CRM Security Introduction
This course is intended for Microsoft Dynamics CRM Implementation Consultants and System Administrators who will configure the application's organizational settings and set up and maintain the security model. The course is not intended for developers who customize the application using Web development, JavaScript (JScript), DHTML, and the Microsoft Dynamics CRM SDK.
Course details
Configuring Business Units
- Business Units Overview
- Maintaining Business Units
- Add Business Units
- Reorganize Business Units
- Delete Business Units
- 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
- Creating a Custom Security Role
- Assigning a Role
- User Management Overview
- Adding and Maintaining User Accounts
- Team Management
- Adding a Single User
- Adding Multiple Users
- Changing a Manager
- Disabling a User Account
- System Settings
- Auto Numbering
- Fiscal Year Settings
- Multilingual User Interface (MUI)
- Multi-Currency
- Configuring System Settings
- Configuring Auto Numbering
Level
IntroductionDuration
1 day (but can be run as shorter sessions)Course Requirements
A good understanding of CRM is assumed, equivalent to the 1 day CRM overview.Contact
Email the Training Team for more information and availability at training@prosperity247.com