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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from 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.

image

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

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Publisher Resources

ISBN: 9780132682084Purchase book