Dynamics CRM 2015 Settings

This page provides a quick reference to the settings under the SETTINGS sitemap menu (in the CRM 2015 Web UI).

The SETTINGS site map has 16 menu options by default. On most screens, not all of the menu options are visible at once so you'll likely need to scroll to the right (or use the mouse wheel) to see the remainder of the options.
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Default Sitemap Sections for CRM 2015 Settings

The list below shows the SETTINGS site map menu options in the order they appear in a new instance of Dynamics CRM 2015.



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Fiscal Year Settings

Set the start date, template, and display options for the fiscal year and fiscal period used for tracking sales goals.

Goal Metrics

Define and manage the kinds of goals that your organization tracks.

Business Closures

Create a list of holidays and other times when the business is closed.

Facilities/Equipment

Add facilities and equipment for service scheduling. Change information about resources or delete existing resources.

Queues

Create and manage service queues, and manage the membership of private queues. Establish criteria for automatic case creation.

Resource Groups

Add new groups and new members to existing groups for service scheduling. Update group information and delete groups or group members.

Salespeople with Quotas

Add new salespeople. Add quotas to salespeople. Edit information about salespeople and deactivate salesperson records.

Sales Territories

Create new sales territories and assign territory managers. Add and remove members, modify territory information, and delete territories.

Services

Add new services for service scheduling. Change service information and deactivate existing services.

Sites

Create new sites or office locations where service operations take place. Add and remove resources, change site information, or delete sites.

Subjects

Manage the subject hierarchy for your organization's products, literature, and articles.

Currencies

Add new currencies or change the exchange rates for existing currencies.

Connection Roles

Create, edit, and delete the standard labels used to define connections between records.

Relationship Roles

Manage the standard labels users can apply when they define relationship roles between accounts, contacts, and opportunities.



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Article Templates

Create and manage templates for articles in the knowledge base.

Contract Templates

Create and manage templates for contracts.

Email Templates

Create and manage templates for email messages.

Mail Merge Templates

Upload and manage Word templates for use with mail merge.


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Families & Products

A product is an item in the product catalog that you want to sell to your customers. In this section, you manage products, set up product family hierarchies, create product bundles, and manage properties of product records. You can publish, revise, or retire product records, and also reclassify them to move them to other areas of the product catalog.

Price Lists

A price list specifies what prices can be charged for each unit in the unit group of a product. In this section, you create, manage, and delete price list line items and price lists in the product catalog. You associate and disassociate products with price lists. You also specify various pricing options in the price list line items, such as the quantity selling option, the pricing method, and the rounding options.

Discount Lists

A discount list contains the specific discounts that can be applied to a product, based on volume purchased. In this section, you create, manage, and delete discount lists in the product catalog.

Unit Groups

A unit group contains the base unit a product is available in, such as a liter, and then lists all the different increments that this base unit is packaged for sale. For example, if the base unit is a two-liter bottle, then that product could be sold individually as a two-liter bottle or in a case containing 6 two-liter bottles. In this section, you create, manage, and delete units and unit groups in the product catalog.



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Case Settings


Queues

Create and manage service queues, and manage the membership of private queues. Establish criteria for automatic case creation.

Parent and Child case settings

Specify the information to be inherited from a parent case to child cases. Define case closure cascade settings between parent and child cases.

Routing Rule Sets

Create or delete case routing rules. Change existing rule information, such as conditions, order, and actions.

Automatic Case Creation Rules

Create and manage automatic case creation rules for CRM queues. Set up automatic case creation for email and social records that get added to a queue.

Subjects

Create and manage information in a subject tree. This helps to categorize an organization's cases to identify frequent requests and problem areas.


Service Terms


Service Level Agreements

Create and manage service level agreements (SLAs), and associate them to a customer service schedule. Define failure and warning violation time, and the actions associated with SLAs.

Entitlements

Create and manage entitlements, and associate them with a customer. Define and manage entitlement terms of service for multiple channels.

Holiday Schedule

Create and manage a list of holidays for the customer service schedule. Associating the holiday schedule with a service schedule determines SLA time calculations.

Service Configuration Settings

Set system-level service settings for your organization.

Customer Service Schedule

Create and manage customer service schedules for the organization.


Templates


Entitlement Templates

Create and manage templates for creating entitlements.

Email Templates

Create and manage templates for email messages.

Article Templates

Create and manage templates for articles in the knowledge base.

Contract Templates

Create and manage templates for contracts.


Service Scheduling


Business Closure

Create a list of holidays and other times when the business is closed.

Services

Add new services for service scheduling. Change service information and deactivate existing services.

Facilities/Equipment

Add facilities and equipment for service scheduling. Change information about resources or delete existing resources.

Resource Groups

Add new groups and new members to existing groups for service scheduling. Update group information and delete groups or group members.

Sites

Create new sites or office locations where service operations take place. Add and remove resources, change site information, or delete sites.



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Customize the System

Create, modify, or delete components in your organization. Components include entities, fields, relationships, forms, reports, processes, and others.

Publishers

Create, modify or delete a solution publisher.

Solutions

Create, modify, export, or import a managed or unmanaged solution.

Developer Resources

View information or download files that help you develop applications and extensions for Microsoft Dynamics CRM.



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The SETTINGS > Solutions page provides a list of Solution records in the CRM organization.



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The SETTINGS > Dynamics Marketplace page lists third-party add-on products for Dynamics CRM. The page also provides a link to Microsoft Pinpoint -- a site to find business applications, technology services and partners.



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Announcements

Create, edit, and delete announcements that appear in the Workplace area.

Auto-Numbering

Specify the prefix numbers for contracts, cases, quotes, orders, articles, invoices, and campaigns. Select the suffix length for contracts, cases, quotes, orders, and invoices.

System Settings

Set the format for various values, such as numbers, the calendar, and currency. Select the email tracking, marketing, and customization options for your organization. Set Microsoft Dynamics CRM for Outlook options. Manage report categories.
  • General tab
    • Set the default save option for forms: Enabled auto save on all forms (yes/no)
    • Set the IM presence option: Enable presence for the system (yes/no)
    • Set the full name format: Name format: First Name Last Name OR Last Name, First Name ETC.
    • Set the currency precision that is used for pricing throughout the system: Pricing Decimal Precision: 0..4
    • Set whether reassigned records are shared with the original owner: Share reassigned records with original owner (yes/no)
    • Set blocked file extensions for attachments: CRM 2015 defaults:
      • ade;adp;app;asa;ashx;asmx;asp;bas;bat;cdx;cer;chm;class;cmd;com;config;cpl;crt;csh;dll;exe;fxp;hlp;hta;htr;htw;ida;idc;idq;inf;ins;isp;its;js;jse;ksh;lnk;mad;maf;mag;mam;maq;mar;mas;mat;mau;mav;maw;mda;mdb;mde;mdt;mdw;mdz;msc;msh;msh1;msh1xml;msh2;msh2xml;mshxml;msi;msp;mst;ops;pcd;pif;prf;prg;printer;pst;reg;rem;scf;scr;sct;shb;shs;shtm;shtml;soap;stm;tmp;url;vb;vbe;vbs;vsmacros;vss;vst;vsw;ws;wsc;wsf;wsh
    • Set the currency display option: Display currencies by Currency Symbol OR Currency Code
    • Set up Quick Find: (AKA global search and multi-entity search)
      • Enable Quick Find record limits (yes/no)
      • Select entities for search
    • Enable Bing Maps: Show Bing Maps on forms (yes/no)
    • Set the default country/region code: Enable country region code prefixing (yes/no). Specify country/region code prefix.
    • Set the telephony provider: Select the provider for "Click to call": Skype OR Lync
    • Set whether users see CRM for table messages: Users see app download message (yes/no)
    • Set custom Help URL
      • Use custom Help for customizable entities (yes/no)
      • Global custom Help URL
      • Append parameters to URL (yes/no)
    • Disable Social Engagement: Prevent feature from receiving social data in CRM (yes/no)
    • Set whether users see navigation tour: Display navigation tour to users when they sign in (yes/no)
  • Calendar tab
    • Set scheduling options: Maximum duration of an appointment in days (default 10)
  • Formats tab
    • Organizational Standards and Formats: Select how Microsoft Dynamics CRM displays number, currency, time and date formats. Select a format or click Customize to specify custom formats. (Fields: Number, Currency, Time, Short Date, Long Date)
  • Auditing tab
    • Audit Settings
      • Start Auditing
      • Audit user access
    • Enable auditing in the following areas
      • Common Entities
      • Sales Entities
      • Marketing Entities
      • Customer Service Entities
  • Email tab
    • Configure email processing
      • Select how you want your email processed. If you select server-side synchronization, but are currently using the Microsoft Dynamics CRM Email Router, the Email Router will be blocked for email processing. We recommend that you disable the Email Router before selecting server-side synchronization.
        • Process Email Using: Server-Side Synchronization OR Microsoft Dynamics CRM 2015 Email Router
    • Configure default synchronization method
      • The selected settings will be applied to mailboxes of all newly created users and queues
        • Server Profile: (e.g, Microsoft Exchange Online)
        • Incoming Email:
          • Server-Side Synchronization or Email Router (default)
          • None
          • Microsoft Dynamics CRM for Outlook
          • Forward Mailbox
        • Outgoing Email:

          • Server-Side Synchronization or Email Router (default)
          • None
          • Microsoft Dynamics CRM for Outlook
    • Email processing for unapproved users and queues
      • Enabling these options prevents the Microsoft Dynamics CRM Email Router and server-side synchronization from processing email for the users or queues whose email addresses haven't been approved by the system administrator.
        • Process emails only for approved users (yes/no)
        • Process emails only for approved queues (yes/no)
    • Configure email correlation
      • Use Correlation (yes/no)
        • Microsoft Dynamics CRM creates relationships between email activities and other records using information from email headers. To help ensure accurate identification and links, you can add a tracking token to the subject line of outgoing email messages. You can also let the system automatically link email activities to other records by enabling smart matching.
          • Use tracking token (yes/no)
            • Prefix (default "CRM:")
            • Deployment base tracking number (default 0)
            • Number of digits for user numbers (default 3)
            • Number of digits for incremental message counter (default 3)
            • Tracking token preview
          • Use Smart Matching (yes/no)
            • Filter subject keywords (default ^[\s]*([\w]+\s?:[\s]*)+)
            • Maximum number of subject keywords or recipients (default 20)
            • Maximum difference allowed between subject keywords (default 0)
            • Minimum number of recipients required to match (default 2)
      • Set tracking options for emails between CRM users
        • CRM email messages sent between CRM users can be tracked as two activities: an outgoing email activity and an incoming email activity. This will not occur if all CRM recipients are configured for sender-based matching only.
          • Track emails sent between CRM users as two activities (yes/no)
      • Set Email form options
        • Use secure frames to restrict email message content (yes/no)
        • Allow messages with unresolved email recipients to be sent (yes/no)
      • Set file size limit for attachments
        • Maximum file size (in kilobytes): default 5,120
      • Configure alerts
        • Select the alerts to send to Microsoft Dynamics CRM users: Error, Warning and/or Information
        • Specify if you want to notify the mailbox owner about an email server profile alert. The email server profile owner will also be notified.
          • Notify mailbox owner (yes/no)
  • Marketing tab
    • Set whether direct email through mail merge is enabled in campaigns: Enable Direct Email via Mail Merge (yes/no)
    • Set whether campaign responses are created for incoming campaign activity email (Available only if email tracking is enabled)
      • Set "Do Not Send Marketing Material" option when unsubscribe email is received (yes/no)
      • Send acknowledgement to customers when they unsubscribe (yes/no)
      • Template for Acknowledgement Email
  • Customization tab
    • Application mode: Set whether Microsoft Dynamics CRM can be opened in a browser window without menu, navigation, and command bars. Open Microsoft Dynamic CRM in Application Mode (yes/no)
  • Outlook tab
    • Set email promotion options for Microsoft Dynamics CRM for Outlook
      • Perform checks as new email is received (yes/no)
      • Promote incoming email every (default: 10 minutes)
      • Send pending CRM email every (default: 10 minutes)
    • Set whether users can schedule synchronization in Microsoft Dynamics CRM for Outlook
      • Users can schedule synchronization (yes/no; default: yes)
      • Minimum Time between synchronizations (default: 15 minutes)
    • Set whether users can update their local data in the background in Microsoft Dynamics CRM for Outlook
      • Users can schedule background local data synchronization (yes/no; default yes)
      • Minimum time between background local data synchronizations (default: 15 minutes)
    • Set schedule for address book synchronization in Microsoft Dynamics CRM for Outlook
      • Users can schedule background address book synchronization (yes/no; default yes)
      • Minimum time between address book synchronizations (default: 1 hour)
    • Set whether users see CRM for Outlook message
      • Users see "Get CRM for Outlook" option displayed in the message bar (yes/no; default yes)


Languages

Add or remove support for additional languages.

Privacy Preferences

Set the privacy preferences for the organization.

Subscription Management

See payment and billing options, and purchase additional licenses. You must be a member of an appropriate security role to do these tasks.

System Notifications

View important system messages such as scheduled outage notifications.

Resources In Use

View details about your organization's use of storage, custom entities, and workflows and dialogs.

Yammer Configuration

Connect Microsoft Dynamics CRM to your enterprise Yammer network

Microsoft Social Listening Configuration

Connect Microsoft Dynamics CRM to Microsoft Social Listening for Social Insights



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Users

Add new users. Edit information about users and deactivate user records. Manage the teams, roles, and licenses assigned to users.

Teams

Add new teams and new members to existing teams. Modify the team description and delete members from teams.

Security Roles

Create new security roles. Manage and delete existing security roles for your organization.

Business Units

Add new business units. Edit and deactivate existing business units. Change the parent business unit.

Field Security Profiles

Manage user and team permissions to read, create, or write information in secured fields.

Hierarchy Security

Configure hierarchy security, including enabling hierarchy modeling and selecting the model. You can also specify how deep the hierarchy goes, and specify the entities to exclude from a hierarchy.

Positions

Add new Position. Modify the Position description.

Access Team Templates

Add new team templates. Modify the team template description.



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Duplicate Detection Settings

Select default duplicate detection settings for your organization.

Duplicate Detection Rules

Create, modify and publish duplicate detection rules.

Duplicate Detection Jobs

Create and monitor duplicate detection jobs.

Bulk Record Deletion

Manage bulk record-deletion jobs.

Data Maps

Create, import, and export data maps used during import.

Imports

Import data and view the status of imports in progress.

Templates for Data Import

Download a template for Data import.

Sample Data

Add sample data to the system, or delete existing sample data.

Add Ready-to-Use Business Processes

Add business processes that are ready to use and designed for common sales, service, and marketing scenarios.

Data Encryption

Check the encryption status, and change or activate the encryption key.

Export Field Translations

Export translatable text for the localizable fields in the application

Import Field Translations

Import translated text for the localizable fields in the application.


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The SETTINGS > System Jobs page provides a list of System Job (asynchronous operation) records. The grid provides the following fields: System Job Type, System Job Name, Regarding, Status Reason, Owner and Started On.



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Document Management Settings

Select default document management settings for your organization.

Install List Component

Install List Component

SharePoint Sites

A SharePoint site is a record on a SharePoint server or in a site collection. SharePoint site records map to sites or records on a SharePoint server.

SharePoint Document Locations

A document location record maps to document libraries or folders on a SharePoint server. They are defined relative to a SharePoint document library record or a document location record. They can be associated with a Microsoft Dynamics CRM record.

Enable server-based SharePoint integration

We recommend that you enable server-based SharePoint integration. Your current SharePoint integration relies on installing a list component on a sandbox solution in SharePoint. SharePoint will no longer be supporting the sandbox solution feature.


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Global Audit Settings

Select audit settings for your organization.

Entity and Field Audit Settings

Enable audit tracking on selected entities and fields.

Audit Summary View

View a chronological listing of transactions across records and users.

Audit Log Management

Manage space by deleting old or unwanted audit logs.



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Email Server Profiles

Set up the email channel by creating an email server profile and adding mailboxes to it.

Mailboxes

Manage mailboxes of Microsoft Dynamics CRM users and queues. Specify how you want to synchronize email for the mailboxes.

Migrate Email Router Data

Migrate data from the Microsoft Dynamics CRM 2015 Email Router for processing email through server-side synchronization.

Email Configuration Settings

Set system-level email settings for your organization.



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The SETTINGS > Activity Feeds Configuration page provides a list of Post Configuration records. The grid lists the entity (logical) name, entity display name, Wall Enabled (yes/no) and status (active/inactive).



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The SETTINGS > Activity Feeds Rules page provides a list of Activity Feed Rule records. The grid lists the Post Entity Id, Name and Status (active/inactive).



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The SETTINGS > Processes page provides a list of processes (workflows, dialogs, business rules, actions and business process flows) defined in CRM. The grid lists the Process Name, Category, Primary Entity, Status (activated/draft), Created On, Owner and Owning Business Unit.


Note: The options available from the SETTINGS site map in a particular CRM organization might differ from the default site map contents listed above. It's possible for CRM system administrators to add, edit and remove options in the CRM site map and sometimes an imported Managed Solution will alter the site map as well.