Special Edition Using® Microsoft® CRM

Global Settings

Let's start by making some high-level decisions that will affect the system as a whole. Navigate to the System Customization section under the Settings Sub-Area and you will find three common tasks—System Settings, Auto-Numbering, and Fiscal Year Settings. These three tasks are grouped together in the Task Box section of the System Customization page. If you cannot see the Setting tab on the Home area's left navigation bar, this means you are not set up as a System Administrator. Global Settings are typically managed by the System Administrator.

System Settings

Figure 5.1 shows the System Setting screen. These settings deal with how users will see name, number, currency, and calendar settings. In Version 1.0 this information is ...