• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint

Global Settings

Let's start by making some high-level decisions that will affect the system as a whole. Navigate to the System Customization section under the Settings Sub-Area and you will find three common tasks—System Settings, Auto-Numbering, and Fiscal Year Settings. These three tasks are grouped together in the Task Box section of the System Customization page. If you cannot see the Setting tab on the Home area's left navigation bar, this means you are not set up as a System Administrator. Global Settings are typically managed by the System Administrator.

System Settings

Figure 5.1 shows the System Setting screen. These settings deal with how users will see name, number, currency, and calendar settings. In Version 1.0 this information is global, so if you have users of mixed nationality, you will need to make all users aware of the conventions you choose. Microsoft CRM will not look at the user's Culture or Regional Settings as set on their computer.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint