Administration in Microsoft Dynamics CRM4.0
(80002A)

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.