Setting Up Your Business in Microsoft Dynamics CRM 2013

Regardless of which version and platform of Microsoft Dynamics CRM you’re working with, after you complete setting up your system, you need to configure your business. Microsoft Dynamics CRM is extremely flexible and can be made to work with nearly any business. When working with Microsoft Dynamics CRM Online, the wizard walks you through many of the setup steps. However, there are still many things that can be configured, and it is helpful to know about the options if you want to change the configurations. If you’re not using Microsoft Dynamics CRM Online, you need to perform these settings.

The following list identifies some of the things that you need to configure:

For a complete list ...

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