Agenda
10:00 Welcome & Introduction
10:15 Security Model
- Business Units
- Roles
- Column Level Security
- App Security
11:00 User Experience
- Views
- Dashboards
11:00 Template Management
- Email Templates
11:00 Data Management
- Basic Data Import
13:00 Summary & Questions
This course gives you the basics you need to manage and maintain Dynamics 365 CRM. The course is designed for System Admins and System Customisers only. You’ll learn how to control access with security roles, teams, and business units, and how to set up views and dashboards for users. By the end, you’ll be ready to handle key admin tasks and keep your CRM organised, secure, and simple to use.
This session will be delivered in a webinar format, so no virtual machines are required. Attendees can simply join the session and follow along with the demonstrations.
To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk