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CRMUG Summmit 2016 Pre-Conference Academy
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Sunday, October 9 • 8:00am - 5:00pm
CRM Administration for the Newer Administrator
Being a new Dynamics CRM Administrator is challenging. The responsibility to maintain and extend the functionality of the system is a daunting task that requires an understanding of the business as well as knowledge of Dynamics CRM capabilities. This course will help lay a foundation for understanding the many features of Dynamics CRM and their practical application by giving real world examples.
The course will cover the following areas:
  • Setting up new users in Dynamics CRM
  • Core Dynamic CRM Record Types
  • Configuration of the Dynamics CRM including entities, views, forms, and fields
  • Process Automation
  • Reporting in Dynamics CRM
Learning Objectives:
  • Explain how to setup a new user and additional considerations when creating a new user
  • Explain which records are core Dynamics CRM records
  • Show how to configure an entity form and updated a system view
  • Explain the reporting options in Dynamics CRM
  • Explain the different options when creating automation in Dynamics CRM
Delivery Method: Group Live

Speakers
avatar for Seth Bacon

Seth Bacon

Manager, Technology Consultant, RSM US LLP
Seth Bacon is passionate about improving the lives of others and their experience with technology. Since being introduced to the Microsoft business application platform in 2011, he has focused on delivering a quality experience to end-users by focusing on understanding the users... Read More →



Sunday October 9, 2016 8:00am - 5:00pm EDT
Tampa Convention Center Room 1
  Administration