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Microsoft Dynamics CRM 4.0 Installing Guide
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Task Subtask: Help Topic Title
Track data by sales territory. Define
territories and add salespeople to territories so
that sales processes and results can be
tracked by territory. (These tasks are
completed in the Business Management area
of Settings.)
•
Create sales territories: Work with Territories
Track progress against quotas. Track
performance by assigning and tracking sales
quotas for each salesperson. (These tasks are
completed in the Business Management and
Administration areas of Settings.)
•
Define the fiscal year for quotas: Work with Fiscal Year
Settings
• Add quotas for individual users: Work with Salespeople
with Quotas
Goal 7: Automate Business Processes
The following table lists the tasks to automate business processes in Microsoft Dynamics CRM.
Task Subtask: Help Topic Title
Learn about how to automate business
processes. Learn how business processes
can be automated by creating workflows.
•
Learn about how to use workflow: Creating and Using
Workflows
Create workflows. Make sure users follow
standard procedures by creating workflows.
(These tasks are completed in the Workflows
area of Settings.)
•
Create a workflow: Work with Workflows
Configure duplicate detection. Decide how
duplicates are defined, and when duplicate
detection should be enabled. (These tasks are
completed in the Data Management area of
Settings.)
•
Set up duplicate-detection rules: Work with Duplicate-
detection Rules
• Review duplicate detection settings: Enable and Disable
Duplicate Detection
Instructions for Removing the Resource Center
The Resource Center is a place in the application where users, administrators, and implementers
will find information to help them use and configure Microsoft Dynamics CRM 4.0. Much of the
content in the Resource Center is created by experts in the Microsoft Dynamics CRM community.
The Resource Center includes links to an external Web site hosted by Microsoft and is not
displayed when users are offline.
However, if users of the on-premise version of Microsoft Dynamics CRM do not have access to
the Internet they cannot use the content on the Resource Center. In these situations, the
Resource Center can be removed from the application by using the following steps:
1. Export the SiteMap by using the Export Customizations feature.
a. In the Navigation Pane, click Settings, click Customization, and then click
Export Customizations.
b. Select SiteMap, then on the Actions toolbar, click More Actions, and then click
Export Selected Customizations.
c. Save the customization compressed (.zip) file and make a copy of it as a backup.