Chapter
1:
Configuring the Organizational Structure
This chapter 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.
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Chapter
2:
Configuring Security
This chapter 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.
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Chapter
3:
Configuring Users and Teams
This chapter 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.
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Chapter
4:
Configuring System Settings
This chapter 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.
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Chapter
5:
Change Management
This chapter 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.
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Chapter
6:
Report Customizations
This chapter 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.
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Chapter
7:
Performance and Maintenance
This chapter 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.
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Chapter
8:
Advanced Find
This chapter 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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