Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Managing teams


Teams are a new concept introduced to Dynamics CRM 2011 that allows an organization to group individuals and assign to those groups records within the system. A couple of interesting notes:

  • A team may have a security role assigned to it. Any team member (user) will inherit the team's security. If no security role is assigned to a team, then that team cannot be assigned any records.

  • Like other part of Dynamics CRM when it comes to security, the highest privilege wins. That is, if a user has a security role and the team has a security role, when performing an action, the highest privilege wins, regardless of whether that is defined on the user or on the team.

  • Teams can be deleted where as users cannot. However, a team can only be deleted if there are no records assigned to it.

  • Teams are one way in which users from different business units can interact with a record. For example, let's say you have a user in Business Unit A, and a user in Business Unit B. The user in Business Unit...