Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By : Neil Benson
Book Image

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide

By: Neil Benson

Overview of this book

Whether you are a consultant for a Microsoft partner, an IT professional, a developer working for a Microsoft customer, or a freelance CRM consultant; this book is the ticket to advancing your career. Stand out in the crowd by obtaining certification MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official course syllabus including all the topics and procedures you need to know to pass the exam. 'Test Your Knowledge' sections at the end of each chapter offer a 75-question sample exam to help you practice and master the certification test.The "Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide" covers the official syllabus for course 80294B including a 75-question practice exam.If you're new to Microsoft Dynamics CRM or Microsoft certifications then the book kicks off with an overview of both topics before diving into the official syllabus. There are in-depth chapters covering customization basics, the organization structure, entity and attribute customization, entity relationships, user interface customization, auditing, and solutions. Each chapter includes detailed procedures that you need to know for the exam as well as a self-test section to review your learning.Microsoft endorses IT pros and developers who've proven their expertise by attaining the certification. Use this book to supercharge your career by giving yourself an advantage. Stand out in the crowd!
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Customization security roles


There are two security roles that are often assigned to users who are responsible for customizing CRM:

  • System Administrator: Users with the System Administrator security role have full access to all the customization features and there are some solution components, such as plugins and web resources, which can be modified, imported, or exported only by a system administrator.

    Users with the System Administrator security role always have all privileges for all system and custom entities.

    The System Administrator security role cannot be modified, and at least one user must have the System Administrator security role assigned to him/her.

  • System Customizer: Users with the System Customizer security role can customize most of the CRM solution components, with a few restrictions such as plugins and web resources. For this reason, it is more common for developers to be assigned the System Administrator security role within a CRM development environment.

    The System Customizer security role is useful in smaller deployments when it is assigned to a technical super-user who needs to make simple customization changes to the system. For example, the System Customizer role could be assigned to a marketing manager who needs to add fields, modify views, and create system charts and dashboards.