Below is an overview of some of the business management settings. To navigate to this area, on the Navigation Bar, select Settings, then Business Management.
Fiscal Year Settings
You can set the fiscal period used for tracking sales goals. The display format can also be set here.
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.
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 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.
On the Navigation Bar, select Settings, then Administration.
A key part of any CRM system’s success is ensuring that access to information and the power to modify it should be restricted based on the user’s position in the organization and need. Microsoft Dynamics 365 enables managing of the business by creating a security platform, regulating access and ensuring data is consumed and modified by the relevant persons. This is done through the use of business units, users and teams and specific security roles which we will learn more about in this chapter.
Use the links below to explore business administration in Dynamics 365 in more detail:
- Planning Security
- Business Units
- Security Roles
- Hierarchy Security Models
- Field Security Profiles