Course code: MOC 80002« Back

Administration in Microsoft Dynamics CRM 4.0

This two-day course, Administration in Microsoft Dynamics CRM 4.0, provides students with the necessary techniques to plan, develop, apply, and examine administrative tasks within Microsoft Dynamics CRM 4.0.

This course has been removed from our portfolio
This section contains overview of retired courses which don’t belong to GOPAS course offer any more or were replaced by new course versions.
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AffiliateDurationCatalogue priceHandbook priceITB
Praha2 15 250 CZK included in course price 20
Brno2 15 250 CZK included in course price 20
Bratislava2 400,00 EUR 90,00 EUR 20

User intensity level

Who is the course for

This course is intended for people who plan to install, implement, configure, or support Microsoft Dynamics CRM 4.0.

What we teach you

  • Configure the organizational structure in Microsoft Dynamics CRM
  • Configure security, users and teams, and organizational settings
  • Manage change
  • Configure reporting options
  • Optimize performance
  • Use Advanced Find
  • Course Outline

    Configuring the Organizational Structure

    • Business Units
    • Managing Business Units

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

    Configuring System Settings

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

    Change Management

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

    Report Customizations

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

    Performance and Maintenance

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

    Advanced Find

    • Scenarios
    • Personal Views and Exports
    • Best Practices

    Previous courses

    no preceding courses

    Next courses

    no following course
    Tištěná příručka MOC 80002

    2250 CZK
    Tištěná příručka MOC 80002

    90 EUR
    The prices are without VAT.