3.4 out of 5
3.4
17 reviews on Udemy

Microsoft Dynamics CRM Administration

Thriving as a new CRM Administrator
Instructor:
Jon Capps
85 students enrolled
English [Auto]
Customize the security model in CRM
Implement the auditing capability in CRM
Configure the various settings in CRM
Add users and create teams
Work with email and queues
Create solutions to backup security roles

Microsoft Dynamics CRM is a web application that sits on top of the Microsoft Technology stack and includes a variety of other servers and roles – Active directory, SQL Server, Exchange Server, and  SharePoint Server to name a few.  CRM is a business application that embraces end user customization and can change rapidly in response to business needs.  These customization’s are deployed via a Solution file. 

This course will give you a foundation in Microsoft Dynamics 365 CRM Administration and provide you with the information you need to handle the day-to-day administrative details.  Each Solution will have its specific needs and each organization will have it’s own way of handling it.  While a CRM Administrator’s role can vary widely from one organization to the next, this course focuses on the key areas that are common to all solutions.

Introduction

1
Introduction to the Course and Instructor

Students will have a good description of the course and the instructor

2
Resources Required

This describes the resources the student will need when working their way through the course.

3
Microsoft Dynamics 365 High Level Overview

This is a description of Microsoft Dynamics 365 and a high level overview.  It sets the context for the rest of the course.

Security

1
Security Introduction
2
Business Units
3
Security Roles
4
Sharing
5
Field Level Security
6
Role Based Forms
7
Security

A short quiz over the Security Section

Users and Teams

1
Users and Teams - Introduction
2
User Accounts
3
Security Roles
4
Teams
5
Users and Teams

A short quiz over the Users and Teams Section

Auditing

1
Auditing Introduction
2
Audit Files
3
Auditing

A short quiz on the Auditing Section

Email and Queues

1
Email and Queues - Introduction
2
Email and CRM
3
Queues
4
Email and Queues

A short quiz on the Email and Queues Section

Configuration

1
Configuration Introduction
2
System Settings
3
Additional Languages
4
Auto-Numbering
5
Duplicate Detection
6
Multiple Currency
7
Configuration

A short quiz on Configuration

Deployments

1
Deployment Introduction
2
Creating a New Instance
3
Unmanaged Solutions
4
Deployments

A short quiz on Deployments

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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3.4 out of 5
17 Ratings

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30-Day Money-Back Guarantee

Includes

3 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion

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