Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a custom administrator security role


The Dynamics CRM 2011 system has an out-of-the-box system administrator security role. But, at times, we want to create custom administrator security roles to provide some restrictive administrative tasks to a set of users. For example, we want to provide the right to create users, teams, queues, goals, currencies and so on, but restrict access to solution management, entity customization, and so on. In this recipe, we will explore the best way to create such a custom administrator security role.

How to do it…

Please follow the ensuing steps to create a custom administrator security role:

  1. Log in to the Dynamics CRM 2011 system as a user that has the system administrator security role.

  2. Navigate to the Settings | Administration | Security Role section.

  3. Then, select the System Administrator security role, click on More Actions in the toolbar, and then select Copy Role.

  4. In the Copy Security Role web pop-up, provide a new role name and then click on OK...