2011 Administrator’s Guide Copyright

Administrators Guide - Setting Up Your Organization

Create or change the settings for a business unit

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: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Business Units.
   
2. 
   Do one of the following:
   

1. 
   On the Actions toolbar, click New.
   
2. 
   In the Business Unit form, enter the information that you want for the new business unit.
   

• 
  On the General tab, enter a name for the new business unit.
  

• 
  You can also fill in any other fields that you want, including a division and contact information.
  
• 
  On the Addresses tab, you can enter information for the business unit's Bill to and Ship to addresses.
  

3. 
   Click Save. After saving the record, you can click the record types under Organization to see a list of related records, and to change the settings for selected records.
   

4. 
   Under Common, click Information, and then select the General or Addresses tab and enter or change values.
   

5. 
   Under Organization or System Jobs, select a record type to see the list of related records, and to change the settings for selected records.
   

3. 
   Click Save or Save and Close.
   

You cannot change the name of or delete a business unit after it has been created.

To add users to a business unit:

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   Select one or more users, and then on the Actions menu, click Change Business Unit.
   

Related Topics Work with Business Units 11 Controlling Data Access 8

Create a new business unit

1. 
   On the Actions toolbar, click New.
   
2. 
   In the Business Unit form, enter the information that you want for the new business unit.
   

• 
  On the General tab, enter a name for the new business unit.
  

• 
  You can also fill in any other fields that you want, including a division and contact information.
  
• 
  On the Addresses tab, you can enter information for the business unit's Bill to and Ship to addresses.
  

3. 
   Click Save. After saving the record, you can click the record types under Organization to see a list of related records, and to change the settings for selected records.
   

Set auto-number formats

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: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Auto-Numbering.
   
2. 
   In the Set Auto-Numbering dialog box, click a tab to select the record type that you want to change.
   
3. 
   In the Prefix box, enter up to 3 characters, symbols, or numbers.
   

4. 
   In the Number box, enter the starting number.
   

5. 
   If you are setting auto-numbering formats on any tab except Articles, in the Suffix Length list, click a number. In the confirmation message, click OK.
   
6. 
   To save your settings, click OK.
   

• 
  The suffix is used for records that were created while you were offline and for which the number cannot be guaranteed to be unique.
  
• 
  The prefix of the tracking token for e-mail messages is set in the System Settings area. More information: Manage System Settings
  

Set system-wide settings

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

Use this dialog box to set system-level settings for Microsoft Dynamics CRM. Step-by-step Help is available for the settings on each tab.

More information: Manage System Settings

1. 
   In the Navigation Pane, click Settings, click System, click Administration, and then click System Settings.
   
2. 
   On the following tabs, make any changes:
   

• 
  General
  

• 
  Calendar
  

• 
  Formats
  

• 
  Auditing
  

• 
  E-mail
  

• 
  Marketing
  

• 
  Customization
  

• 
  Outlook
  

• 
  Reporting
  

• 
  Goal
  

3. 
   To save your changes and close the dialog box, click OK.
   

Related Topics Manage a User's Record 16