Chapter 6. Dynamics CRM Administration
In the previous chapter, we looked at the various solutions integrated into Dynamics CRM. From the Social Pane, to integration with Social Listening and Yammer, as well as the available Insight component by InsideView and the full blown solution provided by them. We have also done a quick overview of the new features added to the platform, including the OneNote integration, the all new Interactive Service Hub, as well as the newly added features brought by the acquisition of the field service solution from FieldOne.
This chapter will look at the following topics:
- Administration Concepts
- The Settings Area
- Business Management
- Service Management
- Case Settings
- Service Terms
- Entitlement Templates
- Service Scheduling
- Templates
- Product Catalog
- Administration
- Security
- Data Management
- Working with Data
- Data Loader Tool
- Data Reporting
- Monitoring System Jobs
- Document Management
- Auditing
- E-mail Configuration
- Configuring Activity Feeds
- Process Center
- Dynamics Marketplace
- Customization...