Administration in Microsoft Dynamics CRM 4.0
(Microsoft Training Course: 80002) - 2 days - £1200 exc VAT

> Target Audience
This course provides students with the necessary techniques to plan, develop, apply, and examine administrative tasks within Microsoft Dynamics CRM 4.0. It is intended for people who plan to install, implement, configure, or support Microsoft Dynamics CRM 4.0.
> Course outline
  1. Configuring the Organizational Structure
  2. Configuring Security
  3. Configuring Users and Teams
  4. Configuring System Settings
  5. Change Management
  6. Report Customizations
  7. Performance and Maintenance
  8. Advanced Find

Module 1: Configuring the Organizational Structure
  • This module examines how to set up and manage business units.
  • Business Units
  • Managing Business Units
  • Lab: Maintaining Business Units
  • 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.
  • 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
  • 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.
  • User management overview
  • Microsoft Dynamics CRM User Management
  • User Manager Wizard
  • Team Management
  • Lab : Managing User Accounts
  • Lab: Managing Teams
  • 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.
  • 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
  • Lab : Create Duplicate Detection Rules
  • Lab : Create a Data Map
  • 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.
  • Change Management Principles
  • Planning Changes
  • Executing Changes
  • Testing Changes
  • 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.
  • Reporting and Microsoft Dynamics CRM
  • Reporting Features
  • Creating Basic Reports
  • Display and categorization options
  • Controlling access to reports
  • Lab : Create Excel Reports
  • Lab : Use the Report Wizard
  • 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.
  • Hardware Requirements
  • Outlook Client Performance
  • Report Performance
  • System Performance Optimization
  • E-mail Router Optimization
  • Database Performance
  • Best Practices
  • 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.
  • Scenarios
  • Personal Views and Exports
  • Best Practices
  • Identify the different search options available in Microsoft Dynamics CRM.
  • Work with Advanced Find queries.
  • Save and export query results.
> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A working knowledge of Windows Server 2000, 2003, or Windows XP.
  • A working knowledge of Microsoft Exchange 2000 or 2003.
  • A working knowledge of SQL Server, Microsoft Office Outlook, Active Directory, and Internet Information Services.
  • It is recommended, but not required, that students have
  • Completed Course 8913: Applications in Microsoft Dynamics CRM 4.0.
  • Experience working with relational databases.
> Purpose
After completing the 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.