CRM Admin Training: 1-Day Workshop

This one day workshop will provide administrators of CRM with all the tools they need to hit the ground running in managing their CRM organization.

Agenda

We will cover the following topics:

Setting up basic CRM Administrator Settings

• Basic system settings including calendar, email, reporting, goals, mobile and audit settings
• Setup of additional languages to your instance
• Managing out-of-the box auto-numbering

Configuring the application

• Basic configuration tasks like adding fields, modifying the layout of a form, adding business rules to your forms, editing record views, adding charts and basic entity management
• Best practices including moving changes from your sandbox to your production environment using

Business Management

• Template building
• Understanding the product catalog
• Service management
• Fiscal year settings
• Setup of goals and goal metrics

Process Management

• Building workflows, business process flows and dialogs
• Extend the capabilities of workflows and dialogs through the use of custom workflow actions and third party solutions

Security

• Learn about all the different security options available in Dynamics 365 including managing users and security roles, working with teams and business, hierarchy security vs. positions and field security settings

Data Management

• Manage duplicate detection settings and rules
• Work with bulk record deletions
• Learn about import wizard options including building your own data maps

Document Management

• Enable integration with SharePoint, OneNote and OneDrive for Business

Office 365 Integration

• Learn about managing Dynamics 365 through Office 365
• Add new solutions
• Deploy additional solutions
• Create sandbox instances
• Manage your backups