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Microsoft Dynamics CRM 2011 Unleashed by Rajya Bhaiya, Marc Wolenik, Damian Sinay

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Chapter 12: Settings and Configuration

Proper setup and configuration of Microsoft Dynamics CRM is critical to a successful implementation.

As you have seen in the previous chapters, and as we make clear in this chapter, the Settings area drives most of the core functionality for Microsoft Dynamics CRM. From user setup, to template management, to language options and workflows, the Settings area quickly becomes the place to go for proper configuration and tuning of your business.

Note

The Settings area should be a carefully controlled access point. If you want to remove access (aside from role membership, as you’ll see later in this chapter), you can modify the site map so that it will not appear.

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