80446-Administering Microsoft Dynamics CRM 2011

Code: 80446
Course duration: 2 days
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Attend Online
10-12 09:00AM to 10-13 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-12 09:00AM to 10-13 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Attend Online
10-19 09:00AM to 10-20 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
10-19 09:00AM to 10-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
enroll
Attend Online
11-09 09:00AM to 11-10 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Secaucus, New Jersey (Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-09 09:00AM to 11-10 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Attend Online
12-14 09:00AM to 12-15 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Greenwich, Connecticut (Instructor-Led)
12-14 09:00AM to 12-15 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Attend Online
01-11 09:00AM to 01-12 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
01-11 09:00AM to 01-12 05:00PM
enroll
Mid-Town New York City (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Attend Online
02-15 09:00AM to 02-16 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
02-15 09:00AM to 02-16 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Attend Online
03-15 09:00AM to 03-16 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-15 09:00AM to 03-16 05:00PM
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80446-Administering Microsoft Dynamics CRM 2011

Course Outline

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.

  • Supporting Technologies
  • CRM Administration Tasks Overview
  • Customization Overview

After completing this module, students will be able to:
  • Identify the supporting technologies and configuration tasks required for a Microsoft Dynamics CRM implementation
  • Describe the routine administration tasks in Microsoft Dynamics CRM
  • Provide an overview of how Microsoft Dynamics CRM can be customized

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.
Lessons

  • Business Units
  • Security Permissions
  • Security Roles
  • Sharing Records
  • Field Security
  • Role-based Forms

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:
  • Describe the purpose of business units
  • Explain how to manage business units
  • Describe the Microsoft Dynamics CRM security model
  • Examine security roles
  • Describe the purpose of sharing and how to share records
  • Explain field level security in Microsoft Dynamics CRM
  • Create multiple forms for entities

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.
Lessons

  • User Authentication
  • User Licensing
  • Administering User Accounts
  • Configuring Teams
  • Auditing

Lab : Managing User AccountsLab : Managing TeamsLab : Configure Auditing

After completing this module, students will be able to:
  • Describe how users are authenticated in Microsoft Dynamics CRM
  • Describe the licensing requirements
  • Create and maintain user accounts
  • Create and maintain teams
  • Examine the architecture of auditing

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.
Lessons

  • Understanding the E-mail Router
  • Configure the E-mail Router
  • Set Up a Forward Mailbox
  • Deploy Inbox Rules
  • Approve E-mail Addresses
  • Install the E-mail Router on Multiple Computers
  • Create and Manage Queues

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:
  • Examine the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment
  • Discover how the Microsoft Dynamics CRM E-mail Router processes incoming email and outgoing email messages
  • Review the E-mail Router configuration options
  • Examine how to create a forward mailbox
  • Review the purpose of deploying forwarding rules
  • Review the requirement to approve email addresses
  • Review options for installing the E-mail Router on multiple computers
  • Explore how to create and manage queues

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.
Lessons

  • System Settings
  • Multiple Languages
  • Fiscal Year Settings
  • Auto-Numbering
  • Document Management Settings
  • Duplicate Detection

Lab : Configure Read-Optimized FormsLab : Configure Duplicate Detection

After completing this module, students will be able to:
  • Describe the configuration options in System Settings
  • Configure additional languages
  • Examine fiscal year settings
  • Describe the auto-numbering settings
  • Provide an overview of integration with Microsoft SharePoint Server
  • Explain how to configure duplicate detection

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.
Lessons

  • Redeploying Microsoft Dynamics CRM
  • Deployment Administrators
  • Create a New Organization
  • Manage Existing Organizations
  • Importing Organizations
  • Manage Servers
  • Server Roles
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles Organization

After completing this module, students will be able to:
  • Review why the redeployment of Microsoft Dynamics CRM could be required
  • Describe the role of deployment administrators
  • Review the steps to create new organizations
  • Describe the management tasks for existing organizations
  • Describe how to add an existing organization database to the deployment
  • Review Microsoft Dynamics CRM server management tasks
  • Describe the Microsoft Dynamics CRM server roles
  • Review the high-level steps to configure access to Microsoft Dynamics CRM from the Internet
  • Describe how to update the Microsoft Dynamics CRM web addresses
  • Review Microsoft Dynamics CRM license information
  • Describe the Microsoft Dynamics CRM Edition upgrade options

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.
Lessons

  • Service Accounts
  • Managing System Jobs
  • Deleting Records
  • Disaster Recovery
  • Managing SQL Databases
  • Troubleshooting
  • Configuring Tracing
  • Updating Microsoft Dynamics CRM
  • Marketplace

Lab : Install the Activity Feeds SolutionLab : Configure Tracing

After completing this module, students will be able to:
  • Describe how to change Microsoft Dynamics CRM service accounts
  • Examine how to manage system jobs
  • Show how to delete records
  • Discuss areas to consider for a disaster recovery plan
  • Describe the tasks in Microsoft SQL Server that will improve performance
  • Review ways to troubleshoot and diagnose problems and monitor performance
  • Examine how to configure tracing
  • Explain the options for updating Microsoft Dynamics CRM
  • Describe the Microsoft Dynamics Marketplace

80446

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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