Customization, Roles, Security, & Auditing

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 Videos | 1h 11m 16s
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Microsoft Dynamics CRM 2013 integrates with SharePoint for enhanced collaboration and management facilities. Explore customization and configuration options in Microsoft Dynamics CRM, and get the most out of SharePoint integration.

WHAT YOU WILL LEARN

  • divide an organization into logical business units
    identify the basic principles of security roles
    use security roles and business units to limit user access to records
    set up users, add them to teams, apply security roles, and share records
    create security roles to limit user access to specific fields
    create access team templates to simplify record sharing
  • use Advanced Find to report on access teams
    configure and manage the auditing of data
    configure CRM for document management
    set up the SharePoint folder structure and configure CRM entities for integration
    work with document management on CRM entities
    use native SharePoint rich features to enable powerful collaboration

IN THIS COURSE

  • Playable
    1. 
    Business Units
    5m 59s
    UP NEXT
  • Playable
    2. 
    Security Roles
    4m 40s
  • Locked
    3. 
    Applying Security Roles
    5m 57s
  • Locked
    4. 
    Users, Teams and Sharing
    5m 42s
  • Locked
    5. 
    Field Level Security
    6m 36s
  • Locked
    6. 
    Access Team Templates
    5m 38s
  • Locked
    7. 
    Access Team Reporting
    6m 3s
  • Locked
    8. 
    Auditing
    5m 33s
  • Locked
    9. 
    Setting Up Document Management
    5m 57s
  • Locked
    10. 
    Setting Up Entities for SharePoint Integration
    5m 12s
  • Locked
    11. 
    Using SharePoint Document Management
    4m 27s
  • Locked
    12. 
    Using SharePoint Functionality from CRM
    6m 2s

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