Create or edit charts and dashboards

Create or edit charts and dashboards Create or edit a chart Drill down in a chart Work with, create, or customise dashboards Manage dashboard components Set properties for a chart or list included in a dashboard Create or edit a system chart Create or edit a chart Present large quantities of data in your organization […]

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Manage data

Manage data Set up duplicate detection rules to keep your data clean Run bulk system jobs to detect duplicate records Turn duplicate detection rules on or off for the whole organisation Delete bulk records View and take action on bulk deletion jobs Monitor and manage system jobs Send bulk email to customers Add or remove […]

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Manage users and set up security

Manage users and set up security Understand security roles Manage security settings View your user profile Add and manage users, and set security roles Assign a security role to a user Create or edit a team Enable or disable security for a field Set up security permissions for a field Secure sensitive data by enabling […]

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Manage your subscription

Manage your subscription Add user licenses to your subscription Add storage Remove storage from your subscription Add License Wizard and Add Storage Wizard errors There are a number of tasks associated with managing your Microsoft Dynamics CRM Online subscription.  To learn how to manage licenses, create users, assign security roles, grant user access, manage storage, […]

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