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| Microsoft CRM EU: 4.0 for Administrators |
| Vendor Course Code: | MSCRMADMIN |
| Course Length: | 1 day |
| Course Price: | $680.00 + GST |
| Availability: | Please call DDLS on 1800 U LEARN (1800 853 276) or  click here to register your interest. |
| Overview: | This one-day instructor-led course provides system administrators and super users with the knowledge to manage and administer the CRM solution in-house. |
| Skills Gained: | After completing this course, students will be able to:
• Navigate Microsoft CRM and understand the standard application terminology
• Configure a company’s organizational structure within Microsoft Dynamics CRM
• Add user accounts
• Create and maintain security roles
• Create teams of users
• Create and configure multiple organizations within one implementation
• Configure system settings, currency exchange rates, and multilingual user interface language packs
• Import and export customizations
• Customize forms and views
• Customize database entities and attributes
• Customize entity relationships and mappings
• Identify areas where advanced customization functionality can be implemented
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| Key Topics: | Key Topics
Module 1: Introduction to Administration
1.1 Security roles
1.2 Creating users
1.3 Business Units
1.4 System Settings
1.5 Auto Numbering Settings
1.6 Announcements
Module 2: Business Management Administration
2.1 Facilities/Equipment
2.2 Resource Groups
2.3 Services
2.4 Subjects
2.5 Relationship Roles
2.6 Business Closures
2.7 Queues
2.8 Sales Territories
2.9 Sites
2.10 Currencies
Module 3: Creating Templates
3.1 Article Templates
3.2 Contract Templates
3.3 Email Templates
3.4 Mail Merge Templates
Module 4: Introduction to Customising CRM
4.1 Creating Attributes
4.2 Customizing forms
4.3 Customizing views
4.4 Creating entities
4.5 Creating relationships
4.6 Mapping attributes
Module 5: The Product Catalog
5.1 Discount Lists
5.2 Unit Groups
5.3 Price Lists
5.4 Products
Module 6: Introduction to Creating Workflows
6.1 Creating workflows
6.2 Publishing workflows
6.3 System jobs - Troubleshooting workflows
Module 7: Data Management
7.1 Duplicate Detection Settings
7.2 Duplicate detection jobs and rules
7.3 Data Maps
7.4 Data Imports
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| Target Audience: | Administrative users of CRM 4.0 |
| Prerequisites: | Microsoft CRM EU: 4.0 Introduction |
