Microsoft Dynamics CRM 2011 Unleashed

Business Management

Located in the Settings area, the Business Management page has the following options:

• Fiscal Year Settings

• Goal Metrics

• Business Closures

• Facilities/Equipment

• Queues

• Resource Groups

• Salespeople with Quotas

• Sales Territories

• Services

• Sites

• Subjects

• Currencies

• Connection Roles

• Relationship Roles

• Internet Marketing

Figure 12.1 shows the Business Management interface.

Figure 12.1 Settings, Business Management.

Fiscal Year Settings

To work with sales Quotas, you must set the Fiscal Year Settings. Be careful when setting the fiscal period; it should not be changed, as it will affect reporting (see