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
- 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
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
- 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
Lessons
- User Authentication
- User Licensing
- Administering User Accounts
- Configuring Teams
- Auditing
Lab : Managing User AccountsLab : Managing TeamsLab : Configure Auditing
- 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
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
- 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
Lessons
- System Settings
- Multiple Languages
- Fiscal Year Settings
- Auto-Numbering
- Document Management Settings
- Duplicate Detection
Lab : Configure Read-Optimized FormsLab : Configure Duplicate Detection
- 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
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
- 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
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
- 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