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.
	Duration: 2.0 day(s) Price: £585.00 + VAT	Download Course Content   Download Course Files

Locations

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.

Target Students

This course is intended for people who plan to install, implement, configure, or support Microsoft Dynamics CRM 4.0. It is also 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.

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.

Delivery Method

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Certification

Course Objectives

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

Course Content

Module 1: Configuring the Organizational Structure

Business Units
Managing Business Units

Module 2: Configuring Security

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

Module 3: Configuring Users and Teams

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

Module 4: Configuring System Settings

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

Module 5: Change Management

Change Management Principles
Planning Changes
Executing Changes
Testing Changes

Module 6: Report Customizations

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

Module 7: Performance and Maintenance

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

Module 8: Advanced Find

Scenarios
Personal Views and Exports
Best Practices