Microsoft dynamics crm 2011 administrator training

Administrators can create and manage user records. System Settings. Microsoft Dynamics CRM allows administrators more control over various system-wide settings.

The new configurable settings including the following:. Show Get Started panes on all lists for all users. Select whether to display the Get Started pane. Select whether instant messaging will display the current status for users, contacts, opportunities, or leads. Select the maximum number of days an appointment can be scheduled for.

Allows control over the Get the Outlook Client button to appear on the message bar of the browser client. Allows control over how long goal roll-up will continue after the end date of the goal. Administrators can also control how frequently the roll-up occurs. Microsoft Dynamics CRM allows similar control over user records as in earlier versions. However, there are several additional items which can now be managed from the user record such as the following:.

Also, when you add users in bulk, administrators can set the e-mail processing options when they run the Multiple User Wizard. Another new feature in Microsoft Dynamics CRM user management is the ability to delete a user from the application. Although this should be used with caution, administrators have this flexibility. Microsoft Dynamics CRM enables administrators to manage the data as they have become accustomed to in earlier versions.

In addition to these existing features, Microsoft Dynamics CRM lets administrators to quickly add or remove sample data as well as download templates for data import into Microsoft Dynamics CRM. Allows administrators control of the following aspects of duplicate detection in their organization:. The Bulk Record Deletion Wizard lets administrators delete selected records from particular entities in Microsoft Dynamics CRM by defining the criteria for deletion and the frequency of the deletion process.

Through this integration users can manage SharePoint documents through a contextual interface. In other words, users can store documents about a particular account in SharePoint and subsequently navigate to an account, for example, and see those documents within that record in Microsoft Dynamics CRM.

Dynamics CRM such as check in and check-out of the document, view version history, and change the properties of the document. These default entities include the following:. To enable SharePoint integration or document management for an entity, set the document management status to Enabled. Similarly, to disable document management for an entity, set the property to Disable. When enabling SharePoint integration for an entity, a Documents link under the Common group in the left navigation pane is added for all entity records in the Microsoft Dynamics CRM Web application.

Use the Documents link to create or manage SharePoint location records for the entity record. Global Audit Settings. Within the System Settings, administrators can set the following items:. To enable auditing functionality across an organization, this option must be selected.

Common Entities: Sales, Service, Marketing. If Start Auditing is set to True, these options are enabled and available for selection. Audit Summary View.

By default, the Audit Summary View shows a user the following attributes:. When it is opened, the audit record displays a list of the audited fields for that particular entity together with the new and old values for each. Audit summaries can also be viewed on the record level. Audit Log Management. Over time, the audit logs can become large and potentially outdated. From the Audit Log Management view, an administrator can delete the audit log. Office Office Exchange Server.

Not an IT pro? United States English. Post an article. Subscribe to Article RSS. Click Sign In to add the tip, solution, correction or comment that will help other users. Report inappropriate content using these instructions. Some of these include the following: Setting Definition Fiscal Year Settings Administrators can set the start date, template and display options for the fiscal year.

Salespeople with Quotas This functionality is available only after the fiscal year settings are set. Connection Roles Administrators can create and manage the connection categories used in the Connection entity. Relationship Roles Relationship roles resemble Connection Roles. Goal Metrics Administrators can establish the kind of goals their organization tracks.

Administration In the Administration area under Settings, administrative users can configure and set many settings. These settings include the following: Definition Description Business Units Administrators can create and manage the organization's business unit structure. System Settings Administrators can manage lots of settings which affect organization-wide user experience. Security Roles Administrators can create and manage security roles.

Field Security Profiles Administrators can create and manage groups of users and teams that have access to particular attributes marked as requiring field-level security.

Teams Teams are used to group users together. Users Administrators can create and manage user records. The new configurable settings including the following: Definition Description Show Get Started panes on all lists for all users Select whether to display the Get Started pane.

Set the IM presence option Select whether instant messaging will display the current status for users, contacts, opportunities, or leads. Microsoft Office Application Training. Microsoft Official Curriculum on Demand. Microsoft Security Training. Microsoft SharePoint Training. Microsoft Systems Management Server. Microsoft Visual Studio. NET Development. Microsoft Windows Server Training. Microsoft Windows Windows 8. Web Applications Software Development.

Course Categories Certification Exams. Reviews Request more info. Code: Course duration: 2 days. 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. After completing this module, students will be able to:.

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. 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.

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. 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.