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Dynamics CRM

Course Number

CRM 4.0

CRM 3.0

Administration in Microsoft Dynamics CRM 4.0

Course 80002 : Two days; Instructor-Led

Course Fee: $998.00
Course Time: 2 days, 9:00 am - 5:00 pm, or 4 evenings, 6pm - 9pm

About this Course

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.

Audience Profile

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.

At Course Completion

After completing this course, students will be able to:

Configure the organizational structure in Microsoft Dynamics CRM
Configure security, users and teams, and organizational settings
Manage change
Configure reporting options
Optimize performance
Use Advanced Find

Prerequisites

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.

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

The student kit includes a comprehensive workbook.

Course Outline

Module 1: Configuring the Organizational Structure

This module examines how to set up and manage business units.

Lessons

Business Units
Managing Business Units

Lab : Maintaining Business Units

Create new business units
Change a parent business unit
Disable a business unit

The goals for completing this module are for students to:

Define an organizational hierarchy in Microsoft Dynamics CRM.
Create and maintain business units in Microsoft Dynamics CRM.

Module 2: Configuring Security

This module examines the Microsoft Dynamics CRM Security model, the components that make up the model, and how to manage them.

Lessons

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

Lab : Copying and Creating Roles

Create new roles by copying existing roles
Maintaining privileges and access levels for roles
Assigning roles to users
Test effects of various privileges and access levels

The goals for completing this module are for students to:

Explain the basic concepts of security privileges and access levels.
Use security roles in Microsoft Dynamics CRM.
Copy and create new roles and assign users to existing roles.

Module 3: Configuring Users and Teams

This module examines user management functionality in Microsoft Dynamics CRM.

Lessons

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

Lab : Managing User Accounts

Create single user accounts
Create multiple user accounts with the Add Users Wizard
Assign a user manager
Disable a user account

Lab : Managing Teams

Add teams
Assign users to a team
Share a record with a team

The goals for completing this module are for students to:

Create and maintain user accounts in Microsoft Dynamics CRM.
Create user accounts in Microsoft Dynamics CRM with the Add User Wizard.
Identify the characteristics of the Microsoft Dynamics CRM user management structure.
Explain the role of the Access Mode options.
Create and maintain teams of users in Microsoft Dynamics CRM.

Module 4: Configuring System Settings

This module examines the series of configuration settings that are found within the Microsoft Dynamics CRM application.

Lessons

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

Lab : Configuring Currency Exchange Rates

Import transaction currency exchange rates
Manually update exchange rates
Create transactions to verify that the correct currency is selected

Lab : Create Duplicate Detection Rules

Create duplicate detection rule
Publish and verify the rule

Lab : Create a Data Map

Create a data map
Import Contact data
Verify data import

The goals for completing this module are for students to:

Set several system settings that control various system-wide functionalities.
Identify Multi-Currency and Multilingual User Interface functionality.
Use duplicate detection and data maps.

Module 5: Change Management

This module examines best practices related to planning, executing, and testing changes in an implementation of Microsoft Dynamics CRM.

Lessons

Change Management Principles
Planning Changes
Executing Changes
Testing Changes

The goals for completing this module are for students to:

Identify the basic concepts of change management.
Explain planning considerations for changes in Microsoft Dynamics CRM.
Review best practices for executing and testing changes made in an implementation of Microsoft Dynamics CRM.

Module 6: Report Customizations

This module examines options available for reporting in Microsoft Dynamics CRM and basic report customization capabilities.

Lessons

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

Lab : Create Excel Reports

Export data to Microsoft Office Excel
Upload a report into Microsoft Dynamics CRM

Lab : Use the Report Wizard

Create an Accounts report
Add a report to the Sales Reports category
Make a report viewable to the organization

The goals for completing this module are for students to:

Explain the features and options for reporting in Microsoft Dynamics CRM.
Create basic reports.
Configure display and categorization options.
Control access to reports.

Module 7: Performance and Maintenance

This module examines basic system performance and maintenance items related to improving the speed and user experience of Microsoft Dynamics CRM.

Lessons

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

The goals for completing this module are for students to:

Identify hardware requirements for Microsoft Dynamics CRM.
Optimize the performance of Microsoft Dynamics CRM, Microsoft Dynamics CRM for Microsoft Office Outlook, reports, the Exchange E-mail Router, and the Microsoft Dynamics CRM databases.

Module 8: Advanced Find

This module examines the query capability of Microsoft Dynamics CRM Advanced Find functionality.

Lessons

Scenarios
Personal Views and Exports
Best Practices

The goals for completing this module are for students to:

Identify the different search options available in Microsoft Dynamics CRM.
Work with Advanced Find queries.
Save and export query results.


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