Setting Up Your System
If you understand some of the background, benefits, and architecture of
Microsoft Dynamics CRM 3.0, let's delve into the details of setting up and
configuring the software for your use. Because companies of varying sizes and
industries use Microsoft CRM, we will concentrate on the setup information that
typically applies to most businesses. At this point, we assume that you have
already installed the software and that you can access it from the Web client
or through the Microsoft CRM client for Microsoft Office Outlook. In addition,
we also assume that you're at least a little familiar with using the Microsoft
CRM user interface and you understand how to work with records to add
activities, notes, and so on.
As a system administrator, you'll need to know how to set up and customize the
software to fit the exact business needs of your organization. As you might
expect, you must have System Administrator or System Customizer rights to
perform almost all the setup and configuration tasks covered in this chapter.
When you browse to the Settings area of Microsoft CRM, you'll see the options
shown in Figure 2-1.
You can see that Microsoft CRM provides a short description of each feature that
you can set up. We'll explain how to set up the following features in detail:
Queues (part of Business Unit Settings)
In addition, we'll cover additional information related to setting up your
system, such as e-mail tracking tokens, mail merge, and mass mailings.
Tip: Setting up Microsoft CRM 3.0 is extremely convenient
because you can set up and configure the various areas of the software in any
order that you choose. You can even go back and change your settings later when
your business requirements change. One of the few settings that you can not
modify later is your Fiscal Year Settings, so make sure you select those values
carefully when you get started.