Great Minds, Always Changing

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
Configuring Security
  • 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
Configuring Users and Teams
  • User Management Overview
  • Adding and Maintaining User Accounts
  • Team Management
  • Adding a Single User
  • Adding Multiple Users
  • Changing a Manager
  • Disabling a User Account
Configuring Organizational Settings
  • System Settings
  • Auto Numbering
  • Fiscal Year Settings
  • Multilingual User Interface (MUI)
  • Multi-Currency
  • Configuring System Settings
  • Configuring Auto Numbering




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.


Email the Training Team for more information and availability at