Duration: 2 Days
Technology: Dynamics CRM
Delivery Method: Instructor-Led (in-class & virtual)
Software Assurance Value:
This two-day course, Administering Microsoft Dynamics CRM 2011, provides individuals with the necessary techniques to plan, develop, apply, and examine administrative tasks within Microsoft Dynamics CRM 2011.
After completing this course, students will be able to:
This course is intended for novice and experienced system administrators, implementation consultants, system integrators, technical staff, or support professionals who plan to install and deploy Microsoft Dynamics CRM 2011 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM.
Module 1: Administering Overview
This module identifies the supporting technologies and configuration tasks required for a Microsoft Dynamics CRM implementation. Additionally, this module provides an overview of the routine administration tasks in Microsoft Dynamics CRM, and how Microsoft Dynamics CRM can be customized.
After completing this module, students will be able to:
Module 2: Security This module clarifies the purpose of business units and describes how to manage them within the Microsoft Dynamics CRM Security Model. Additionally, this module examines security roles and explains the purpose of sharing records. Also covered in this module is clarification of field level security in Microsoft Dynamics CRM and how users can create multiple forms for entities.
Lab : Maintaining Business UnitsLab : Create and Modify a Security RoleLab : Create a Field Security ProfileLab : Create a New Form After completing this module, students will be able to:
Module 3: Users, Teams and Auditing This module describes user authentication in Microsoft Dynamics CRM, and provides an overview of the licensing requirements. Users will also create and maintain user accounts and teams, and examine the architecture of auditing.
Lab : Managing User AccountsLab : Managing TeamsLab : Configure Auditing After completing this module, students will be able to:
Module 4: Configuring the Microsoft Dynamics CRM 2011 E-mail Router This module examines the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment. In this module users will examine forward mailbox creation, and queue management and creation. In addition, users review the E-mail Router configuration options and the requirements and options for installing the E-mail router.
Lab : Configure the E-mail RouterLab : Create a Workflow to Route CasesLab : Routing Cases to Queues After completing this module, students will be able to:
Module 5: Configuring Settings This module describes the configuration options in System Settings, and shows how to configure additional languages. Users will be able to examine both fiscal year settings and auto-numbering settings. It also provides an overview of integration with Microsoft SharePoint Service and explains how to configure duplicate detection.
Lab : Configure Read-Optimized FormsLab : Configure Duplicate Detection After completing this module, students will be able to:
Module 6: Deployment Manager This module reviews why the redeployment of Microsoft Dynamics CRM could be required, and describe the role of deployment administrators. It also provides an overview of management tasks for organizations from implementation through deployment. In addition, the module reviews server roles and configuring access to Microsoft Dynamics CRM. A review of licensing information and settings is also presented. This provides an overview of integration with Microsoft SharePoint Service. Duplicate detection is also discussed.
Lab : Duplicate Adventure Works Cycles Organization After completing this module, students will be able to:
Module 7: Maintenance and Troubleshooting This module describes how to change Microsoft Dynamics CRM service accounts. It examines how to manage system jobs and delete records. It also discusses areas to consider for system recovery, and reviews ways to troubleshoot and diagnose problems and monitor performance. In addition, it describes the tasks in Microsoft SQL Server that will improve performance, and explains the options to update Microsoft Dynamics CRM. Information about the Microsoft Dynamics Marketplace is also featured in this module.
Lab : Install the Activity Feeds SolutionLab : Configure Tracing After completing this module, students will be able to: