Overview
2 Days or FREE WITH SATVs (?)
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.
- Supporting Technologies
- CRM Administration Tasks Overview
- Customisation 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 customised
- Business Units
- Security Permissions
- Security Roles
- Sharing Records
- Field Security
- Role-based Forms
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
- User Authentication
- User Licensing
- Administering User Accounts
- Configuring Teams
- 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
- 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
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
- System Settings
- Multiple Languages
- Fiscal Year Settings
- Auto-Numbering
- Document Management Settings
- 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
- Redeploying Microsoft Dynamics CRM
- Deployment Administrators
- Create a New Organisation
- Manage Existing Organisations
- Importing Organisations
- Manage Servers
- Server Roles
- Configure Access from the Internet
- Update Web Addresses
- View License Information
- Upgrade the Microsoft Dynamics CRM Edition
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 organisations
- Describe the management tasks for existing organisations
- Describe how to add an existing organisation 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
- Service Accounts
- Managing System Jobs
- Deleting Records
- Disaster Recovery
- Managing SQL Databases
- Troubleshooting
- Configuring Tracing
- Updating Microsoft Dynamics CRM
- Marketplace
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
- Students must have experience of using Microsoft Dynamics CRM 2011.
- Before reviewing this training material, it is advised that individuals have a working knowledge of Windows Server 2008, Windows Server 2008 with Hyper-V, Microsoft Exchange, Microsoft SQL Server 2008 SP1 or Later, Microsoft SharePoint, Microsoft Office Outlook, Active Directory, and Internet Information Services 7 (IIS7) or later.
- It is recommended, but not compulsory, that individuals have completed Microsoft Dynamics CRM application training. In addition, it is recommended, but not essential, that individuals have experience working with relational databases.
Thanks for your interest!
There are currently no dates scheduled for this course.
Please feel free to register your interest and we’ll be sure to let you know once a date is available.
Instructors
Barend Koekemoer
Barend is one of New Horizon’s highly experience IT Technical …