Course Description

Dynamics CRM for New Administrators is a comprehensive set of on-demand video lessons that takes you through all the tactics and best practices of managing Dynamics CRM for your organization.

Geared towards managers juggling multiple responsibilities, this course provides targeted, straight-to-the-point training on the topics and concepts that CRM administrators and power users need for day-to-day management and operation of a successful CRM program.

Who this course is for:

  • Organizations running Microsoft Dynamics CRM 2013, 2015 or 2016 Online or On-Premise
  • Managers responsible for all or a portion of the CRM system for their organization
  • Power Users responsible for CRM management and/or reporting for their organization, division or department
  • IT managers responsible for the health of their CRM system

This course covers:

  • An introduction to CRM
  • Basic navigation
  • Security
  • User management
  • Advanced Find
  • Views, Charts and Dashboards
  • Data management
  • Administration best practices

Sr. Solution Consultant

Charlie Fink

Course curriculum

  • 1

    01 - Introduction

    • Introduction

    • Introduction to CRM

    • CRM Terminology

    • Core Areas of CRM
  • 2

    02 - Basic Navigation

    • Accessing CRM & Basic Navigation

    • Views & Dashboards

    • Searching for Records
  • 3

    03 - Security

    • Introduction to CRM Security

    • Security Setup

    • Setting Up Business Units

    • Setting Up Security Roles

    • Hierarchical Security
  • 4

    04 - Users

    • User Setup in CRM Online

    • User Setup in CRM On-Premise

    • Recommended Browser Settings IE

    • Resetting Passwords in CRM Online

    • Deactivating a User in CRM Online

    • Deactivating a User in CRM On-Premise

    • Reassigning Records from Deactivated Users

    • Setting up Teams
  • 5

    05 - Advanced Find

    • Creating an Advanced Find Query

    • Saving an Advanced Find Query

    • Sharing Advanced Find Views

    • Common Queries

    • Introduction to Dynamic Exports to Excel
  • 6

    06 - Views, Charts & Dashboards

    • Introduction to Views, Charts & Dashboards

    • Creating System Views

    • Creating System Charts

    • Creating System Dashboards

    • Controlling Who Sees System Dashboards

    • Intro to Personal Views, Charts & Dashboards

    • Creating Personal Views

    • Creating Personal Charts

    • Creating Personal Dashboards

    • Sharing Personal Dashboards

    • Configuring Global Search
  • 7

    07 - Data Management

    • Auditing

    • Duplicate Detection Rules

    • Duplicate Detection Jobs

    • Data Quality Dashboard

    • Editing Multiple Records
  • 8

    08 - Administration Best Practices

    • Administrative Org Structure

    • 7 Steps to Maintain Data Quality

    • User Onboarding and Offboarding

    • CRM Issue Reporting