80002: Administration in Microsoft Dynamics CRM 4.0

This two-day course, Administration in Microsoft Dynamics CRM 4.0, provides students with the necessary techniques to plan, develop, apply, and examine administrative tasks within Microsoft Dynamics CRM 4.0.

Doelgroep

This course is intended for people who plan to install, implement, configure, or support Microsoft Dynamics CRM 4.0. The course is intended for administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft Dynamics CRM. The course is not intended for non-technical staff.

Voorkennis

Before attending this course, students must have a working knowledge of Windows Server 2000, 2003, or Windows XP, Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Office Outlook, Active Directory, and Internet Information Services. It is recommended, but not required, that students have completed Microsoft Dynamics CRM application training. In addition, it is recommended, but not required, that students have experience working with relational databases.

Inhoud

Module 1: Configuring the Organizational Structure This module examines how to set up and manage business units.

Lessons

• Business Units
• Managing Business Units

Lessons

• Privileges
• Access Levels
• Roles
• Creating roles in business units
• Assigning roles to users
• Resolution of conflicting privileges
• Copying roles
• Security best practices

Lessons

• User management overview
• Microsoft Dynamics CRM User Management
• User Manager Wizard
• Team Management

Lessons

• Configure System Settings
• Configure Multi-Currency Exchange Rates
• Install Multilingual User Interface (MUI) Language Packs
• Enable and use duplicate detection
• Create data maps

Lessons

• Change Management Principles
• Planning Changes
• Executing Changes
• Testing Changes

Lessons

• Reporting and Microsoft Dynamics CRM
• Reporting Features
• Creating Basic Reports
• Display and categorization options
• Controlling access to reports

Lessons

• Hardware Requirements
• Outlook Client Performance
• Report Performance
• System Performance Optimization
• E-mail Router Optimization
• Database Performance
• Best Practices

Lessons

• Scenarios
• Personal Views and Exports
• Best Practices