Settings

Business Management

Below is an overview of some of the business management settings. To navigate to this area, on the Navigation Bar, select Microsoft Dynamics CRM, then select Settings, then Business Management.

CRM 2013 Business Administration System Settings

View Business Administration in CRM 2011

Fiscal Year Settings
You can set the fiscal period used for tracking sales goals. The display format can also be set here.

Currencies
You can define multiple currencies here, and set one of the currencies as a base currency. A local currency can be chosen by navigating to the Settings gear in the right corner of the nav bar.  Select  Options > Set Personal Options > Select a Default Currency option.

Connection Roles
Your CRM system administrator can create connection roles such as Former Employee/Employer, relationships such as Spouse/Child/Parent, and so on. When records are created, they can be linked to each other using these connection roles.

Goal Metrics
Goal metrics are the base units in which goals are measured. For example, if a sales person is measured on the basis of the quantity of products sold, Number of Product Units is the Goal Metric. These metrics can be set here.

There is also a Business Management tab in the Security Roles section. Several entity privileges and miscellaneous rights such as the rights to enable/disable a user–without the need of a system administrator–can be assigned through this tab.

Administration

On the Navigation Bar, select Microsoft Dynamics CRM, then select Settings, then Administration. From here, you can view and engage with business units, users, teams and security roles.

CRM 2013 Administration Settings

View Administration in CRM 2011

We’ll talk more about these in the following sections:



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