2011 Administrator’s Guide Copyright
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2011 Administrator’s Guide  Copyright This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2011 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, Excel, Hyper-V, Internet Explorer, Microsoft Dynamics, Microsoft Dynamics logo, MSDN, Outlook, Notepad, SharePoint, Silverlight, Visual C++, Windows, Windows Azure, Windows Live, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.
Table of ContentsTable of Contents i Administrators Guide - Setting Up Your Organization 1 Create or change the settings for a business unit 1 Create a new business unit 2 Set auto-number formats 2 Set system-wide settings 3 Set fiscal year settings 4 Work with connections 5 Work with connections and connection roles 6 Set preferences for product updates 6 Create or edit a site 6 Set system-wide privacy preferences 7 Determining E-mail Access for Your Organization 7 Controlling Data Access 8 Business Units 8 Security Roles 8 Overriding Security Roles 8 Securing Custom Fields 8 Work with Security Roles 9 Work with Business Units 11 Create or change the settings for a business unit 11 Assign a different parent business unit 12 Change the business unit for a record 12 Enable or disable a business unit 13 Work with Teams 14 Create or edit a team 14 Add or remove team members 15 Managing Users 16 Add or remove users for a territory 16 Manage a User's Record 16 Work with Your User Record and Work Hours 17 Work with Announcements 18 View announcements 18 Work with Integrated Instant Messenging 20 Send or Copy a Shortcut 21 Install Microsoft Dynamics CRM E-mail Router 23 Work with E-mail Templates 24 E-mail Permissions 24 Permissions required for e-mail-related tasks 24 View Your User Profile 25 Using Connect to Define How Records Relate 26 Work with connections 26 Work with connections and connection roles 27 Using Connect to Define How Records Relate 27 Managing Relationship Roles 28 Using Relationship Roles 28 Types of Relationships 28 Managing Relationship Roles 29 Work with Relationship Roles 29 Relationship Roles Dialog Box 29 Customer Relationship Form 31 Opportunity Relationship Dialog Box 32 Changing Regional and Language Options for Your Organization 33 Adding and Removing Currencies 34 Activate or deactivate a currency 34 Language Settings Dialog Box 34 Translating Customized Entity and Field Text 35 Export Customized Entity and Field Text for Translation 35 Work with Territories 36 Managing Users 36 Create or edit a territory 37 Work with Fiscal Year Settings 38 Work with salespeople 39 Add Users 41 Enable or disable a user record 42 Reassign user records individually or in bulk 43 Create or edit a territory 44 Creating the Product Catalog 45 Work with Discount Lists 45 Creating the Product Catalog 46 Using Discount Lists as Incentives 46 Create or edit a discount list 46 Create or edit a discount 47 Deactivate or activate a discount list 48 Selling Products Individually and in Groups 49 Work with Unit Groups 49 Create a unit group 50 Using Price Lists 51 Work with Price Lists 51 Create or edit a price list 51 Add or edit price list items 52 Deactivate or activate a price list 55 Creating a Product in the Product Catalog 56 Work with Products 56 Create or edit a product 57 Reclassify a product 59 Set the default price list 60 Add or remove substitute products 60 Add or edit price list items 61 Convert a product into a kit 64 Add products to a kit 65 Deactivate or activate a product 65 Configuring Marketing 66 Marketing Permissions 67 Permissions required for marketing tasks 67 View Your User Profile 70 Scheduling Services for Your Customers 71 Navigating the Service Calendar 71 Service Calendar 71 View the Service Calendar 72 Find and view the work schedule for an individual resource 77 View a list of resources 81 Booking Service Activities in the Service Calendar 83 Schedule Service Activity 83 Work with Service Activities 84 Work with the Workplace Calendar 84 View the calendar in the Workplace area 84 Print the details of an activity from a calendar 85 Create or edit an appointment 85 Work with Appointments 87 Creating Contracts 87 Work with Contracts 87 Create or edit a contract 88 Add or edit a contract line 90 Invoice and activate a contract 91 Cancel or delete a contract 92 Renew a contract 93 Use the Closed Activity list 93 Supporting Customer Service with Microsoft Dynamics CRM 94 Work with Cases 94 Use the Closed Activity list 98 Send an article from a case 99 Auditing data in Microsoft Dynamics CRM 100 Tracking changes for entity relationships 100 Enabling document management on entities 103 Understanding how document management works 104 Understanding how document libraries and folders are created 104 Enabling document management on entities 106
Lesson 1: Workflow structure 113 Monitor and Manage Workflows 115 Work with Workflows 116 Create or edit a workflow 116 Add or change dynamic values in a workflow 119 Creating and Using Workflows 120 Publish or unpublish a workflow 121 Specify Workflow Condition Form 121 Specify the conditions for a workflow step 121 Add or change dynamic values in a workflow 122 Start an On-Demand Workflow 123 Creating and Using Dialogs 124 Understanding dialogs structure 124 Work with dialogs 125 Start a dialog 125 |