Administering CRM 2015 for Online and On- Premises
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Administering CRM 2015 for online and on- premises Version 7.1.1 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. 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. The videos and eBooks might be in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. © 2015 Microsoft. All rights reserved. Microsoft, Active Directory, Azure, Bing, Excel, Internet Explorer, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Windows, and Windows Server are trademarks of the Microsoft group of companies. 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Contents Administering CRM 2015 ................................................................................................................. 9 What's new for administrators and customizers in Microsoft Dynamics CRM 2015 and CRM Online ........................................................................................................................................ 9 Getting started ............................................................................................................................ 22 64-bit supported configurations for Microsoft Dynamics CRM ............................................... 22 Supported web browsers and mobile devices ........................................................................ 23 Web application requirements for Microsoft Dynamics CRM .............................................. 24 Performance tuning and optimization ..................................................................................... 27 Verify network capacity and throughput for Dynamics CRM clients ................................... 27 Key preparation and configuration tasks ............................................................................. 28 Set up a CRM organization ..................................................................................................... 32 Create or edit business units ............................................................................................... 33 Delete a business unit ......................................................................................................... 36 Assign a business unit a different parent business ............................................................. 37 Create or edit a site ............................................................................................................. 37 Add resources to a site ........................................................................................................ 38 Add or remove a currency ................................................................................................... 39 Change regional and language options for your organization ............................................ 40 Enhanced service level agreements ................................................................................... 41 Enable languages ................................................................................................................ 42 Configure Quick Find options for the organization .............................................................. 43 Turn off the welcome screen (navigation tour) ....................................................................... 45 Manage security, users and teams ............................................................................................ 47 Security concepts for Microsoft Dynamics CRM .................................................................... 48 Security roles and privileges ............................................................................................... 51 Create or edit a security role ............................................................................................ 54 Copy a security role ......................................................................................................... 58 View your user profile....................................................................................................... 59 Field level security ............................................................................................................... 60 Hierarchy security ................................................................................................................ 62 Manage users ......................................................................................................................... 72 Manage teams ........................................................................................................................ 75 Add teams or users to a field security profile .......................................................................... 78 Synchronize user information between Microsoft Dynamics CRM and Active Directory ....... 79 Add or remove territory members ........................................................................................... 80 Troubleshooting: User needs read-write access to the CRM organization ............................ 81 Audit data and user activity ........................................................................................................ 82 Customize your CRM system ..................................................................................................... 85 Getting started with customization .......................................................................................... 86 Privileges required for customization .................................................................................. 86 Customization concepts ...................................................................................................... 88 Use solutions for your customizations ................................................................................. 98 Change the color scheme or add a logo to match your organization’s brand ...................... 112 Changes to forms and views in Microsoft Dynamics CRM 2015 .......................................... 117 Create and edit metadata ..................................................................................................... 129 Create and edit entities ..................................................................................................... 132 Create and edit fields ........................................................................................................ 142 Default status and status reason values ........................................................................ 155 Define status reason transitions ..................................................................................... 171 Set custom icon for custom case origin ......................................................................... 173 Behavior and format of the date and time field .............................................................. 174 Define rollup fields.......................................................................................................... 180 Define calculated fields .................................................................................................. 191 Create and edit entity relationships ................................................................................... 205 Customizable parental entity relationships .................................................................... 218 Entity and attribute mappings ........................................................................................ 219 Create and edit global option sets ..................................................................................... 244 Create and design forms ...................................................................................................... 247 Use the form editor ............................................................................................................ 252 Design considerations for main forms ............................................................................... 287 Main form presentations ................................................................................................ 289 Optimize form performance ........................................................................................... 302 Manage auto-save ......................................................................................................... 303 Update your forms ............................................................................................................. 308 Create and edit mobile forms for CRM for phones express .............................................. 309 Create and edit quick create forms ................................................................................... 313 Create and edit quick view forms ...................................................................................... 315 Create and edit views ........................................................................................................... 316 Create and edit dashboards ................................................................................................. 326 Create and edit processes