crm Chapter 4 –Configuring Organizational Settings.pdf

Configuration Customization in Microsoft Dynamics CRM 4.0 Chapter 4 – Configuring Organizational Settings Overview • Configure System Settings • Install Multilingual User Interface (MUI) Language Packs • Configure Multi-Currency Exchange Rates Lesson: Configure System Settings • System Settings are usually one-time only settings. • With the exception of the Fiscal Year Settings, you can update them as often as you want. • However, they are typically set up following installation and then modified only if your system requirements change. Configure System Settings • System Settings include the following categories: • System Settings – System settings apply to all users in the deployment. • Auto-Numbering – Defines the record ID numbering scheme applied by Microsoft CRM to newly created records. • Fiscal Year Settings – Settings related to the fiscal period for sales quota management. Fiscal Year Settings can only be updated once! Demonstration: Configure System Settings • System Settings • Auto Numbering • Fiscal Year Settings Lab 4.1: Maintaining System Settings • System Settings • Auto Numbering • Fiscal Year Settings Lesson: Multilingual User Interface (MUI) • Allows users to view the User Interface and Online Help in different languages within the same installation. • Users can define their own regional formats for date, time, currency, and numbers. • The language edition of Microsoft Dynamics CRM Server that is installed by the organization is considered its base language. • You can the