Microsoft Dynamics CRM System Settings

CRM System Settings

Preparing your Microsoft Dynamics CRM system settings helps to tailor your application to best suit the needs of your business. A variety of settings, ranging from:

• Languages for the interface, and the application in general
• Calendaring and time zone settings
• Currency
• Permissions and data privileges
• Email tracking settings
• Settings for activities, tasks and goals
• Establishing options for parent/child relationships between opportunities, cases and other entities
• Establishing available categories for reporting
• Auditing functions including both usage of the system, as well as the entities where the auditing takes place in the system

There are many more settings which Dynamics CRM settings configure the way CRM Online or On Premises behaves and servers up data to your Sales and Services teams. Knowing what the settings do, and how it will impact your overall CRM usability and the suitability to how you do business takes a skilled advisor.

These settings are quite simple to configure, however knowing where to locate them, what the settings mean from a “big picture”, overall system perspective takes the sort of advisory services which Surucas can provide.

In some cases, such as for e-mail templates, certain functions of the settings window can help to provide shared tools across your organization. The Settings window does benefit from context sensitive help in many cases, however experience often can put context behind settings, not to mention understanding of the repercussions of certain settings, and how the impact other functions of your system.

As Dynamics CRM evolves, checking back into your settings helps you to take advantage of new functionality. CRM settings are set on a company wide basis, however many of the functions can be personalized on an individual basis, to take advantage of the features like language and currency which might vary for regional employees or reps who are assigned to certain foreign countries and work in localized languages.

Here are some company-wide settings in Dynamics CRM which you should know about:

Service

Settings which are, not surprisingly, related to customer service. Such as displaying Service Level Agreements, or specific case related settings such as holds.

Marketing

Options to configure how e-mail newsletter subscriptions are handled, whether mail merges can be used, and whether or not to offer the option to prospects to Unsubscribe from emails. You should likely check your local Spam control laws, or talk to Surucas as to how these laws could impact your company.

Sales

The sales settings are mostly geared towards products and price lists. Opportunity and discounting settings are also available.

Reporting

Prioritizing, categorizing and nominating reporting functions for executives and privileged users. Reporting is a key function of CRM, and configuring the dashboards, preparing the data which will be made available for tracking the performance of your business.

Setting up these reports can be pivotal to the value you generate from CRM, and how you set up the reports for access is usually time well spent with an experienced Microsoft Dynamics CRM settings expert like Surucas consultants.

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