overview

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

Lessons

• Key New Features

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

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: Maintaining Multiple Organizations

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

After completing this module, students will be able to:

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: Enriching Data

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

After completing this module, students will be able to:

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

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: Import Customizations

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

After completing this module, students will be able to:

Module 7: Workflow

This module describes the improved workflow model.

Lessons

• Workflow Access
• Workflow Improvements

Lab: 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:

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