Customization, Roles, Security, & Auditing

Microsoft Dynamics CRM 2013    |    Intermediate
  • 12 videos | 1h 7m 46s
  • Earns a Badge
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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

  • 5m 59s
    During this video, you will learn how to divide an organization into logical business units. FREE ACCESS
  • 4m 40s
    During this video, you will learn how to identify the basic principles of security roles. FREE ACCESS
  • Locked
    3.  Applying Security Roles
    5m 57s
    During this video, you will learn how to use security roles and business units to restrict user access to records. FREE ACCESS
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    4.  Users, Teams and Sharing
    5m 42s
    Find out how to set up users, add them to teams, apply security roles, and share records. FREE ACCESS
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    5.  Field Level Security
    6m 36s
    In this video, find out how to create security roles to limit user access to specific fields. FREE ACCESS
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    6.  Access Team Templates
    5m 38s
    In this video, you will create access team templates to simplify the sharing of records. FREE ACCESS
  • Locked
    7.  Access Team Reporting
    6m 3s
    During this video, you will learn how to use Advanced Find to report on access teams. FREE ACCESS
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    8.  Auditing
    5m 33s
    During this video, you will learn how to configure and manage data auditing. FREE ACCESS
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    9.  Setting Up Document Management
    5m 57s
    In this video, you will configure CRM for document management. FREE ACCESS
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    10.  Setting Up Entities for SharePoint Integration
    5m 12s
    In this video, learn how to set up the SharePoint folder structure and configure CRM entities for integration. FREE ACCESS
  • Locked
    11.  Using SharePoint Document Management
    4m 27s
    In this video, you will work with document management for CRM entities. FREE ACCESS
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    12.  Using SharePoint Functionality from CRM
    6m 2s
    In this video, you will learn how to use native SharePoint features to enable powerful collaboration. FREE ACCESS

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