CRMUG Summit Academy 2016

Being a new Dynamics CRM Administrator is challenging. The responsibility to maintain and extend the functionality of the system is a daunting task that requires an understanding of the business as well as knowledge of Dynamics CRM capabilities. This course will help lay a foundation for understanding the many features of Dynamics CRM and their practical application by giving real world examples.
The course will cover the following areas:

• Setting up new users in Dynamics CRM
• Core Dynamic CRM Record Types
• Configuration of the Dynamics CRM including entities, views, forms, and fields
• Process Automation
• Reporting in Dynamics CRM

Learning Objectives:

• Explain how to setup a new user and additional considerations when creating a new user
• Explain which records are core Dynamics CRM records
• Show how to configure an entity form and updated a system view
• Explain the reporting options in Dynamics CRM
• Explain the different options when creating automation in Dynamics CRM

Delivery Method: Group Live

Dynamics CRM Online 2016 Update 1 introduces Project Services that enable complex, multi-day engagements and optimize resourcing with intelligent, skills-based assignments. Project service capabilities in Microsoft Dynamics CRM Online provide an end-to-end solution that helps sales and delivery teams engage customers and deliver billable projects on time and within budget.

We will introduce you to the Project Services and guide you through the hands-on exercises. Learn how to start converting your CRM sales into billable projects and manage it all using Dynamics CRM. This is a must attend for those who are take part in project deliveries.

Learn how CRM project service helps you:

• Estimate, quote, and contract work
• Plan and assign resources
• Enable team collaboration
• Capture time, expense, and progress data for real-time insights and accurate invoicing

Learning Objectives:

• Manage project-based sales with CRM project service
• Install and customize CRM project service
• Use demo data with CRM project service
• Configure CRM project service
• Time, Expense, and Collaboration in CRM project service
• Reporting for CRM project service

Instructor: George Doubinski

Audience: CRM user, sales, analyst or developer

Level:  Beginner

Prerequisites: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts

Preparation: The detailed instructions for attending the class will be sent few days prior to the class.

Delivery Method: Group Live

Already know your way around CRM 2013? Considering an upgrade, or recently completed one? Want to know more about the features that were released in 2015 and 2016?

This course will teach you all the things that a business analyst, system customizer or administrator ought to know about the new and changed configuration features, right up to 2016 Spring Update. You will find out what features have been enhanced, what else has been added and when to use these to take advantage of everything Dynamics CRM has to offer. This will help you redesign your customisations to be as efficient as possible, ensure things are easy to maintain and troubleshoot, reduce reliance on custom code, and improve your users’ experience.

This course covers things that were new or changed after the release of 2013, in major releases (2015 and 2016) and updates right up to 2016 update 1. Some big features, some small changes - and there’s lots of them!

We will not be covering in depth all of the new OOB features in the application such as changes to the product catalog, or SLAs and entitlements. Nor will this class cover all the optional add-ons such as portals, Voice of the Customer, Field Service, Project Service, Fantasy Sales Team etc. The focus here is on enhancements to the platform that you can use for your customizations and “XRM” solutions.

Description: Microsoft Dynamics CRM Service module has received significant new features with recent updates to enhance the customer care capabilities of your organization. First you’ll learn the case management functionality of CRM for the customer service professional including tracking of cases and activities in CRM. Then we will do a deep dive into configuration and use of customer service functionality including case hierarchies, relationships, queues, subjects, and complementing with Business Process Flows. You will learn how to configure auto-case creation from email or social activities and complement with routing rules. You take away the benefits of Entitlements and SLA’s and how to leverage queues for efficient management of cases, activities, and even custom entities. We will also get hands on with Field Service and the new Interactive Service Hub, Knowledge Management and building functional interactive dashboards for agents and managers.
Audience: Customer service managers and administrators responsible for aligning CRM to business processes.
Level: Intermediate
Prerequisites: Knowledge of Customer Service business processes and intermediate technical ability
Delivery: Group Live

This course is focussed on all aspects of CRM security to improve your user experience and protect your data integrity.

You will learn how to configure the core security model using users, teams, business units and security roles, and some tips and best practices for how to do this in a way that is both easy to maintain and easy to troubleshoot. Some of this will be revision for some delegates, so we will cover the basics pretty quickly before getting to the topics that are often misunderstood and looking at some standard approaches for modelling common requirements.

You will also see how this security model is evaluated “under the hood”, and therefore how your design choices might impact performance. We will then look at “regular” sharing, and Access Teams, and how cascading behaviours in 1:N relationships create inherited and implicit shares. Again, this will include understanding how this affects the security and integrity of your data, as well as performance. We will also consider Hierarchical Security Modelling and where this can be useful as an additional layer to your overall model, and how this is evaluated by the platform too. Along the way we will look at several common scenarios for security requirements and possible solutions, pitfalls to avoid, and tips, tricks and tools to use to help you manage your CRM security efficiently.

Business Intelligence (BI) and Microsoft Power BI is everywhere you look. Are you getting the right answers AND the right questions? This class is designed to walk you through the basics of all the Microsoft Power BI tools. We’ll build dashboards, maps and even report on data from websites. When you leave the class you’ll understand the Microsoft Power BI tools and the Microsoft Power BI application. We’ll even talk pricing, although most of it is FREE.
Microsoft Power BI has been evolving over the past 2 years and is continuing to evolve you as you read this class description. Take this class and be a leader in the Microsoft BI revolution.icrosoft Power BI has been evolving over the past 2 years and is continuing to evolve you as you read this class description.
Learning Objectives:

• Introduction to connecting to SQL Server Data


• Introduction to Microsoft Power Pivot


• Introduction to Microsoft Power View


• Introduction to Microsoft Power Query


• Introduction to Microsoft Power Map


• Introduction to Microsoft Power BI Designer


• Introduction to Microsoft Power BI (Web and App tool)


• Pricing and Availability of the above BI tools


• How to think about getting the right answers AND questions from your BI strategy

Instructor: Belinda Allen
Audience: AX/CRM/GP/NAV Excel users and Developers
Level: Beginner
Prerequisites: Students should have a general working knowledge of Excel
Preparation: Students may choose to follow along on their own laptops. If they do they’ll need Excel 2013 Standalone, Microsoft Office Excel 2013 Professional Plus or Office 365 E3/E4 Subscriptions. A week or two before the class, students will be provided with where to download tools and sample Excel spreadsheets. NOTE: It is not necessary to follow along on your own laptop to follow along and learn these tools.
Delivery Method: Group Live

This class is designed to teach you the basics of JavaScript and how to work with the Dynamics CRM JavaScript object model. We’ll cover the following topics:

• Introduction to JavaScript


• Creating a development environment


• Working with Web Resources


• Working with Forms


• JavaScript libraries


• Form events


• Working with the Xrm.Page Object Model
  
  
  
  
  • Data operations
  
  
  • Working with Controls
  
  
  • Tabs and Sections
  
  

Delivery Method: Group Live

Dynamics CRM Online 2016 Update 1 introduced Portal Capabilities into Dynamics CRM Online.  With Portal Capabilities, you now have the ability to create full partner, customer, and/or employee self-service solutions.

Looking to make your Knowledge Articles accessible externally?  Want to empower your employees and customers with self-service at their fingertips.  Then this is the session for you.  Students will be introduced to Portal Capabilities and guided through several in-depth demonstrations. Learn how to deploy and configure the best portal solution for you needs.  Students will be walked through the best practices for setup, configuration, content management and more.

Learning Objectives:

• Install and Configure Portal Capabilities


• Create and Edit Portal Content


• Understand the basics of custom theming


• Setup and configure authentication and security


• Explore the Advanced option available

Instructor: Derik Bormann

Audience: Dynamics CRM Administrator, Power Users, Service Managers, or Developer. 

Level:  Beginner

Preparation: Students should have a strong working knowledge of Dynamics CRM and basic understanding of project and resource management concepts.

Preparation: The detailed instructions for attending the class will be sent few days prior to the class.