Module 1: Configuring the Organizational Structure

This module examines how to set up and manage business units.

Lessons

• Business Units
• Managing Business Units

Lab: Maintaining Business Units

• Create new business units
• Change a parent business unit
• Disable a business unit

The goals for completing this module are for students to:

Module 2: Configuring Security

This module examines the Microsoft Dynamics CRM Security model, the components that make up the model, and how to manage them.

Lessons

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

Lab: Copying and Creating Roles

• Create new roles by copying existing roles
• Maintaining privileges and access levels for roles
• Assigning roles to users
• Test effects of various privileges and access levels

The goals for completing this module are for students to:

Module 3: Configuring Users and Teams

This module examines user management functionality in Microsoft Dynamics CRM.

Lessons

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

Lab: Managing User Accounts

• Create single user accounts
• Create multiple user accounts with the Add Users Wizard
• Assign a user manager
• Disable a user account

Lab: Managing Teams

• Add teams
• Assign users to a team
• Share a record with a team

The goals for completing this module are for students to:

Module 4: Configuring System Settings

This module examines the series of configuration settings that are found within the Microsoft Dynamics CRM application.

Lessons

• Configure System Settings
• Configure Multi-Currency Exchange Rates
• Install Multilingual User Interface (MUI) Language Packs
• Enable and use duplicate detection
• Create data maps

Lab: Configuring Currency Exchange Rates

• Import transaction currency exchange rates
• Manually update exchange rates
• Create transactions to verify that the correct currency is selected

Lab: Create Duplicate Detection Rules

• Create duplicate detection rule
• Publish and verify the rule

Lab: Create a Data Map

• Create a data map
• Import Contact data
• Verify data import

The goals for completing this module are for students to:

Module 5: Change Management

This module examines best practices related to planning, executing, and testing changes in an implementation of Microsoft Dynamics CRM.

Lessons

• Change Management Principles
• Planning Changes
• Executing Changes
• Testing Changes

The goals for completing this module are for students to:

Module 6: Report Customizations

This module examines options available for reporting in Microsoft Dynamics CRM and basic report customization capabilities.

Lessons

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

Lab: Create Excel Reports

• Export data to Microsoft Office Excel
• Upload a report into Microsoft Dynamics CRM

Lab: Use the Report Wizard

• Create an Accounts report
• Add a report to the Sales Reports category
• Make a report viewable to the organization

The goals for completing this module are for students to:

Module 7: Performance and Maintenance

This module examines basic system performance and maintenance items related to improving the speed and user experience of Microsoft Dynamics CRM.

Lessons

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

The goals for completing this module are for students to:

Module 8: Advanced Find

This module examines the query capability of Microsoft Dynamics CRM Advanced Find functionality.

Lessons

• Scenarios
• Personal Views and Exports
• Best Practices

The goals for completing this module are for students to: