Module 1: Configuring Business Units

This module explains how to set up organizational structures by maintaining business units within an organization.

Lessons

• Business Units Overview
• Maintaining Business Units

Lab: Maintaining Business Units

• Add Business Units
• Reorganize Business Units
• Delete Business Units

After completing this module, students will be able to:

Module 2: Configuring Security

This module reviews the Microsoft Dynamics CRM security model, including security roles, privileges, and access levels. This module examines how to maintain permissions within security roles, and how security permissions are inherited across business units.

Lessons

• Microsoft Dynamics CRM Security Features
• Privileges
• Access Levels
• Security Roles
• Security Roles and Business Units
• Creating and Copying Security Roles
• Planning Considerations when Configuring Security

Lab: Copying and Creating Roles

• Creating a Custom Security Role
• Assigning a Role

After completing this module, students will be able to:

Module 3: Configuring Users and Teams

This module explains how to define the users who access Microsoft Dynamics CRM and the teams that share Microsoft Dynamics CRM data.

Lessons

• User Management Overview
• Adding and Maintaining User Accounts
• Team Management

Lab: Managing User Accounts

• Adding a Single User
• Adding Multiple Users
• Changing a Manager
• Disabling a User Account

Lab: Managing Teams

• Create Teams
• Add Users to a Team
• Share Data with a Team

After completing this module, students will be able to:

Module 4: Configuring Organizational Settings

This module reviews a variety of configuration settings that enable each organization to tailor Microsoft Dynamics CRM to satisfy its business requirements. These settings control the appearance and functionality of the application; they are defined at the organization level and apply to all business units in a given implementation.

Lessons

• System Settings
• Auto Numbering
• Fiscal Year Settings
• Multilingual User Interface (MUI)
• Multi-Currency

Lab: Maintaining System Settings

• Configuring System Settings
• Configuring Auto Numbering

Lab: Installing MUI Language Packs

• Installing French and Spanish MUI Language Packs
• Enabling MUI Language Packs
• Selecting a language for the Web application
• Installing a Language Pack on the Microsoft Dynamics CRM for Microsoft Office Outlook
• Selecting a language for the Microsoft Dynamics CRM for Office Outlook

Lab: Importing Currency Exchange Rates

• Import a Currency Exchange Rate file
• Manually Add a Currency and Exchange Rate
• Test Default Account Currency
• Test Base Currency
• Change the User