M8529: Microsoft CRM 3.0 Administration

Prerequisites:

Before attending this course, students must have a working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.

It is recommended, but not required, that students have completed Microsoft CRM applications training. In addition, it is recommended, but not required, that students have experience working with:

- Relational Databases
- Web development, JavaScript (JScript), DHTML
- XML

Course Description:

This two-day instructor-led course provides students with the knowledge and skills to plan, develop, and apply, and examine administrative tasks within Microsoft CRM 3.0.

This course is intended for people who plan to install, implement, configure, or support Microsoft CRM 3.0.

The course is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.

This course includes the following modules:

Configuring the Organizational Structure

• Business Units
• Managing Business Units
• Sites

Configuring Security

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

Configuring Users and Teams

• User Management Overview
• User Manager Wizard
• Microsoft CRM User Management
• Restricted Access Mode
• Team Management

Configuring System Settings

• Configuring System Settings
• Configuring Auto Numbering
• Configuring Fiscal Year Settings
• Configuring the web.config file

Microsoft CRM Customization

• Microsoft CRM Design Focus
• Levels of Customization
• Microsoft CRM Customization Architecture
• Use of Supported Methods
• Available Customizations
• Customization Tactics
• Customization Method

Basic Customizations

• Customization Concepts
• Basic Customization Capabilities
• Permissions Needed
• Customization Process
• Reusing Customizations
• Form Customization
• Customizing Attributes
• Previews
• View Customization
• Rename a Customizable Entity
• Changing System Messages
• Modify the on-line help

Report Customization

• Reporting and CRM
• Core Concepts
• Transition to SQL Server 2000 Reporting Services
• Reporting Services Overview
• Microsoft CRM Reporting Features
• Creating Excel Reports
• Edit and Organize Reports
• Deploying and Removing Reporting Services Reports
• Control Access to Reports
• Reporting Services Report Designer
• Modify Existing Reporting Services Reports
• Microsoft CRM Pre-Filtering
• Scheduled Reports