CRM 2011 – Setup guide to Administrating an organisation

Whilst searching about Subject tree’s I stumbled upon this page hidden with the CRM 2011 resources. It’s exteremely useful for new Admin users to CRM 2011 but it is also a good check list for new organisations for developers and of course diagrams are always good.

It’s from the Microsoft CRM online resource centre but I have never come across it before, you can go here to read the article

it has a good explanation of the diagram as well.  I would say it sounds easier then actually doing it.  You would really need to plan these steps before you actually fire up CRM.  Things like getting the data ready to import, the sales information and getting the business units defined would all be done before you started using CRM.   I think this is a good list for people to look at so they know what they need to do to get CRM up and running for an organisation.  You would also need to setup user roles and not just people, this is quite an important step in a business and one that will need a bit of thought because there are a lot of things to consider like viewing data, who can edit data/delete and create data.

here is the article


There are basic tasks that you must complete before you can invite users to use your new Microsoft Dynamics CRM organization.

  1. Set up the framework of your business. These steps set up how Microsoft Dynamics CRM is organized. It should reflect how your organization does business. The subject tree allows you to organize cases and knowledge base articles. Security roles and business units help control who has access to customer and business information, and who can perform certain tasks.
  2. Set up the organization. By setting up your organization, you set how your records are numbered, regional formatting, such as dates and numbers, and other items that everyone uses. You can also customize forms and record types to match your organizations terminology.
  3. Import your data. If you keep your contacts in Outlook, you can use the Add Contacts Wizard. You can import other data from your old system using the Import Wizard.
  4. Set up for sales. If you are using the sales features, you can set up products, a product catalog, a list of competitors, and sales literature. You could also delegate these tasks to a sales manager.
  5. Set up for marketing. If you are using the marketing features, you can set up marketing lists and campaigns to manage your advertising events. You could also delegate these tasks to a marketing manager.
  6. Set up for custom service. If you are using the customer service features, you can set up queues for activity and case routing, contract templates, and services to offer to customers. You could also delegate these tasks to a customer service manager.
  7. Add your people. Add your people and send the invitations to join. You can also organize them into teams and assign them territories.
  8. Work smarter. You can help your people work smarter by creating workflows to automate business processes, create duplicatedetection rules to keep your data cleaner, standardize communications with templates, and create reports to track your results


Diagram of initial Administrator tasks


2 thoughts on “CRM 2011 – Setup guide to Administrating an organisation

  1. Noura January 31, 2012 / 8:54 am

    Hi all,
    How can let onle one team check certain articles.
    Suppose i want only one team to access the articles, knowing that we cannot do it in security role because in the ‘Articles’ entity we cannot assign it to a business unit


    • Hosk January 31, 2012 / 9:29 am

      You could do it using code.

      but would people from an other team really want to read the articles. usually it’s trying to get people to read articles rather than stopping them


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