Archive for February, 2010

6.2 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 6.2 – Using the Report Wizard
Chapter: 6
Page: 21

What is the primary entity the lab is based on?

  • Creating a new report

What are the associated entities?

  • Adding reports to categories, and making reports viewable by organizations

What did you learn to do in this lab?

  • How to create a report, and how to add reports to catagories and make them viewable by organizations

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

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6.1 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 6.1 – Create Excel Reports
Chapter: 6
Page: 18

What is the primary entity the lab is based on?

  • Creating an Excel worksheet by exporting data from CRM

What are the associated entities?

  • Uploading Excel worksheets into CRM

What did you learn to do in this lab?

  • How to export data to create an Excel report, and how to upload Excel worksheets into CRM

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

4.3 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 4.3 – Create a Data Map
Chapter: 4
Page: 54

What is the primary entity the lab is based on?

  • Creating a new data map

What are the associated entities?

  • Importing the data, and checking it imported under the right parent account

What did you learn to do in this lab?

  • How to create a new data map, and how to import data and check it imported correctly

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

4.2 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 4.2 – Create Duplicate Detection Rules
Chapter: 4
Page: 51

What is the primary entity the lab is based on?

  • Creating a duplicate detection rule

What are the associated entities?

  • Testing that the duplicate detection rule is functioning correctly

What did you learn to do in this lab?

  • How to create a duplicate detection rules, and how to test that it works correctly

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

4.1 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 4.1 – Importing Currency Exchange Rates
Chapter: 4
Page: 41

What is the primary entity the lab is based on?

  • Importing currency exchange rates, and adding currency exchange rates to CRM

What are the associated entities?

  • Testing currencies, and changing the default currency

What did you learn to do in this lab?

  • How to import and add a currency exchange rate into CRM, how to test the currencies, and how to change the default currency for a user

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

3.2 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 3.2 – Managing Teams
Chapter: 3
Page: 22

What is the primary entity the lab is based on?

  • Creating a new team, and adding users to a team

What are the associated entities?

  • Sharing accounts with a team

What did you learn to do in this lab?

  • How to create a team and add users to it, and how to share accounts with a team

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul

3.1 (Administration)

Posted: February 26, 2010 in eLearning

Lab Name: 3.1 – Managing User Accounts
Chapter: 3
Page: 13

What is the primary entity the lab is based on?

  • Adding multiple and individual users

What are the associated entities?

  • Assigning managers, and disabling user accounts

What did you learn to do in this lab?

  • How to add users one at a time or multiple at a time, and how assign managers and disable user accounts

Are you confident that you could do the lab again without referring to the courseware?

  • Yes

-Paul