About this Course
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.

Audience Profile
This course is intended for people who plan to install, implement, configure, or support Microsoft Dynamics CRM 4.0. The course is intended for administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft Dynamics CRM. The course is not intended for non-technical staff.

At Course Completion

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

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

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

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

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

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

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

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