Views:

Role: IT Administration

Access & Navigation to Admin Portal

Backups

Auditing – reading

New Users & License Management

Mailbox Procedure: Outlook Integrations as applicable

Storage Management/ Understanding

Role 2: Common Power Users Activities – can be done by IT too

Security             

Security settings            

Manage security            

Solutions           

Default Solution             

Why do we use them?  

Managed vs Unmanaged            

Solution Components and Solution Explorer             

Creating a Solution        

Navigate to a specific Solution   

Add solution components           

Publishing

Entities

Custom vs System          

Entitiy Properties and Settings   

Forms  

Creating or editing a form          

Overview of the form editor      

Form Structure: Tabs, Sections, Header, Footer, and form properties       

Add a field to a form     

Adding a Sub-Grid

Add a Quick view control            

Change navigation within a form            

Save and publish            

Form Types, Order, Activate, and Deactivate Forms  

Views   

Types of Views 

Creating or editing a public View            

Activating, deactivating, or setting Default view     

Workflows        

Creating and editing a workflow

Workflow Settings         

Steps and actions           

Setting conditions for workflows actions

Activate

Check running workflows                         

Fields Management       

Creating Fields  

Field Types

Advanced fields: Rollup fields    

Advanced fields: Calculated Fields