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Microsoft Dynamics CRM 2013 Unleashed
book

Microsoft Dynamics CRM 2013 Unleashed

by Marc Wolenik
April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Sams
Content preview from Microsoft Dynamics CRM 2013 Unleashed

General Options for Both Web and Outlook Clients

The General options include the capability to set the general layout, view, and options (see Figure 7.3).

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FIGURE 7.3 Personal options, General (Outlook client).

Default pane (available only in the web client) refers to which area receives the focus and is expanded by default when the system is started. By default, this is set to Sales and Dashboard, but you can set it to any pane and tab. This is helpful if you work in the marketing department, for example; you can have that area selected when you open Microsoft Dynamics CRM. We personally set the default pane to Settings because we do so much ...

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Publisher Resources

ISBN: 9780133518368Purchase book