Settings

Understanding Where to Access Dynamics 365 Administrative Settings

The Settings Module is located through the navigation bar. There are five different subsections to the Settings Module:

  1. Business
  2. Customization
  3. System
  4. Process Center
  5. Application

Let’s examine each of them more closely:

Business

Includes Business Management, Templates, Product Catalog, and Service Management sections.

Business Management

Many of the settings in this section relate to how the business functions, such as managing currencies or fiscal years.

Business Management

Templates

Any template existing in Dynamics 365, such as Email or Document templates, exists in this section.

Templates

Product Catalog

This section is used to manage the Products within the system.

Product Catalog

Service Management

This section features more specific settings applicable to the customer service areas of an organization:

  • Case Settings with Record Creation and Update Rules

Case Settings with Record Creation and Update Rules

  • Service Terms

Service Terms

  • Knowledge Base Management

Knowledge Base Management

  • Templates

Templates

  • Service Scheduling

Service Scheduling

Customization

Includes the Customization, Solutions, Dynamic Marketplace, and Plug-In Trace Log sections.

Customization

Customization

All Solutions

All Solutions

Dynamics Marketplace

The Dynamics Marketplace has been replaced with AppSource, which allows you to find the right apps for your business needs and extend the functionality of Dynamics 365.

Plug-In Trace Log

This feature allows you to debug plug-ins for Dynamics 365 Online since they cannot be debugged the same way you would debug an On-Premise plug-in.

System

Includes the Administration, Security, Data Management, System Jobs, Document Management, Auditing, Email Configuration, Activity Feeds Configurations, Activity Feeds Rules, and Dynamics 365 App for Outlook sections.

Administration

Administration

Security

Security

Data Management

Data Management

System Jobs

System Jobs

Document Management

Document Management

Auditing

Auditing

Email Configuration

Email Configuration

Activity Feeds Configuration

Activity Feeds Configuration

Activity Feeds Rules

Activity Feeds Rules

Dynamics 365 App for Outlook

This section sets up the Dynamics 365 App for Outlook and configures its settings.

Process Center

Includes the Processes section.

Application

Includes the Interactive Service Hub and My Apps section.


Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.