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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Troubleshoot problems with data not displaying in a report

Troubleshoot problems with data not displaying in a report There are several possible reasons why data that you expect to be in a report does not appear: Insufficient security permissions. If you don’t have permission in Microsoft Dynamics CRM to view a record, it will not appear in the report. Data is not entered. The […]

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Organise and lay out your data

Organise and lay out your data When you create a report, you have to decide which columns to include, the order in which they are displayed, and whether to group data into subcategories. By grouping and summarising the data, you make it easier to see the patterns. For example, your report could use one level […]

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Set up rules to automatically create or update records in CRM

Set up rules to automatically create or update records in CRM Overview Every organisation has multiple applications to capture customer interactions. An ability to channel external data into the Microsoft Dynamics CRM records can significantly improve the efficiency of your sales, marketing, and service teams, and increase the quality of your data. You can now […]

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