O'Reilly logo

Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

CRM 2013 Configuration

To configure Microsoft Dynamics CRM 2013, open CRM in your browser and navigate to the Settings > Document Management section, as shown previously in Figure 19.2, and then complete the following steps:

1. Open Document Management Settings. This is where you choose the entities that will have document management enabled. You can always come back to this screen and change these settings (see Figure 19.15).

Image

FIGURE 19.15 Choose which entities in CRM will have document management enabled.

2. In the URL field, type in the URL of your site collection that has the crmlistcomponent.wsp installed and activated. Click Next. CRM will ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required