Archive for March, 2010

Wednesday

Posted: March 31, 2010 in Other

31.03.10

Had toastmasters today, didn’t have to do tabletopics, but I’m grammarian next week. Did some more work on VPCs and BigFrog etc, and updated my blog for the magnetism website. There’s still a few things I need to adjust on my blog before it goes up, but it’s almost ready.

-Paul

I sat the Microsoft Dynamics CRM 4.0 Extending exam a few days ago, after completing the courseware for Extending. This exam was quite a lot different to the other Dynamics CRM exams I have sat, as it goes more into the programming side of CRM. You have to know quite a lot about C# to be able to pass this exam, as many of the answers in the exam are similar. I would only recommend sitting this exam if you have a good understanding of C#.

The Microsoft Dynamics CRM 4.0 Extending course shows you how to use C# programming in Visual Studio to create and edit the coding needed to extend CRM. The course uses demonstrations, procedures and labs to give you a better understanding of Extending, so you can see what to do as well, instead of just being able to read what to do. It also teaches you how to add code to existing applications, to improve or fit them to your needs. The course only takes a few days to complete, but you may need to know some C# coding prior to doing this course, for it to completely make sense.

I recently passed the Microsoft Dynamics CRM 4.0 Installation exam, at the Avonmore testing centre in Whangarei, New Zealand. This exam was my third Dynamics CRM exam I have passed, and is one of the easier of the exams I have sat. The exam mainly asks questions regarding how to install and uninstall the CRM server, and how to install CRM on multiple computers. With a pass rate of 70%, it seems quite a large mountain to climb, but if you know all the content, which there isn’t much to remember, 70% or better becomes a very achievable result.

The Microsoft Dynamics CRM 4.0 Administration course was the fourth CRM course I have been through as an intern. It teaches you how to manage, and administrate CRM. I studied this course in preparation for the Microsoft Dynamics CRM 4.0 Extending exam, MB2-634, which I am planning to sit next week. The Administration course took me about 2 working days to complete and understand, and I would recommend this course to anyone who manages CRM.

An example of what the Administration course teaches you to do is creating a new Business Unit, which you can do by following the steps below.

  1. Click Settings in the Navigation Pane.
  2. Under Administration, click Business Units.
  3. On the Action toolbar click New.
  4. Set values for Name and Parent Business, and any other fields necessary.
  5. Click Save and Close.

I’ve been learning about Dynamics CRM for the past few weeks, doing the online eLearning courses to improve my knowledge of CRM. The installation and Configuration course was the 4th course I did, and takes only 6 hours to complete. The course walks through how to install and uninstall the CRM server and CRM for outlook. It also describes how to set up the CRM for outlook with offline access on multiple computers. This course is ideal for anyone who wants to set up CRM on their computer or network, without having to get someone else to do it for them.

Uninstalling the CRM server

  1. On the start bar click Control Panel, then click Add or Remove Programs
  2. Click Microsoft Dynamics CRM Server, and then click Change/Remove
  3. Make sure Uninstall in selected, then click Uninstall
  4. Wait while the uninstall wizard uninstalls the Microsoft Dynamics CRM Server
  5. Click Finish to close the wizard

Last week I sat the Microsoft Dynamics CRM 4.0 Customization exam. This exam, so I was told, was one of the easier of the Dynamics CRM exams, so I went into the exam feeling confident having passed my Applications exam the week before with 92%. Whether it was that the exam was actually harder, or just that the claustrophobia of being inside a small room with a camera watching you got to me, but something made the Customization exam harder than I had expected. I scored a total of 74%, with 70% being the pass rate. I still passed though, and a pass is a pass, no matter what you score.

CRM Customization and Configuration

I finished the CRM Customization and Configuration course last week, which basically shows you how to create, add, remove and edit entities and attributes, and how to change the forms and views for Records. Customizing CRM is very handy for businesses that don’t need all the attributes that comes with a certain form by default, or they might not like the name of the ‘Account Name’ field, and could decide to change it to ‘Business Name’ for example. The Customization and Configuration course takes no longer than one week to complete, and afterwards you can fully customize the CRM user interface, to whatever your business desires.

Changing the field name from ‘Account Name’ to ‘Business Name’

  1. In the Navigation Pane, click Settings and then click Customization.
  2. In the Customization area, click Customize Entities.
  3. Open the Account entity.
  4. Under Forms and Views, open Form.
  5. Click the Account Name field and then click Change Properties.
  6. In the Label field change the name from Account Name to Business Name and click ok.
  7. Click Save and Close, and then Save and Close again.
  8. With the Account entity selected, click Publish on the Actions Toolbar.
  9. Test that the name has changed by opening an Account.

Last week I sat the Microsoft Dynamics CRM 4.0 Applications exam. I had been studying for the exam for a few weeks prior to sitting it, and then decided I was ready. The Avonmore testing centre in Kensington is the only testing centre in Whangarei, so if the time you wanted was booked already, there was nothing you could do but book a different time. I sat the exam on Thursday at 1:15pm, and scored 92%, so my studying paid off.  Passing Applications prepared me for my exams ahead: Customization, Installation, and Extending. As long as you know the content, and go over your notes before the exam, it ends up being an easy pass at 70%.

CRM Workflows

Workflows are designed to do things that would usually require data input. For example when a contact is created in CRM it could send notifications to people to get in touch with the new contact. Or it could even send an email to the contact for you with their details already filled in. The Workflows Training Course shows you how to create very simple or very complex workflows to work inside a business’s CRM. Not only does the Workflow Course tell you how to create workflows, but it also uses labs and procedures to walk you through them as well, making it much easier to learn, and understand how to make workflows.

Creating a new Workflow

  1. In the Navigation Pane, click Settings, and then Workflows.
  2. On the Actions Toolbar, click New.
  3. Type a Workflow name and click Ok.
  4. Click the Add Step drop down and select Send E-mail.
  5. Click Set Properties.
  6. Use the lookup icon to select who it is from.
  7. Click into the To field. On the Form Assistant, under Look for, select Account, and then Created by.
  8. Click Add, and then Ok.
  9. In the subject type “You’ve created a new account”.
  10. Click Save and Close.
  11. Click Publish on the Actions Toolbar to publish the workflow.
  12. Click Close to close the Workflow.
  13. To test the workflow, creating a new Account record, then save but don’t close the account, and then click the Workflows link on the Details section and confirm that the Workflow you created is there.