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Implementing Microsoft Dynamics 365 Customer Engagement
book

Implementing Microsoft Dynamics 365 Customer Engagement

by Mahender Pal
March 2020
Beginner to intermediate
426 pages
13h 11m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement

Data management settings

In this section, we need to provide any data management-related configuration information required by the business. For example, if customers want to implement duplicate detection while creating or updating entity records, or they want to delete historical data that is not required after a specific time interval, they can do so using bulk delete options. All of the data-related settings can be done through the data management settings. The following is a screenshot of the Dynamics 365 CE Data Management settings:

We will be discussing how to configure these options in detail in Chapter 5Configuring Your Dynamics ...

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Publisher Resources

ISBN: 9781838556877