2011 Administrator’s Guide Copyright

Work with Fiscal Year Settings

Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

Warning

Fiscal year options affect the way in which your organization's data is stored in the Microsoft Dynamics CRM database. Therefore, you can set the fiscal year options only once. You cannot change these settings after you have set them.

1. 
   In the Navigation Pane, click Settings, click Business Management, and then click Fiscal Year Settings.
   
2. 
   You must enter information in the following fields:
   

• 
  Start Date
  

• 
  Template
  

• 
  Fiscal Year
  

• 
  Named Based On
  

• 
  Fiscal Period
  

• 
  Display As
  

3. 
   To save your settings, click OK.
   

Related Topics Work with salespeople 39 Work with Territories 36

Work with salespeople

Note that this list does not become active until you set the fiscal year settings for your organization. More information: Work with Fiscal Year Settings (on page 38)

Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   Open the user record for the salesperson to whom you want to assign a sales quota.
   
3. 
   On the Actions menu, click Manage Quotas.
   
4. 
   From the Fiscal year list, select the name of the fiscal year for which you want to add a sales quota.
   
5. 
   In the Quota column, type the amount of the salesperson's quota for the year you selected.
   
6. 
   Click Apply, and then click OK.
   
7. 
   Repeat steps 4 through 6 for each fiscal year to which you want to assign a quota for this salesperson.
   
8. 
   When you have finished assigning sales quotas to this salesperson, click OK.
   
9. 
   Click Save or Save and Close.
   

Quotas cannot be set for salespeople until the fiscal year has been set for your organization. More information: Work with Fiscal Year Settings (on page 38)

• 
  To view existing sales quotas, open the salesperson's user record, and under Common, click Quotas. Details about the sales quota for the current fiscal year appear on the Current Fiscal Year tab. To view all of the sales quotas that have been assigned to this salesperson, click All Fiscal Years.
  
• 
  You can also view a list of all the users in your organization to whom a sales quota has been assigned. In the Navigation Pane, click Settings, click Business Management, and then click Salespeople with Quotas.
  
• 
  You can also set sales quotas for multiple salespeople in your organization. Instead of opening each user record, select the salespeople from either the Users list or the Salespeople with Quotas list, and then, on the Actions menu, click Manage Quotas. Follow the instructions described in this procedure for assigning quotas to a single salesperson.
  

Related Topics Manage a User's Record 16 Work with salespeople 39 Work with Fiscal Year Settings 38

This task requires the System Administrator security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

After you create a user in Microsoft Dynamics CRM Online, you send an invitation to that person. People who accept the invitation can sign in to Microsoft Dynamics CRM Online and begin using the application immediately. More information: Invite Someone to Use Microsoft Dynamics CRM Online

Users cannot be deleted, but can be deactivated. Deactivated users do not use a license.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   On the Users tab, in the Records group, click New. Or, open an existing record that you want to change.
   
3. 
   On the Select Business Unit page, in the Business Unit list, select a business unit. By default, Microsoft Dynamics CRM selects the root business unit for this field. Click Next.
   
4. 
   On the Select Security Roles page, select check boxes for the security roles you want to assign to the user. Hover over each to get a description of the security role. Click Next.
   
5. 
   On the Add Users page, enter the following:
   

• 
  First Name
  

• 
  Last Name
  

• 
  E-mail Address
  

6. 
   Click Add to add the user. Click Edit or Remove if that's the action you want to take. Click Next.
   
7. 
   On the Send E-mail Invitations page, select either Add new users and send invitations now or Add new users and do not send invitations. Click Create New Users.
   

After you save this user record, you can edit a user's teams, security roles, quotas (for sales people with quotas), work hours, and services.

• 
  More information: Work with Teams (on page 14)
  
• 
  More information: Work with Security Roles (on page 9)
  
• 
  More information: Work with Salespeople with Quotas (see "Work with salespeople" on page 39)
  
• 
  More information: Work with Resource's Work Hours
  
• 
  More information: Work with Services
  
• 
  More information: Work with Resource Groups
  
• 
  More information: Work with System Jobs (on page 111)
  

The Users form does not have restricted access, so everyone in the system can view the information about the form.

Related Topics Managing Users 16 Work with Teams 14 Work with salespeople 39