Microsoft Dynamics CRM 2011 Admin Guide has been released!

Microsoft Dynamics CRM 2011 Admin Guide has been released!

Microsoft has released the Admin Guide for CRM 2011.

This is the CRM admin's version of the already released IT admin's Implementation guide. This should be a part of every CRM administrator's toolkit, along with the Go Live checklist, and the Outlook Client install guide.

Table of Contents:

  • 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 8
  • Controlling Data Access 8
  • Managing Users 16
  • Add or remove users for a territory 16
  • Manage a User's Record 17
  • Work with Your User Record and Work Hours 18
  • Work with Announcements 19
  • View announcements 19
  • Work with Integrated Instant Messenging 20
  • Send or Copy a Shortcut 22
  • Install Microsoft Dynamics CRM E-mail Router 24
  • Work with E-mail Templates 24
  • E-mail Permissions 25
  • Permissions required for e-mail-related tasks 25
  • View Your User Profile 26
  • Using Connect to Define How Records Relate 27
  • Work with connections 27
  • Work with connections and connection roles 28
  • Using Connect to Define How Records Relate 28
  • Managing Relationship Roles 29
  • Work with Relationship Roles 30
  • Relationship Roles Dialog Box 30
  • Customer Relationship Form 32
  • Opportunity Relationship Dialog Box 33
  • Changing Regional and Language Options for Your Organization 35
  • Activate or deactivate a currency 35
  • Language Settings Dialog Box 36
  • Translating Customized Entity and Field Text 36
  • Export Customized Entity and Field Text for Translation 37
  • Work with Territories 38
  • Managing Users 38
  • Create or edit a territory 38
  • Work with Fiscal Year Settings 39
  • Work with salespeople 40
  • Add Users 43
  • Enable or disable a user record 44
  • Reassign user records individually or in bulk 45
  • Create or edit a territory 46
  • Creating the Product Catalog 47
  • Work with Discount Lists 47
  • Creating the Product Catalog 48
  • Using Discount Lists as Incentives 48
  • Create or edit a discount list 48
  • Create or edit a discount 49
  • Deactivate or activate a discount list 50
  • Selling Products Individually and in Groups 51
  • Work with Unit Groups 52
  • Create a unit group 52
  • Using Price Lists 53
  • Work with Price Lists 53
  • Create or edit a price list 53
  • Add or edit price list items 55
  • Deactivate or activate a price list 58
  • Creating a Product in the Product Catalog 58
  • Work with Products 59
  • Create or edit a product 59
  • Reclassify a product 62
  • Set the default price list 62
  • Add or remove substitute products 63
  • Add or edit price list items 64
  • Convert a product into a kit 67
  • Add products to a kit 67
  • Deactivate or activate a product 68
  • Configuring Marketing 69
  • Marketing Permissions 69
  • Permissions required for marketing tasks 69
  • View Your User Profile 73
  • Navigating the Service Calendar 74
  • Service Calendar 75
  • View the Service Calendar 75
  • Find and view the work schedule for an individual resource 80
  • View a list of resources 84
  • Booking Service Activities in the Service Calendar 87
  • Schedule Service Activity 87
  • Work with Service Activities 87
  • Work with the Workplace Calendar 87
  • View the calendar in the Workplace area 88
  • Print the details of an activity from a calendar 88
  • Create or edit an appointment 89
  • Work with Appointments 91
  • Creating Contracts 91
  • Work with Contracts 91
  • Create or edit a contract 91
  • Add or edit a contract line 94
  • Invoice and activate a contract 95
  • Cancel or delete a contract 96
  • Renew a contract 97
  • Use the Closed Activity list 97
  • Supporting Customer Service with Microsoft Dynamics CRM 98
  • Work with Cases 98
  • Use the Closed Activity list 103
  • Send an article from a case 103
  • Auditing data in Microsoft Dynamics CRM 104
  • Tracking changes for entity relationships 104
  • Create or edit site records in Microsoft Dynamics CRM 112
  • Create or edit document location records in Microsoft Dynamics CRM 114
  • Monitoring and Managing System Jobs 115
  • Work with System Jobs 116
  • Cancel or change the status of a system job 116
  • Duplicates Detected Form 117
  • Creating and Using Workflows 117
  • Workflow Lifecycle 118
  • Monitor and Manage Workflows 120
  • Work with Workflows 121
  • Create or edit a workflow 121
  • Add or change dynamic values in a workflow 124
  • Creating and Using Workflows 125
  • Publish or unpublish a workflow 126
  • Specify Workflow Condition Form 126
  • Specify the conditions for a workflow step 127
  • Add or change dynamic values in a workflow 127
  • Start an On-Demand Workflow 129
  • Creating and Using Dialogs 129
  • Understanding dialogs structure 129
  • Work with dialogs 130
  • Start a dialog 131

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