Customization, Roles, Security, & Auditing
Microsoft Dynamics CRM 2013
| Intermediate
- 12 Videos | 1h 7m 46s
- Earns a Badge
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
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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
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1.Business Units5m 59sUP NEXT
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2.Security Roles4m 40s
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3.Applying Security Roles5m 57s
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4.Users, Teams and Sharing5m 42s
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5.Field Level Security6m 36s
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6.Access Team Templates5m 38s
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7.Access Team Reporting6m 3s
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8.Auditing5m 33s
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9.Setting Up Document Management5m 57s
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10.Setting Up Entities for SharePoint Integration5m 12s
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11.Using SharePoint Document Management4m 27s
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12.Using SharePoint Functionality from CRM6m 2s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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