Microsoft Dynamics CRM 2011 Administrator's Guide

8/13/2019 Microsoft Dynamics CRM 2011 Administrator's Guide

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2011 Administrators Guide


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Copyright

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Table of Contents

Table of Contents.............................................................................................................i

Administrators Guide - Setting Up Your Organization................................................1

Create or hange the settings for a business unit......................................................1

Create a ne! business unit............................................................................................"

Set auto-number formats................................................................................................"

Set system-!ide settings...............................................................................................#

Set fisal year settings...................................................................................................$

%or& !ith onnetions...................................................................................................'

%or& !ith onnetions and onnetion roles.............................................................(

Set preferenes for produt updates............................................................................(

Create or edit a site.........................................................................................................(

Set system-!ide pri)ay preferenes...........................................................................*

+etermining ,-mail Aess for Your Organization......................................................*

Controlling +ata Aess.................................................................................................Business Units.................................................................................................................................8

Security Roles..................................................................................................................................8

Overriding Security Roles................................................................................................................ 8

Securing Custom Fields...................................................................................................................8

Work with Security Roles.................................................................................................................9

Work with Business Units.............................................................................................................. 11

Crete or chnge the settings !or "usiness unit..........................................................................11

#ssign di!!erent $rent "usiness unit.......................................................................................... 1%

Chnge the "usiness unit !or record...........................................................................................1%

&n"le or dis"le "usiness unit.................................................................................................. 1'

Work with (ems........................................................................................................................... 1)

Crete or edit tem..................................................................................................................... 1)

#dd or remove tem mem"ers................................................................................................. .....1*

2011 Administrators Guide i


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anaging Users.............................................................................................................1(

Add or remo)e users for a territory.............................................................................1(

anage a User/s 0eord...............................................................................................1(

%or& !ith Your User 0eord and %or& ours..........................................................1*

%or& !ith Announements..........................................................................................1

2ie! announements....................................................................................................1

%or& !ith 3ntegrated 3nstant essenging.................................................................."4

Send or Copy a Shortut.............................................................................................."1

3nstall irosoft +ynamis C0 ,-mail 0outer........................................................."#

%or& !ith ,-mail Templates........................................................................................."$,-mail 5ermissions......................................................................................................."$

5ermissions re6uired for e-mail-related tas&s..........................................................."$

2ie! Your User 5rofile.................................................................................................."'

Using Connet to +efine o! 0eords 0elate.........................................................."(

%or& !ith onnetions................................................................................................."(

%or& !ith onnetions and onnetion roles..........................................................."*

Using Connet to +efine o! 0eords 0elate.........................................................."*

anaging 0elationship 0oles......................................................................................"

Using Reltionshi$ Roles............................................................................................................... %8

(y$es o! Reltionshi$s.................................................................................................................. %8

+nging Reltionshi$ Roles........................................................................................................ %9

%or& !ith 0elationship 0oles......................................................................................"7

0elationship 0oles +ialog 8o9...................................................................................."7

Customer 0elationship :orm.......................................................................................#1

Opportunity 0elationship +ialog 8o9.........................................................................#"

Changing 0egional and ;anguage Options for Your Organization.........................##

#dding nd Removing Currencies................................................................................................. ')

2011 Administrators Guide ii


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Ati)ate or deati)ate a urreny................................................................................#$

;anguage Settings +ialog 8o9....................................................................................#$

Translating Customized ,ntity and :ield Te9t...........................................................#'

,9port Customized ,ntity and :ield Te9t for Translation.........................................#'

%or& !ith Territories....................................................................................................#(

anaging Users.............................................................................................................#(

Create or edit a territory...............................................................................................#*

%or& !ith :isal Year Settings....................................................................................#

%or& !ith salespeople..................................................................................................#7

Add Users.......................................................................................................................$1,nable or disable a user reord...................................................................................$"

0eassign user reords indi)idually or in bul&...........................................................$#

Create or edit a territory...............................................................................................$$

Creating the 5rodut Catalog.......................................................................................$'

%or& !ith +isount ;ists.............................................................................................$'

Creating the 5rodut Catalog.......................................................................................$(

Using +isount ;ists as 3nenti)es.............................................................................$(

Create or edit a disount list........................................................................................$(

Create or edit a disount..............................................................................................$*

+eati)ate or ati)ate a disount list..........................................................................$

Selling 5roduts 3ndi)idually and in Groups.............................................................$7

%or& !ith Unit Groups.................................................................................................$7

Create a unit group.......................................................................................................'4

Using 5rie ;ists...........................................................................................................'1

%or& !ith 5rie ;ists....................................................................................................'1

Create or edit a prie list..............................................................................................'1

Add or edit prie list items...........................................................................................'"

2011 Administrators Guide iii


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+eati)ate or ati)ate a prie list................................................................................''

Creating a 5rodut in the 5rodut Catalog................................................................'(

%or& !ith 5roduts.......................................................................................................'(

Create or edit a produt................................................................................................'*

0elassify a produt.....................................................................................................'7

Set the default prie list................................................................................................(4

Add or remo)e substitute produts............................................................................(4

Add or edit prie list items...........................................................................................(1

Con)ert a produt into a &it..........................................................................................($

Add produts to a &it....................................................................................................('+eati)ate or ati)ate a produt..................................................................................('

Configuring ar&eting..................................................................................................((

ar&eting 5ermissions.................................................................................................(*

5ermissions re6uired for mar&eting tas&s.................................................................(*

2ie! Your User 5rofile..................................................................................................*4

Scheduling Services !or ,our Customers................................................................................. .....-1

iv 2011 Administrators Guide


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&n"ling document mngement on entities...............................................................................1'

Understnding how document mngement works.....................................................................1)

Understnding how document li"rries nd !olders re creted..................................................1)

&n"ling document mngement on entities...............................................................................1/

Create or edit site reords in irosoft +ynamis C0.........................................14*

Create or edit doument loation reords in irosoft +ynamis C0...............147

onitoring and anaging System =obs...................................................................111

%or& !ith System =obs..............................................................................................111

Canel or hange the status of a system >ob...........................................................111

+upliates +eteted :orm..........................................................................................11"

Creating and Using %or&flo!s..................................................................................11#

%or&flo! ;ifeyle......................................................................................................11#

0esson 1 Work!low structure.......................................................................................................11'

onitor and anage %or&flo!s................................................................................11'

%or& !ith %or&flo!s..................................................................................................11(

Create or edit a !or&flo!............................................................................................11(

Add or hange dynami )alues in a !or&flo!.........................................................117

Creating and Using %or&flo!s..................................................................................1"4

5ublish or unpublish a !or&flo!...............................................................................1"1

Speify %or&flo! Condition :orm............................................................................1"1

Speify the onditions for a !or&flo! step..............................................................1"1

Add or hange dynami )alues in a !or&flo!.........................................................1""

Start an On-+emand %or&flo!..................................................................................1"#

Creating and Using +ialogs.......................................................................................1"$

Understanding dialogs struture...............................................................................1"$

%or& !ith dialogs........................................................................................................1"'

Start a dialog................................................................................................................1"'

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Administrators Guide - Setting Up Your Organization

Create or change the settings for a business unit

Can 3 do this tas&?

(his tsk re2uires the System #dministrtor or System Customi3er security role or e2uivlent $ermissions.

+ore in!ormtion "out s$eci!ic $ermissions nd $er!orming this tsk while o!!line Con!igurtion 4ermissions

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click 8usiness Units.

%. o one o! the !ollowing

Crete new "usiness unit

. On the #ctions tool"r7 click


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. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click Users.

". Select one or more users7 nd then on the Ationsmenu7 click Change 8usiness Unit.

0elated Topis

Work with Business Units.......................................................................................................... 1

Controlling t #ccess..............................................................................................................

Create a ne business unit

. On the #ctions tool"r7 click


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"411 Administrator@s GuideSet system-wide settings

*. 5! you re setting uto;num"ering !ormts on ny t" e:ce$t Artiles7 in the Suffi9 ;engthlist7 click

num"er. 5n the con!irmtion messge7 click OB.

/. (o sve your settings7 click OB.


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"411 Administrator@s GuideWork with connections and connection roles

Set the o$tions !or how users cn synchroni3e with +icroso!t ynmics CR+ !or Outlook.

0eporting

S$eci!y re$ort ctegories.

Goal

Set the roll;u$ !re2uency nd e:$iry time.

'. (o sve your chnges nd close the dilog "o:7 click OB.

0elated Topis

+nge Users Record................................................................................................... ........ 1/

Set fisca" !ear settings

Cn 5 do this tsk=


+ore in!ormtion "out s$eci!ic $ermissions nd $er!orming this tsk while o!!line Sles 4ermissions

%arning

Fiscl yer o$tions !!ect the wy in which your orgni3tions dt is stored in the +icroso!t

ynmics CR+ dt"se. (here!ore7 you cn set the !iscl yer o$tions only once. ,ou cnnot

chnge these settings !ter you hve set them.

1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click :isal Year

Settings.

%. ,ou must enter in!ormtion in the !ollowing !ields

Start +ate

Select the dte you wnt the !iscl yer to strt.

Template

Select the tem$lte tht descri"es how your !iscl yer is divided.

:isal Year

Select how you wnt to dis$ly the !iscl yer.


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'. (o sve your settings7 click OB.

0elated Topis

Work with sles$eo$le............................................................................................................... '9

Work with (erritories.................................................................................................................. '/

#or$ ith connections

# connection llows you to show how record reltes to you. ,ou cn use it to identi!y contct s your

collegue or how record reltes to nother record7 such s n ccount re!erred "y coworker.

). Select the record to which you wnt to dd connection to7 nd in the Collaborategrou$7 click Connet.

*. 6e:t to the


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see ?Using Connect to Define How Records Relate? on

$ge%/@

Set preferences for product updates

Can 3 do this tas&?



5! you wnt to know when u$dtes hve "een relesed !or +icroso!t ynmics CR+7 you cn sign u$ to

receive e;mil noti!ictions. 6oti!ictions my include in!ormtion on security u$dtes7 u$dtes to +icroso!t

ynmics CR+ tht ddress !eture re2uests !rom customers7 or the relese o! new version o! +icroso!t

ynmics CR+.

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click 5rodut Updates.

%. 5n the irosoft +ynamis C0 5rodut Updates!orm7 sign in to the Windows 0ive 5 service.

'. Select the Subsribe"o:7 con!irm your e;mil !ormt7 e;mil ddress7 nd $rivcy o$tions7 nd then click

Continue.

Create or edit a site

Can 3 do this tas&?

(his tsk re2uires the System #dministrtor or System Customi3er security role or e2uivlent

$ermissions.+ore in!ormtion "out s$eci!ic $ermissions nd $er!orming this tsk while o!!line ServiceScheduling 4ermissions

For hel$ gthering the right in!ormtion7 see the Siteworksheet in the Microsoft Dnamics CRM !"0

#m$lementation Guidehtt$AAgo.microso!t.comA!wlinkA=0ink5d1/*//*.

1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click Sites.

%. On the Ations tool"r7 click


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Contro""ing &ata Access

(o control dt ccess7 you must set u$ n orgni3tionl structure tht "oth $rotects sensitive dt nd

en"les coll"ortion where $$ro$rite. ,ou do this "y setting u$ "usiness units7 security roles7 nd !ield

security $ro!iles.

8usiness Units# "usiness unit "siclly is grou$ o! users. 0rge orgni3tions with multi$le customer "ses o!ten use

multi$le "usiness units to control dt ccess nd de!ine security roles so tht users cn ccess records

only in their own "usiness unit.

Seurity 0oles

# security role de!ines how di!!erent ty$es o! records cn "e ccessed "y one ctegory o! users7 such s ll

sles$eo$le. (o control ccess to dt7 you cn modi!y e:isting security roles7 crete new security roles7 or

chnge which security roles re ssigned to ech user. &ch user cn hve multi$le security roles.

Security role $rivileges re cumultive when user hs more thn one security role7 the user will hve ny$rivilege llowed in ny o! the ssigned security roles.

&ch security role consists o! record;level $rivileges nd tsk;"sed $rivileges. (he ccess level !or ech

$rivilege determines which records cn "e ccessed 6one7 User7 Business Unit7 4rent Child Business

Unit7 nd Orgni3tion.

&ch ty$e o! record is either user;owned or orgni3tion;owned. Record;level $rivileges de!ine wht tsks

user with ccess to the record cn do7 such s Red7 Crete7 elete7 Write7 #ssign7 Shre7 #$$end7 nd

#$$end (o.

O)erriding Seurity 0oles

(he owner o! record or $erson who hs the Shre $rivilege on record cn shre record with otherusers or tems. Shring cn dd Red7 Write7 elete7 #$$end7 #ssign7 nd Shre $rivileges !or s$eci!ic

records. +ore in!ormtion Shre or #ssign Records nd iews

(ems re used $rimrily !or shring records tht tem mem"ers ordinrily couldnt ccess. +ore

in!ormtion %or& wit' (eams>on $ge 1)@

5t is not $ossi"le to remove ccess !or $rticulr record. #ny chnge to security role $rivilege $$lies to ll

records o! tht record ty$e.

Seuring Custom :ields

5n +icroso!t ynmics CR+7 !ields on !orms cn hve red7 crete7 nd u$dte $ermissions. Crete or

chnge custom !ield $ermissions using the :ield Seuritysetting on the !ield customi3tion !orm nd "yest"lishing :ield Seurity 5rofiles.

Field security $ro!iles re similr to security roles in +icroso!t ynmics CR+. Both s$eci!y wht users or

grou$s o! users cn see7 modi!y7 or crete in +icroso!t ynmics CR+.

When creting custom !ield on !orm7 you hve the o$tion to use !ield security. Using !ield security !or

!ield limits ccess to !ield "sed on users !ield security $ro!ile. 6ot using !ield security !or !ield "ses

ny restrictions to the !ield only on users security role.

8


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%or& !ith Seurity 0oles

Cn 5 do this tsk=

(his tsk re2uires the System #dministrtor security role or e2uivlent $ermissions. +ore in!ormtion "out

s$eci!ic $ermissions nd $er!orming this tsk while o!!line Con!igurtion 4ermissions

Be!ore editing security role7 you should understnd how dt ccess is controlled. +ore in!ormtionControlling Data Access>on $ge 8@

(he recommended wy to crete new security role is to co$y n e:isting security role nd modi!y it. +ore

in!ormtion Select the Copy a seurity roleo$tion.

). 5n the 6vigtion 4ne7 click Settings7 click Administration 7 nd then click Seurity 0oles.

*. (o edit security role7 dou"le;click the security role.

; OR ;

(o crete new security role7 on the #ctions tool"r7 click


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5! you wnt to crete security role tht is similr to nother security role7 you cn co$y security role with

new nme nd then modi!y the $rivileges nd ccess levels !or the new security role. ,ou cnnot co$y

security role to di!!erent "usiness unit.

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click Seurity 0oles.

%. Select the security role you wnt to co$y.

'. On the #ctions tool"r7 click Ations7 nd then click Copy 0ole.

). 5n the Copy Seurity 0oledilog "o:7 in the


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0elated Topis

Controlling t #ccess...............................................................................................................8

+nge Users Record...................................................................................................... ..... 1/

Work with Security Roles.............................................................................................................9

Work with ,our User Record nd Work


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on $ge 9@

1%


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%. ou"le;click "usiness unit to o$en it.

'. Under Organization7 click :ailitiesD,6uipment .

; OR ;

Under Organization7 click Users.

). Select the !cility7 e2ui$ment7 or user !or which you wnt to chnge the "usiness unit.

*. On the Ationsmenu7 click Change 5arent 8usiness.

/. 5n the Change 5arent 8usinessdilog "o:7 select new "usiness unit7 nd then click OB.

-. (o sve your chnges nd close the dilog "o:7 click OB.

0elated Topis

+nge Users Record...................................................................................................... ..... 1/


Work with Business Units.......................................................................................................... 11Controlling t #ccess...............................................................................................................8

,nable or disable a business unit

Cn 5 do this tsk=



When you dis"le "usiness unit7 the "usiness unit nd every child "usiness unit re lso dectivted7 nd

ll users o! these "usiness units cnnot log on to +icroso!t ynmics CR+.

,ou cnnot delete or renme "usiness unit.


%. Select the "usiness units tht you wnt to ctivte or dectivte.

'. On the Ationsmenu

Click ,nableto ctivte "usiness unit.

Click +isableto dectivte "usiness unit.

). 5n the con!irmtion messge7 click OB.

Tip

5! child "usiness unit no longer "elongs under its $rent7 "ut you do not wnt to dectivte it7 you

cn move it to nother $rent.

1'


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0elated Topis

Work with Business Units.......................................................................................................... 11


%or& !ith Teams

,ou cn delete tem !ter it is creted or dectivte tem "y removing ll the mem"ers !rom the tem. (o

rectivte the tem in the !uture7 Dust dd new mem"ers to it.

Wht else cn 5 do= +ore tsks...

Create or edit a team

Cn 5 do this tsk=

(his tsk re2uires mnger7 vice $resident7 C&O;Business +nger7 System #dministrtor7 or System

Customi3er security role or e2uivlent $ermissions. +ore in!ormtion "out s$eci!ic $ermissions nd

$er!orming this tsk while o!!line Con!igurtion 4ermissions

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click Teams.

%. On the Teamst"7 in the 0eordst"7 click


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0elated Topis

Work with (ems....................................................................................................................... 1)

Work with ,our User Record nd Work


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(anaging Users

Add or remo%e users for a territor!

Can 3 do this tas&?



1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click Sales

Territories.

%. 5n the list7 click the territory to which you wnt to dd or remove user.

#dd mem"ers to the sles territory

. 5n the 6vigtion 4ne7 click embers.

". On the Userst"7 in the 0eordsgrou$7 click Add embers.

c. 5n the ;oo& Up 0eordsdilog "o:7 dd one or more mem"ers7 nd then click OB.

Remove mem"ers !rom the sles territory

d. 5n the 6vigtion 4ne7 click embers.

e. 5n the list7 select one or more mem"ers tht you wnt to remove.

!. On the Userst"7 in the 0eordsgrou$7 click 0emo)e embers.

'. 5n the con!irmtion messge7 click OB.

). On the Territoryt"7 click Sa)e and Close.

0elated TopisWork with sles$eo$le...............................................................................................................'9


+nging Users......................................................................................................................... 1/

Creting nd Using Work!lows.................................................................................................11'

(anage a User)s *ecord

Use the list o! user records to dd7 edit7 en"le7 nd dis"le users7 to ssign security roles7 nd to chnge"usiness units or mngers !or user. ,ou cn lso mnge users working hours !or scheduling. +ore

in!ormtion Work with Weekly Schedules

Wht else cn 5 do= +ore tsks...

Can 3 do this tas&?



1/


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(he num"er o! users you cn dd is limited "y the num"er o! licenses $urchsed "y your orgni3tion with

the su"scri$tion. &ch user must hve uni2ue Windows 0ive 5.

1. 5n the 6vigtion 4ne7 click Settings7 click Administration 7 nd then click Users.

%. On the #ctions tool"r7 $oint to


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(he recommended wy to crete new security role is to co$y n e:isting security role nd modi!y it. +ore

in!ormtion Select the Copy a seurity roleo$tion.

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click Seurity 0oles.

%. (o edit security role7 dou"le;click the security role.

; OR ;

(o crete new security role7 on the #ctions tool"r7 click


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0elated Topis

Work with #nnouncements........................................................................................................ 18


Cn 5 do this tsk=




1. 5n the 6vigtion 4ne7 click Settings7 click Administration 7 nd then click Announements.

%. On the #ctions tool"r7 click


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0elated Topis


#or$ ith ntegrated nstant (essengingCan 3 do this tas&?

(his tsk re2uires $ermissions tht re !ound in ll de!ult security roles. +ore in!ormtion "out s$eci!ic

$ermissions nd $er!orming this tsk while o!!line Common (sk 4ermissions

5! you hve +icroso!t O!!ice Communictor %-7 +S6 +essenger7 or 0ive +essenger instlled7 you cn

send n instnt messge to ny user7 contct7 o$$ortunity7 or led in +icroso!t ynmics CR+ with n e;mil

ddress nd using one o! the instnt messging $$lictions listed.


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(o dd n e;mil column to sved view

i. 5n the list view you wnt to dd online $resence7 click Ad)aned :ind.

D. 5n the Ad)aned :ind!orm7 click ,dit Columns.

k. 5n Common Tas&s7 click Add Columns

l. Select one o! the e;mil relted check "o:es. For e:m$le7 select ,-mail.

m. Click OBtwice.

n. 5n the Ad)aned :ind!orm7 click :ind.

(o sve the view7 click 8a& to Euery7 nd then7 on the #ctions tool"r7 click Sa)e As.

(o en"le the online $resence on column in sved view

. 5n the #ccounts or Contcts re7 click Ad)aned :ind.

". 5n the Ad)aned :ind!orm7 click ,dit Columns.

c. o one o! the !ollowing

g. Select one o! the columns tht cn dis$ly online $resence7 such s :ull


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Select severl records "y $ressing the C(R0 key while you click ech record.

Select se2uence o! records "y clicking the !irst record tht you wnt7 nd then $ress the S


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1. 5n ny vil"le7 sved view7 do one o! the !ollowing

Send shortcut in n e;mil

. On the #ctions tool"r7 click ,-mail a ;in&7 nd then click Of Seleted 3tem.

". Com$lete the e;mil !orm nd send.

Tip

5! you re working in +icroso!t ynmics CR+ !or Outlook nd you wnt to trck this e;mil7 you cn use

Tra& in C0.

Co$y shortcut

. On the #ctions tool"r7 click Copy a ;in&7 nd then click Of Current 2ie!.

". 4ste the shortcut into ny $$liction tht su$$orts co$y nd $ste. For e:m$le7 in +icroso!t O!!ice

Word7 $ress C(R0.

3mportant

(he shortcut is not sn$shot o! the dt7 "ut link to the live dt.

nsta"" (icrosoft &!namics C*( '-mai" *outer

Can 3 do this tas&?



$er!orming this tsk while o!!line *+mail ,ermissions>on $ge%)@

(he +icroso!t ynmics CR+ &;mil Router cn "e downloded !rom the +icroso!t ownlod Center nd

then instlled.

1. Go to the Download Microsoft Dnamics CRM *+mail Router>see ownlod +icroso!t ynmics CR+ &;

mil Router ; htt$AAgo.microso!t.comA!wlinkA=0ink5d19/1-@ $ge7 in the +icroso!t ownlod Center7

nd run the setu$ $rogrm.

%. On the +icroso!t ynmics CR+ Setu$ screen7 click ,-mail 0outer7 nd !ollow the instructions in the

setu$ wi3rd.

'. For in!ormtion "out how to use the connector !ter you hve the &;mil Router instlled7 see &;mil

Router


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#or$ ith '-mai" .emp"ates

&;mil tem$ltes $rovide "oiler$lte te:t nd +icroso!t ynmics CR+ dt !or e;mil messges. (hese

tem$ltes cnnot "e used with +icroso!t O!!ice Word mil merges.

Conce$ts

+nging &;mil #ctivities

Work with +il +erge (em$ltes

'-mai" /ermissions

/ermissions reuired for e-mai"-re"ated tas$s

(he !ollowing t"le shows the de!ult security roles re2uired to $er!orm ech tsk7 nd whether the tsk cn

"e $er!ormed while using the +icroso!t ynmics CR+ !or Outlook o!!line. Becuse some tsks re2uire

s$ecil $rivileges7 the t"le my lso show these $rivileges.

,-mail Tas&s +efault Seurity 0olesand Speial 5ri)ileges

Can Tas& 8e+one Offline?

Crete messges Security roles #ny ,es

Send invittion to new

user

Security roles System

#dministrtor

4rivileges Send 5nvittion

6o

Crete $ersonl e;mil

tem$ltes

Security roles #ny

4rivileges 4u"lish &;mil

(em$ltes

,es

Crete nd edit

orgni3tionl e;mil

tem$ltes

Security roles e!ult

mngement security roles

,es

irosoft Offie %ordail erge Tas&s

+efault Seurity 0olesand 0e6uired 5ri)ileges

Can Tas& 8e+one Offline?

Crete mil mergedocument Security roles #ny4rivileges We" +il

+erge or +il +erge

,es. #ctivitieswill not "e

creted7 nd you

cnnot crete

2uick cm$ign.

4rint 2uote with mil

merge document

Security roles #ny

4rivileges We" +il

+erge or +il +erge

,es. #ctivities

will not "e

creted.

%)


33/140


+il +erge

(em$lteCrete7Write

Crete nd edit

orgni3tionl tem$ltes !or

+icroso!t O!!ice Word +il

+erge

Security roles e!ult

mngement security roles

4rivileges 4u"lish +il

+erge (em$ltes (oOrgni3tion

,es

0elated Topis

&;mil 4ermissions................................................................................................................... .%)

Work with &;mil (em$ltes...................................................................................................... %)


1. 5n the list o! records7 o$en the record tht you wnt.

%. Click the :ilet".

'. Click 5roperties.

Tip

5! you do not hve $ermissions tht you need to do your Do"7 contct your mnger. +ore in!ormtion

Re2uesting User 5nter!ce Chnges

0elated Topis


,ie Your User /rofi"e

Cn 5 do this tsk=



,our user $ro!ile dis$lys in!ormtion "out you7 including generl in!ormtion such s your contct

in!ormtion nd ddresses7 wht tems nd resource grou$s you "elong to7 which services you cn $er!orm7

nd your work hours nd security roles. (his in!ormtion is visi"le to the entire orgni3tion. e$ending on

your security role7 you my "e "le to mke chnges to your user $ro!ile.

5! you re working in +icroso!t ynmics CR+ !or Outlook7 you cn view this in!ormtion !rom the User !orm.

+ore in!ormtion %or& wit' -our User Record and %or& Hours>on $ge1-@

1. Click the :ilet"7 nd then click Options.

%. 5n the Set 5ersonal Optionsdilog "o:7 click the Generalt".

'. #t the "ottom o! the $ge7 click the 2ie! your user informationlink.

(he User !orm with your in!ormtion o$ens.

%*


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). (o view detils or mke chnges7 under Commonor Ser)ieclick ny o! the !ollowing

(ems

Roles

Huots

Work


35/140




eleting connection is $ermnent nd cnnot "e undone. Consider dectivting connection i! you wnt to

kee$ record o! the connection "ut do not wnt it to "e n ctive record.

1. O$en the record !rom which you wnt to delete the connection.

%. Under Common7 click Connetions.

'. Select the connection you wnt to delete nd7 in the 0eordsgrou$7 click +elete Connetion.

0elated Topis

Cn 5 do this tsk=



1. O$en the record !or which you wnt to view the connections.

%. Under Common7 click Connetions.

see ?Using Connect to Define How Records Relate? on

$ge %/@

Using Connect to &efine +o *ecords *e"ate

5n +icroso!t ynmics CR+7 crete nd view the reltionshi$ "etween two records "y using Connet. When

you o$en record7 view ll o! the connections "etween it nd other records "y clicking Connetions.

+icroso!t ynmics CR+ o!!ers severl di!!erent roles you cn use to identi!y your connection ty$es. (he

o$tions re not limited. ,our system dministrtor cn dd new role ty$es.

%-


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(anaging *e"ationship *o"es

0elationship 0oles

6ot to "e con!used with entity reltionshi$s7 reltionshi$ roles re de!initions o! how s$eci!ic ccount7

o$$ortunity7 nd contct records cn "e relted to one nother in +icroso!t ynmics CR+.

Using Reltionshi$ Roles

(y$es o! Reltionshi$s

+nging Reltionshi$ Roles

Using 0elationship 0oles

Reltionshi$ roles re more !le:i"le thn those de!ined in n entity reltionshi$7 "ut they re limited to

ccount7 contct7 nd o$$ortunity records.

Reltionshi$s de!ined using reltionshi$ roles cn "e esily viewed within records7 "ut they cn lso "e usedwith #dvnced Find to identi!y grou$s o! records tht shre common reltionshi$ role. Reltionshi$

in!ormtion cn lso "e $resented in re$orts7 such s the Aount O)er)ie!re$ort.

(here cn "e ny num"er o! reltionshi$s tht my not "e $$ro$rite !or your orgni3tion to trck using n

entity reltionshi$. (hese my include

Fmily reltionshi$s >!ther7 sister7 "rother7 s$ouseA$rtner7 cousin@

Socil reltionshi$s>tennis $rtner7 gol! $rtner7 clu" mem"er7 !riend@

Sles reltionshi$s >chm$ion7 in!luencer7 stkeholder7 re!errer7 gtekee$er@

Business reltionshi$s >su$$lier7 $rtner7 consultnt7 contrctor7 com$etitor7 !ormer em$loyer@

Types of 0elationships

Users cn crete two ty$es o! reltionshi$s

Customer Reltionshi$s

Customer records cn "e relted to other customer records.

Customer reltionshi$s llow !or l"el !or ech o! the two $rties in the reltionshi$.

Customer reltionshi$s re reci$rocl. (he reltionshi$ de!ined !or one record is lso vil"le in the

other customer record.

O$$ortunity reltionshi$s cnnot "e creted !rom customer records.

O$$ortunity Reltionshi$s

O$$ortunities cn "e relted to customer records.

O$$ortunities cnnot "e relted to other o$$ortunities.

%8


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anaging 0elationship 0oles

#!ter users choose the records tht will $rtici$te in the reltionshi$7 they cn select !rom vil"le l"els in

the res$ective reltionshi$ !orm. Only vlid l"els "sed on the de!inition o! the entity ty$es in the reltionshi$

role re dis$lyed.

+nging Reltionshi$ roles is the tsk o! choosing the l"els tht will re$resent vlid o$tions when users

de!ine these ty$es o! reltionshi$s. When you de!ine the l"els7 you lso de!ine which com"intion o!ccount7 contct7 or o$$ortunity records will "e vlid !or the l"el. Setting consistent reltionshi$ roles llows

users to select mening!ul l"els !or the reltionshi$ roles they set tht cn "e used in re$ort or n

#dvnced Find 2uery.

Users re not re2uired to choose l"els when they set reltionshi$s. (hey cn Dust enter descri$tion in the

reltionshi$.

#or$ ith *e"ationship *o"es

*e"ationship *o"es &ia"og o

Use this dilog "o: to view7 crete7 nd edit reltionshi$ roles.

Cn 5 do this tsk=


Customi3tion tsks cn "e $er!ormed only while you re online. +ore in!ormtion Customi3tion

4ermissions

Reltionshi$ roles re$resent stndrd l"els tht cn "e used to identi!y reltionshi$s tht e:ist "etween

ccounts7 contcts7 nd o$$ortunities.1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click 0elationship

0oles.

%. On the #ctions tool"r7 click


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Tip

(o crete stndrd l"el clled ?Business ecision +ker? tht cn "e used to dd reltionshi$

!or contct to either n ccount or n o$$ortunity7 select the #ccount nd O$$ortunity check "o:es

in the Contat 0ole foro$tion.

0elated Topis

Work with Reltionshi$ Roles.................................................................................................... %9

+nging Reltionshi$ Roles.................................................................................................... %8

Cn 5 do this tsk=



4ermissions

When you crete reltionshi$ role7 it is utomticlly ctivted nd redy to use to de!ine reltionshi$s

"etween ccount7 o$$ortunity7 nd contct records. ,ou cnnot delete reltionshi$ role7 "ut you cn

dectivte it nd mke it unvil"le !or de!ining reltionshi$s. 5! you dectivte reltionshi$ role7 the

records linked with reltionshi$ "sed on tht reltionshi$ role remin linked.

1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click 0elationship

0oles.

%. 5n the list o! records7 select the reltionshi$ role or roles you wnt to ctivte or dectivte.

'. (o ctivte or dectivte reltionshi$ role7 do the !ollowing

On the Ationsmenu7 click Ati)ateto ctivte dectivted reltionshi$ role.

On the Ationsmenu7 click +eati)ateto dectivte n ctive reltionshi$ role.


Tips

5n the 2ie!list7 you cn select s$eci!ic !iltered lists o! reltionshi$ roles tht you cn ctivteor dectivte. All Ati)e 0elationship 0oleslists only ctive reltionshi$ roles7 nd All 3nati)e0elationship 0oleslists only dectivted reltionshi$ roles. Other views cn list "oth ctive nddectivted reltionshi$ roles.

,ou cn lso ctivte or dectivte reltionshi$ role !rom the Ations menu on theReltionshi$ Role !orm.

0elated Topis

+nging Reltionshi$ Roles.................................................................................................... %8

Reltionshi$ Roles ilog Bo:.................................................&rror Re!erence source not !ound

Work with Reltionshi$ Roles.................................................................................................... %9

'


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Customer *e"ationship 3orm

Use the Customer 0elationship!orm to s$eci!y the ty$e o! reltionshi$ "etween ccounts nd contcts

nd the reltionshi$ role tht they hve reltive to ech otherE tht is7 how they !!ect7 in!luence7 or contri"ute

to ech other.

Cn 5 do this tsk=(his tsk re2uires $ermissions tht re !ound in ll de!ult security roles. +ore in!ormtion "out s$eci!ic

$ermissions nd $er!orming this tsk while o!!line Sles 4ermissions

5n +icroso!t ynmics CR+7 you cn crete reltionshi$s "etween one customer record nd one or more

other records. (hese reltionshi$s re de!ined "y their reltionshi$ role. (he reltionshi$ tht you set u$ is

"sed on your selection on the Customer 0elationship!orm.

1. 5n the 6vigtion 4ne7 click Sales7 nd then click either Aountsor Contats.

%. 5n the list o! ccounts or contcts7 o$en the record tht you wnt.

'. 5n the record7 click the Add t".

). 5n the Create 0elationshipgrou$7 click 0elationship7 nd then select7 Customer 0elationship.

*. On the Customer 0elationship!orm7 enter in!ormtion in the !ollowing "o:es

5arty 1

(his !ield utomticlly dis$lys the nme o! the customer whose record you o$ened.


40/140


For e:m$le7 i! you selected Supplier !rom 0ole 17 you might select 0etailer !rom 0ole ".

+esription "

Use this !ield to $rovide dditionl in!ormtion "out the reltionshi$.

/. Click Sa)eor Sa)e and Close.

-. Close the ccount or contct record.

3mportant

,ou cnnot crete du$licte reltionshi$s "etween records. For e:m$le7 i! there is lredy

reltionshi$ "etween the ccount F"rikm7 5nc7 with the role o! distri"utor7 nd the ccount7 0itwre7

5nc7 with the role o! seller7 you cnnot crete the sme reltionshi$ "etween the records.


41/140


(his is re2uired !ield. 5! you o$ened the !orm !rom n o$$ortunity record7 the o$$ortunity is

utomticlly listed on the !orm. Click the ;oo&up"utton to select di!!erent o$$ortunity.

Customer

(his is re2uired !ield. 5! you o$ened the !orm !rom n ccount or contct record7 the ccount or

contct is utomticlly listed on the !orm. Click the ;oo&up"utton to serch !or nd select n

ccount or contct.

Customer 0ole

Select n o$tion !rom the list. (his !ield cn "e customi3ed7 so the vlues will vry.

,our orgni3tion might set u$ reltionshi$ roles7 to indicte the role o! your customers s they relte

to your "usiness. (his !ield is not re2uired.

5! there re no reltionshi$ roles in the list or the reltionshi$ role you wnt is not listed7 contct your

system dministrtor nd sk them to dd the reltionshi$ role to the 0elationship 0olesre7

which is locted in the Settingsre.

+esription

Use this !ield to $rovide dditionl in!ormtion "out the reltionshi$.

*. Click Sa)eor Sa)e and Close.

Re$et this ste$ to sve the ccount or contct.


42/140


3mportant

5! you re running +icroso!t ynmics CR+ !or +icroso!t O!!ice Outlook7 "e!ore you cn en"le

dditionl lnguges7 you must downlod one or more .anguage ,ac&s

htt$AAgo.microso!t.comA!wlinkA=0ink5d%)-8on the sme com$uter.

Adding and 0emo)ing Currenies

Similr to setting the "se lnguge7 you select your orgni3tions "se currency during the $urchsing

$rocess !or su"scri$tion to +icroso!t ynmics CR+. #!ter the "se currency is set7 it cnnot "e chnged.

on $ge ')@

Acti%ate or deacti%ate a currenc!

Can 3 do this tas&?

(his tsk re2uires the System #dministrtor or System Customi3er security role or e2uivlent $ermissions.+ore in!ormtion "out s$eci!ic $ermissions nd $er!orming this tsk while o!!line Con!igurtion 4ermissions

1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click Currenies.

%. On the #ctions tool"r7 click Ations7 nd then click one o! the !ollowing

+eati)ate

; OR ;

Ati)ate

'. 5n the con!irmtion dilog "o:7 click OB.


43/140





1. 5n the 6vigtion 4ne7 click Settings7 click Administration 7 nd then click ;anguages.

%. Select the check "o:es !or ech lnguge you wnt to en"le7 nd cler ny check "o:es tht you wnt

to dis"le.

'. Click Apply.

+icroso!t ynmics CR+ en"les the lnguges you selected nd dis"les the lnguges you clered.

). When you hve !inished en"ling nd dis"ling lnguges7 click Close.

3mportant

(he "se lnguge cnnot "e dis"led.

5! you re running +icroso!t ynmics CR+ !or +icroso!t O!!ice Outlook7 "e!ore you cn en"le

dditionl lnguges7 you must downlod one or more .anguage ,ac&s

htt$AAgo.microso!t.comA!wlinkA=0ink5d%)-8on the sme com$uter.

0elated Topis

Chnging Regionl nd 0nguge O$tions !or ,our Orgni3tion............................................''

.rans"ating Customized 'ntit! and 3ie"d .et

5! you hve customi3ed entity or !ield te:t7 such s !ield l"els or dro$;down list vlues7 you might wnt to

$rovide the users in your orgni3tion who re not working with the "se lnguge version o! your +icroso!t

ynmics CR+ im$lementtion with this customi3ed te:t in their own lnguges. ,ou cn e:$ort the te:t

strings !or ll o! your customi3tions so tht they cn "e trnslted into the lnguges you use in your

orgni3tion.

3mportant

,ou cn only $er!orm customi3tions in the "se lnguge.

#!ter you hve e:$orted customi3ed entity or !ield te:t nd hd it trnslted7 you cn im$ort the

trnslted te:t strings.

'port Customized 'ntit! and 3ie"d .et for .rans"ation

Can 3 do this tas&?



4ermissions

Conce$ts (ranslating Customied *ntit and 3ield (et>on $ge '*@

1. 5n the 6vigtion 4ne7 click Settings.

'*
http://go.microsoft.com/fwlink/?LinkId=200478http://go.microsoft.com/fwlink/?LinkId=200478


44/140


%. Under Customization7 click Customizations.

'. 5n the Customizationre7 click Customize the System.

). 5n the solution e:$lorer7 on the #ctions tool"r7 click the ,9port Translations"utton.

*. Click OB.

&:$orting l"el te:t might tke severl minutes. When +icroso!t ynmics CR+ !inishes e:$orting the

customi3ed te:t7 +icroso!t 5nternet &:$lorer $rom$ts you to o$en or sve the e:$orted l"els.

/. Click Sa)e7 s$eci!y !ile nme7 nd s$eci!y loction on your locl com$uter or network where you wnt

to sve the com$ressed >.3i$@ !ile.

,ou cn e:trct the com$ressed !ile nd then o$en the I+0 !ile tht contins the customi3ed te:t nd

trnslte it7 or you cn send the com$ressed !ile to trnsltor.

%arning

+icroso!t ynmics CR+ cnnot im$ort trnslted te:t tht is over * chrcters long. 5! ny o! the

items in your trnsltion !ile re longer thn * chrcters7 the im$ort $rocess will !il. 5! the im$ort

$rocess !ils7 review the line in the !ile tht cused the !ilure7 reduce the num"er o! chrcters7 nd

try to im$ort gin.

3mportant

#!ter the l"el te:t hs "een trnslted7 you must im$ort it "e!ore it "ecomes vil"le in +icroso!t

ynmics CR+.

0elated Topis

(rnslting Customi3ed &ntity nd Field (e:t............................................................................'*

#or$ ith .erritories,ou cn ssign one sles territory $er user.

(anaging Users

Use this re$ort to identi!y contct in!ormtion nd +icroso!t ynmics CR+ security roles !or ll +icroso!t

ynmics CR+ users.

5s dt missing !rom the re$ort=

(here re severl $ossi"le resons why dt tht you e:$ect to "e in re$ort does not $$er

Seurity.5! you dont hve $ermission in +icroso!t ynmics CR+ to view record7 it will not $$er in

the re$ort.

+ata is not entered in irosoft +ynamis C0. (he $erson entering dt might hve le!t !ields

em$ty.

+ata does not math the riteria for the report.5! dt does not mtch the criteri !or the re$ort7 it wont

"e dis$lyed.

'/


45/140


Where the dt in this re$ort comes !rom in +icroso!t ynmics CR+

Users!orm


46/140



47/140


Select the ""revition you wnt to dis$ly to re$resent the !iscl $eriod.

+isplay As

Select whether you wnt s$ce7 no s$ce7 hy$en7 or dsh "etween the !iscl yer ""revition

nd the yer.

'. (o sve your settings7 click OB.

0elated Topis



#or$ ith sa"espeop"e

Use this list to mnge users in your orgni3tion who hve the Sles$erson security role.

6ote tht this list does not "ecome ctive until you set the !iscl yer settings !or your orgni3tion. +ore

in!ormtion %or& wit' 3iscal -ear Settings>on $ge'8@

Cn 5 do this tsk=


+ore in!ormtion "out s$eci!ic $ermissions nd $er!orming this tsk while o!!line Sles 4ermissions

1. 5n the 6vigtion 4ne7 click Settings7 click Administration 7 nd then click Users.

%. O$en the user record !or the sles$erson to whom you wnt to ssign sles 2uot.

'. On the Ations menu7 click anage Euotas.

). From the :isal yearlist7 select the nme o! the !iscl yer !or which you wnt to dd sles 2uot.

*. 5n the Euotacolumn7 ty$e the mount o! the sles$ersons 2uot !or the yer you selected.

/. Click Apply7 nd then click OB.

-. Re$et ste$s ) through / !or ech !iscl yer to which you wnt to ssign 2uot !or this sles$erson.

8. When you hve !inished ssigning sles 2uots to this sles$erson7 click OB.

9. Click Sa)eor Sa)e and Close.

3mportant

Huots cnnot "e set !or sles$eo$le until the !iscl yer hs "een set !or your orgni3tion. +ore

in!ormtion %or& wit' 3iscal -ear Settings>on $ge'8@

Tips

(o view e:isting sles 2uots7 o$en the sles$ersons user record7 nd under Common7click Euotas. etils "out the sles 2uot !or the current !iscl yer $$er on the Current:isal Yeart". (o view ll o! the sles 2uots tht hve "een ssigned to this sles$erson7 clickAll :isal Years.

'9


48/140


,ou cn lso view list o! ll the users in your orgni3tion to whom sles 2uot hs "eenssigned. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then clickSalespeople !ith Euotas.

,ou cn lso set sles 2uots !or multi$le sles$eo$le in your orgni3tion. 5nsted o!o$ening ech user record7 select the sles$eo$le !rom either the Userslist or the Salespeople!ith Euotaslist7 nd then7 on the Ationsmenu7 click anage Euotas. Follow theinstructions descri"ed in this $rocedure !or ssigning 2uots to single sles$erson.

0elated Topis

+nge Users Record.................................................................................................... ....... 1/

Work with sles$eo$le...............................................................................................................'9

Work with Fiscl ,er Settings.................................................................................................. '8

Cn 5 do this tsk=

(his tsk re2uires the System #dministrtor security role or e2uivlent $ermissions. +ore in!ormtion "outs$eci!ic $ermissions nd $er!orming this tsk while o!!line Con!igurtion 4ermissions

#!ter you crete user in +icroso!t ynmics CR+ Online7 you send n invittion to tht $erson. 4eo$le who

cce$t the invittion cn sign in to +icroso!t ynmics CR+ Online nd "egin using the $$liction

immeditely. +ore in!ormtion 5nvite Someone to Use +icroso!t ynmics CR+ Online

Users cnnot "e deleted7 "ut cn "e dectivted. ectivted users do not use license.

1. 5n the 6vigtion 4ne7 click Settings7 click Administration7 nd then click Users.

%. On the Userst"7 in the 0eordsgrou$7 click


49/140


#!ter you sve this user record7 you cn edit users tems7 security roles7 2uots >!or sles $eo$le with

2uots@7 work hours7 nd services.

+ore in!ormtion %or& wit' (eams>on $ge 1)@

+ore in!ormtion %or& wit' Securit Roles>on $ge 9@

+ore in!ormtion %or& wit' Sales$eo$le wit' 4uotas>see ?%or& wit' sales$eo$le? on $ge '9@

+ore in!ormtion Work with Resources Work


50/140


/. 5!7 on the Selet Seurity 0oles$ge7 you selected security roles !or the new users7 you cn send n

invittion to use the $$liction now or send invittions lter. +ore in!ormtion 5nvite Someone to Use

+icroso!t ynmics CR+ Online

-. 5! you need to dd more users7 !or e:m$le with di!!erent set o! security roles7 click Add ore Users.

(he wi3rd will strt over.

8. #!ter dding ll your users7 click Close.


51/140




52/140


Create or edit a territor!

Cn 5 do this tsk=



1. 5n the 6vigtion 4ne7 click Settings7 click 8usiness anagement7 nd then click Sales

Territories.

%. On the Territoriest"7 in the 0eordsgrou$7 click


53/140


54/140


Conce$ts

Creating t'e ,roduct Catalog>on $ge)*@

Using iscount 0ists s 5ncentives

Creating the /roduct Cata"og

(he $roduct ctlog in +icroso!t ynmics CR+ is the centrl loction !or storing $roduct in!ormtion. (he

$roduct ctlog is collection o! in!ormtion "out your orgni3tions $roducts nd services. (he items in

the $roduct ctlog re creted or mnged through the Settings re o! +icroso!t ynmics CR+.

Using &iscount 4ists as ncenti%es

# discount list lets you o!!er your $roducts or services t di!!erent $rices7 de$ending on the 2untity

$urchsed.

5t is "est to think o! discount list s discount schedule. With this method7 you cn set severl rnges o!

discounts tht re "sed on the 2untity tht must "e $urchsed.

Create or edit a discount "ist

Cn 5 do this tsk=


Customi3er security role or e2uivlent $ermissions. +ore in!ormtion "out s$eci!ic $ermissions nd$er!orming this tsk while o!!line Sles 4ermissions

1. 5n the 6vigtion 4ne7 click Settings. (hen7 under 8usiness7 click 5rodut Catalog.

%. 5n the 4roduct Ctlog re7 click +isount ;ists.

'. (o crete new discount list7 in the 0eordsgrou$7 click


55/140


Click the ;oo&up"utton nd select the currency !or this discount list. (his o$tion is vil"le only i!

you chose to clculte the discount s !i:ed mount.

*. Click OB.

(he +isount ;ist!orm o$ens.

/. (o crete discount !or this discount list7 in the le!t $ne7 under Common7 click +isounts7 nd then

under ;ist Tools7 on the +isountst"7 in the 0eordsgrou$7 click Add


56/140


'. O$en the discount list tht you wnt.

). Under Common7 click +isounts.

*. Under ;ist Tools7 on the +isountst"7 in the 0eordsgrou$7 click Add


57/140


3mportant

ectivting discount list or $rice list cn cuse incorrect clcultions to occur in 2uotes7 orders7 or

invoices tht use the discount or $rice list. Be!ore you dectivte discount or $rice list7 mke sure

tht it is not included in ny ctive 2uotes7 orders7 or invoices.


%. 5n the 4roduct Ctlog re7 click +isount ;ists.'. 5n the list7 select the discount list tht you wnt.

). 5n the 0eordsgrou$7 click +eati)ate.

; OR ;

5n the 0eordsgrou$7 click Ati)ate.

*. 5n the con!irmtion messge7 click OB.


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Selling ,roducts #ndi6iduall and in Grou$s>on $ge)9@

Create a unit group

Cn 5 do this tsk=



$er!orming this tsk while o!!line Sles 4ermissions


%. 5n the 4roduct Ctlog re7 click Unit Groups.

'. 5n the 0eordsgrou$7 click


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0elated Topis

Work with Unit Grou$s............................................................................................................... )9

Using /rice 4ists4rice lists re com$onent o! the $roduct ctlog. 4rice lists contin one or more individul $roduct $rices

tht hve "een ctegori3ed into list to llow !or mintennce nd ccessi"ility. (he $rice list includes the

$rices tht re chrged !or ech unit grou$ o! $roduct.

,ou cn crete multi$le $rice lists in +icroso!t ynmics CR+.

5n +icroso!t ynmics CR+7 $rice list items re com"intion o! $rice list7 $roduct7 nd unit grou$. (he

$rice list nd discount list com"ined determine the !inl $ricing !or $roducts on 2uotes7 orders7 nd invoices.

,ou cn con!igure $ricing o$tions within +icroso!t ynmics CR+ to control how $rices re clculted. ,ou

cn con!igure the $ricing method nd the rounding $olicy.

#or$ ith /rice 4ists

4rice lists re grou$ o! the s$eci!ic $rices tht cn "e chrged !or ech unit in the unit grou$ o! $roduct.

4rice lists re used to determine the $ricing in 2uote !or customer. # de!ult $rice list cn "e dded to

$roduct.

Conce$ts

Creating t'e ,roduct Catalog>on $ge )*@

Using ,rice .ists>on $ge*1@

Create or edit a price "ist

Cn 5 do this tsk=





%. 5n the 4roduct Ctlog re7 click 5rie ;ists.

'. (o crete $rice list7 in the 0eordsgrou$7 click


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(y$e nme tht is "etween 1 nd 1 chrcters. (he nme should "e mening!ul nd uni2ue.

Start +ate

&nter the erliest dte tht this $rice list is vlid.

,ou must enter the dte in the !ormt your orgni3tion hs set !or dtes. For e:m$le7 1A1A%/

or '1.1%.%*.

5! you omit leding 3eros in dte7 +icroso!t ynmics CR+ will dd them utomticlly. For

e:m$le7 when you ty$e 1A1A/7 +icroso!t ynmics CR+ will dis$ly it s 1A1A%/7 i! tht is the

dte !ormt o! your orgni3tion.

,nd +ate

&nter the dte !ter which this $rice list will no longer "e vlid.

Curreny

Click the ;oo&up"utton7 nd then select the currency !or this $rice list.


TipWhen you dd $rice list items7 crete $rice list item !or ech unit in which the $roduct is vil"le.

For e:m$le7 i! the $roduct is vil"le s single item >ech@7 in do3en7 nd in gross7 crete

three list items. (his lets you order the $roduct in ny 2untity you wnt using the sme $rice list.

3mportant

,ou must crete t lest one $rice list !or ech o! the currencies in which your orgni3tion does

"usiness.


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O$en the $rice list record you wnt to dd $roduct to

c. 5n the 6vigtion 4ne7 click Settings7 click 5rodut Catalog7 nd then click 5rie ;ists.

d. 5n the list7 o$en the $rice list tht you wnt.

%. Under 0elated7 click 5rie ;ist 3tems.

'. Under ;ist Tools7 on the 5rie ;ist 3temst"7 in the 0eordsgrou$7 click Add


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5erent of ;ist

(his o$tion uses $ercent o! the list $rice.

5erent ar&up - Current Cost

(his o$tion uses $ercent o! the mrku$ on the $roducts current cost. (he $ercent mrku$ cn

rnge !rom to 997999.99 $ercent.

5erent argin - Current Cost

(his o$tion uses $ercent o! the mrgin on the $roducts current cost. (he $ercent mrgin cn


5erent ar&up - Standard Cost

(his o$tion uses $ercent o! the mrku$ on the $roducts stndrd cost. (he $ercent mrku$

cn rnge !rom to 997999.99 $ercent.

5erent argin - Standard Cost

(his o$tion uses $ercent o! the mrgin on the $roducts stndrd cost. (he $ercent mrgin cn


Amount

5! you selected Curreny Amount!rom the 5riing ethodlist7 ty$e the mount. (his is monetry

mount nd must "e num"er "etween . nd 1777.

5erentage

-. 5! you selected ny vlue !rom the 5riing ethodlist other thn Curreny Amount7 ty$e the

$ercentge !or the $ricing method tht you wnt.

8. 5n the 0oundingre7 you cn set rounding $olicy

0ounding 5oliy

5! you selected $ricing method other thn Curreny Amountin the 5riing ethodlist7 you cn setu$ rounding $olicy. For e:m$le7 i! you wnt $er unit $rices to "e in the !orm o! J.997 you cn

select rounding $olicy where ll $rices $er unit utomticlly hve $rice tht ends in 99 cents. (o

do this7 you select the rounding $olicy to round the $rice u$7 nd then set the $rice to end in certin

mount7 such s 99 cents.

Select one o! the !ollowing o$tions to determine how your $rice;rounding $olicy is controlled


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Select one o! the !ollowing

,nds in

Select this o$tion to hve the $rice end in the mount set in the 0ounding Amount!ield.

ultiple of

Select this o$tion to hve the $rice determined s multi$le o! the mount set in the 0oundingAmount!ield.

0ounding Amount

9. &nter the rounding mount. (his must "e whole num"er "etween ;1777 nd 1777.



64/140


%. 5n the 4roduct Ctlog re7 click 5rie ;ists.

'. 5n the list7 select the $rice list tht you wnt.

). 5n the 0eordsgrou$7 click +eati)ate.

; OR ;

5n the 0eordsgrou$7 click Ati)ate.

*. 5n the con!irmtion messge7 click OB.


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cm$igns7 nd cses.

Conce$ts

Creating t'e ,roduct Catalog>on $ge )*@

Creating a ,roduct in t'e ,roduct Catalog>on $ge */@

Create or edit a product

Cn 5 do this tsk=





%. 5n the 4roduct Ctlog re7 click 5roduts.

'. (o dd new $roduct7 in the 0eordsgrou$7 click


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Sales 3n)entory

Sles inventory is the de!ult $roduct ty$e. Use it to ctegori3e goods tht you sell7 such s

$hysicl $roducts tht re vil"le in !inite 2untities.

isellaneous Charges

Use miscellneous chrge !or items such s restocking tht you wnt to dd to 2uotes7 orders7

nd invoices.

Ser)ies

Use services !or n item tht is service.

:lat :ees

Use !lt !ees !or items such s hndling or shi$$ing tht you wnt to dd to 2uotes7 orders7 nd

invoices.

Euantity On and

&nter num"er "etween nd 1777 to re$resent the 2untity o! items vil"le.

U0;

(o $rovide in!ormtion "out the $roduct or service7 ty$e We" ddress. +icroso!t ynmics CR+

users cn click the UR0 link to o$en the We" $ge !or dditionl in!ormtion "out the $roduct or

service.

+efault 5rie ;ist

5! this is new $roduct7 this !ield is red;only. Be!ore you cn select de!ult $rice list7 you must

com$lete ll the re2uired !ields7 nd then sve the record. #lthough the de!ult $rice list is not

re2uired7 !ter you sve the $roduct record7 it is good ide to set de!ult $rice list !or ech

$roduct. (hen7 i! customer record does not contin $rice list7 +icroso!t ynmics CR+ cn use

the de!ult $rice list !or generting 2uotes7 orders7 nd invoices.

+eimals Supported

(y$e whole num"er "etween nd *. 5! the $roduct cnnot "e divided into !rctionl 2untities7 ty$e

. (he $recision o! the Euantity!ield in the 2uote7 order7 or invoice $roduct record is vlidted

ginst the vlue in this !ield i! the $roduct does not hve n ssocited $rice list.

;ist 5rie

(his is monetry mount tht is "sed on the list or sles $rice. Huote7 order7 nd invoice $rices

re generted !rom this in!ormtion.

Standard Cost

(his is monetry mount tht is "sed on the ty$icl cost o! the item. Huote7 order7 nd invoice

$rices re generted !rom this in!ormtion.

Current Cost

(his is monetry mount tht is "sed on the current or tem$orry cost o! the item. Huote7 order7

nd invoice $rices re generted !rom this in!ormtion.

*. Under 3nformation7 click +esription7 nd then enter $roduct;s$eci!ic in!ormtion in the !ollowing !ields

2endor

*8


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2endor 5art


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'. 5n the list o! $roducts7 select the $roduct tht you wnt to reclssi!y.

). 5n the Ationsgrou$7 click 0elassify.

*. Click the ;oo&up"utton 7 serch !or nd select the su"Dect tht you wnt7 nd then click OB.

/. Click OB.

0elated Topis

Work with 4roducts.................................................................................................................... */

Set the defau"t price "ist

Cn 5 do this tsk=




#!ter you crete nd sve $roduct7 you cn set the de!ult $rice list. #lthough the de!ult $rice list is not

re2uired7 !ter you sve the $roduct record7 it is good ide to set de!ult $rice list !or ech $roduct. (hen7

i! customer record does not contin $rice list7 +icroso!t ynmics CR+ cn use the de!ult $rice list !or

generting 2uotes7 orders7 nd invoices.



'. 5n the list o! $roducts7 o$en the $roduct tht you wnt.

). 5n the Generalsection7 under Costs7 in the +efault 5rie ;ist"o:7 select de!ult $rice list. ,ou cn

click the ;oo&up"utton to serch !or nd select records.



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). 5n the 6vigtion 4ne7 under Common7 click Substitutes.

*. Under ;ist Tools7 on the 5rodutst"7 in the 0eordsgrou$7 click Add ,9isting 5rodut.

/. Select the $roduct or $roducts tht you wnt to use s su"stitutes7 nd then click OB.

-. Click the 5rodutt".



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5rie ;ist

+icroso!t ynmics CR+ utomticlly selects the de!ult $rice list !or the item. Click the ;oo&up

"utton to select di!!erent $rice list.

Curreny

,ou cn s$eci!y currency.

5rodut

,ou must select $roduct to include in the $rice list.

Unit

,ou must select unit !or the $roduct.

+isount ;ist

,ou cn select discount list to $$ly to this $rice list.

Euantity Selling Option

(he 2untity selling o$tion de!ines whether whole7 $rtil7 or "oth ty$es o! 2untities cn "e s$eci!ied

in the Huntity !ield o! Euote 5rodut7 Order 5rodut7 nd 3n)oie 5rodutrecords


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(his o$tion uses $ercent o! the mrgin on the $roducts current cost. (he $ercent mrgin cn


5erent ar&up - Standard Cost

(his o$tion uses $ercent o! the mrku$ on the $roducts stndrd cost. (he $ercent mrku$

cn rnge !rom to 997999.99 $ercent.

5erent argin - Standard Cost

(his o$tion uses $ercent o! the mrgin on the $roducts stndrd cost. (he $ercent mrgin cn


Amount

5! you selected Curreny Amount!rom the 5riing ethodlist7 ty$e the mount. (his is monetry

mount nd must "e num"er "etween . nd 1777.

5erentage

-. 5! you selected ny vlue !rom the 5riing ethodlist other thn Curreny Amount7 ty$e the

$ercentge !or the $ricing method tht you wnt.

8. 5n the 0oundingre7 you cn set rounding $olicy

0ounding 5oliy

5! you selected $ricing method other thn Curreny Amountin the 5riing ethodlist7 you cn set

u$ rounding $olicy. For e:m$le7 i! you wnt $er unit $rices to "e in the !orm o! J.997 you cn

select rounding $olicy where ll $rices $er unit utomticlly hve $rice tht ends in 99 cents. (o

do this7 you select the rounding $olicy to round the $rice u$7 nd then set the $rice to end in certin

mount7 such s 99 cents.

Select one o! the !ollowing o$tions to determine how your $rice;rounding $olicy is controlled


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0ounding Amount

9. &nter the rounding mount. (his must "e whole num"er "etween ;1777 nd 1777.



73/140


0elated Topis

Work with 4roducts.................................................................................................................... */

Add products to a $it

Cn 5 do this tsk=








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$er!orming this tsk whil

Date post:	04-Jun-2018
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Microsoft Dynamics CRM 2011 Administrator's Guide

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