MS CRM 4 - MOC 80002 - Administration in Microsoft Dynamics CRM 4.0 (1010270)

Druckansicht
  • Dauer:
    2 Tage
  • Zielgruppe:
    Mitarbeiter aus den Bereichen Controlling, FiBu, Handel/Logistik
  • Vorkenntnisse:
    keine
  • Methode:
    Vortrag mit Beispielen und Übungen.
  • Typ:
    Öffentliches Seminar / Inhouse
  • Download
    Anmeldeformular | AGB | Info-Broschüre
Themen:
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.

Inhalte

A. Configuring the Organizational Structure

Business Units - Managing Business Units

B. Configuring Security

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

C. Configuring Users and Teams

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

D. 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

E. Change Management

Change Management Principles - Planning Changes - Executing Changes - Testing Changes

F. Report Customizations

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

G. Performance and Maintenance

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

H. Advanced Find

Scenarios - Personal Views and Exports - Best Practices