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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