Dynamics CRM Administration (OnPremise)
Our first course is on Dynamics CRM Administration and will be available shortly.
The time each lesson will take to complete will vary between 30 minutes and two hours, depending on the number of exercises to complete (some have none), and the amount of background material that you will need to cover.
Objective and Target Audience
This course is designed to enhance the skills of both new and existing Dynamics CRM Administrators. The information conveyed in this course are the lessons learned from almost ten years of working with Dynamics CRM.
A Look Inside:
Here is what you will be learning in this course:
Lesson 1. Create Your Administrative Toolbox
This is a list of the tools that you will find invaluable as a Dynamics CRM administrator.
Lesson 2. Let’s Do a Little Housekeeping
This lesson covers a few things you can do to make your life a little easier, as you progress through the lessons and your understanding.
Lesson 3. Error, Warning, and Notification Messages
This is a collection of error, warning, and notifications that occasionally occur within Dynamics CRM. Each has an explanation of their cause.
Lesson 4. Managing System Jobs
We discuss the management of system jobs and how they can effect your CRM organization.
Lesson 5. System Job Management: Registry
There are a few registry keys that can alter the way the Asynchronous Services processes it’s workload. We’ll cover those in this lesson.
Lesson 6. Creating System Management Views
One of the most important things you will do is to create a handful of personal views which will help you in your routine management of the system.
Lesson 7. Automating System Job Cleanup
There are two methods for automating the cleanup of the system jobs table and we’ll cover them in detail in this lesson.
Lesson 8. User Management Tips and Tricks
Here we will discuss a few of the finer points of user management that are sometimes overlooked.
Lesson 9. Email Management
Email can be very problematic at times. In this lesson we will discuss how to eliminate some of the issues that you will occasionally run into.
Lesson 10. Email Management – Preventative Maintenance
Continuing where lesson 9 left off, we’ll discuss how to prevent problems before they start.
Lesson 11. Outlook Sync Table Cleanup
If you use the Dynamics CRM Client for Microsoft Outlook, you can be left with database artifacts that serve no purpose. We’ll discuss how to remove these objects.
Lesson 12. Monitoring the Windows Event Log
The Windows Event Log is a major repository for information related to the health of your applications and servers. In Lesson 12, we will review what to look for and how to read the logs.
Lesson 13. Platform Event Tracing Overview
When things go really, really, wrong with Dynamics CRM, we can always turn on platform tracing to see what (and hopefully where) the problem lies. This lesson gives you a bit of background on the tracing process.
Lesson 14. Enabling Event Tracing
This lesson discusses how to enable tracing at either the server or organization level.
Lesson 15. Troubleshooting Using Event Tracing
Once we have tracing enabled, we need to be able to determine the problem. This lesson discusses that process.
Lesson 16. Matching User Error Codes
Error codes are sometimes displayed to the user in hopes of correlating errors with the trace logs. We’ll discuss this process in-depth.
Lesson 17. Troubleshooting Development Errors
When performing Dynamics CRM development you occasionally run into errors that are hard to track down, but for which you have an error code. We’ll discuss how to locate the description for these codes.
Lesson 18. Workflow Best Practices
In this lesson I share several techniques that I have found to be very useful when automating Dynamics CRM using workflows.
Lesson 19. CRM SQL System Jobs
Learn how to reschedule the built-in SQL maintenance jobs.
Lesson 20. CRM Organization Settings Editor
Learn about the Organization Settings utility from the Microsoft Support team.
Lesson 21. Creating a Management Dashboard
Our final chapter discusses creating a dashboard so that several of the management tools and techniques we have discussed, are consolidated and at your fingertips.
Also included, at no extra charge, are bonus lessons and additional tools and documentation to help you with your knowledge journey.