2011 Administrator’s Guide Copyright

Set fiscal year settings

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

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 connections

4. 
   Select the record to which you want to add a connection to, and in the Collaborate group, click Connect.
   
5. 
   Next to the Name field, click the Lookup button to search for and select the record you want to connect to.
   
6. 
   Next to the As this role field, click the Lookup button to select the role for the record you want to connect to.
   
7. 
   If needed, click Details, and then click the Lookup button to search for and select a new owner for the connection.
   
8. 
   Click Save or Save and Close.
   

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Deleting a connection is permanent and cannot be undone. Consider deactivating a connection if you want to keep a record of the connection but do not want it to be an active record.

9. 
   Open the record from which you want to delete the connection.
   
10. 
    Under Common, click Connections.
    
11. 
    Select the connection you want to delete and, in the Records group, click Delete Connection.
    

Related Topics

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

12. 
    Open the record for which you want to view the connections.
    
13. 
    Under Common, click Connections.
    

Open a connection to view details about it.

Related Topics Using Connect to Define How Records Relate 26

Work with connections and connection roles

Concepts: About Connections and Connection Roles (see "Using Connect to Define How Records Relate" on page 26)

Set preferences for product updates

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

If you want to know when updates have been released for Microsoft Dynamics CRM, you can sign up to receive e-mail notifications. Notifications may include information on security updates, updates to Microsoft Dynamics CRM that address feature requests from customers, or the release of a new version of Microsoft Dynamics CRM.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Product Updates.
   
2. 
   In the Microsoft Dynamics CRM Product Updates form, sign in to the Windows Live ID service.
   
3. 
   Select the Subscribe box, confirm your e-mail format, e-mail address, and privacy options, and then click Continue.
   

Create or edit a site

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: Service Scheduling Permissions

For help gathering the right information, see the Site worksheet in the Microsoft Dynamics CRM 4.0 Implementation Guide http://go.microsoft.com/fwlink/?LinkId=165665.

1. 
   In the Navigation Pane, click Settings, click Business Management, and then click Sites.
   
2. 
   On the Actions toolbar, click New.
   
3. 
   On the General tab, you must enter information in the following boxes:
   

• 
  Name
  

• 
  You can enter contact information for this site, such as phone numbers, fax numbers, and e-mail addresses.
  

4. 
   To enter the physical address of the site, click Address.
   
5. 
   If the time zone for the site is different from the rest of the organization, in the Time Zone list, click the time zone.
   
6. 
   Click Save.
   
7. 
   To add resources, under Common, click Resources.
   
8. 
   Click Save or Save and Close.