Chapter 3. Administering Microsoft Dynamics CRM 2011
After successful installation of Dynamics CRM 2011 Server, we looked at recipes in the previous chapter for backing up and restoring Dynamics CRM 2011 Server components. In this chapter, we will delve into recipes for configuring the Dynamics CRM 2011 system to make it ready for customization work. As part of administration, we will find out how Dynamics CRM 2011 deployment can be secured with SSL and then how to configure AD FS-based authentication, and finally how to deploy Internet-facing Dynamics CRM 2011. In addition, we will delve into recipes for configuring system-wide settings. These recipes will have system-wide impact; hence, before implementing any of these recipes, careful thought should be put into assessing the impact on Dynamics CRM 2011 Server.
The chapter will include the following recipes:
- Securing Dynamics CRM 2011 deployment with SSL/HTTPS
- Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011
- Configuring Internet-facing Deployment (IFD)
- Creating a new deployment administrator
- Creating a new system administrator
- Creating a new business unit
- Configuring a security role
- Creating a custom administrator security role
- Creating a field-level security profile
- Adding a new user account in the Dynamics CRM 2011 system
- Adding multiple users in the Dynamics CRM 2011 system
- Creating a new team in the Dynamics CRM 2011 system
- Configuring autonumbering formats
- Configuring system-wide settings
- Configuring fiscal year settings
- Configuring error notification preferences