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Microsoft CRM Training Guide @CRMFieldGuide- Developer Track

Julie Yack Profile Picture Julie Yack 1,358 Most Valuable Professional

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1. Chapter 1 - Building the Foundation – This chapter lays the groundwork for understanding the various terms and parts of a CRM Organization. It includes helpful tips not covered elsewhere in the book.

2. Chapter 24 - Rapid Development Best Practices is an overview of the strategies of preparation, planning, execution and delivery of customizations in an efficient and effective way that meets the needs of the client without reinventing the wheel.

3. Chapter 20 - Customization Strategies discusses a variety of strategies that can be used to customize CRM to fit your business needs and reviews the solution architecture and management.

4. Chapter 21 - Introduction to Solutions gives details on custom solutions and components, managed vs. unmanaged solutions, the importing and exporting of solutions, deleting solutions and managed properties.

5. Chapter 22 - Solution Management and Troubleshooting is a more in-depth look at solutions, covering import behavior, managed properties, layering strategies and tips and tricks to get the most out of your CRM solutions.

6. Chapter 23 - Dynamics Connector - From Zero to Hero, in this chapter, you will learn what some of the considerations are when combining CRM with other members of the Dynamics family, what options are available, how to choose and implement the best option or combination of options, and some helpful resources for reference.

7. Chapter 6 - Security Best Practices covers the why and the how of security in Dynamics CRM, including the security tools already built in to CRM as well as a look at special case handling.

8. Chapter 14 - Report Development shows how to create the best (read: most useful) reports by utilizing SQL, FetchXML and other tools to build custom reports in CRM.

9. Chapter 9 - Marketing Management Best Practices is a detailed look at the benefits of CRM’s marketing tools, including marketing lists and campaigns, as well as campaign reporting.

10. Chapter 25 - Community Resources is a plethora, a veritable cornucopia, of resources from the global community of user groups, users, MVPs, Microsofties, social media masters and blogs that can help you maximize your CRM skills and guide you to the answers you seek.

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