Microsoft Dynamics CRM can be adapted to your needs. This video will show you how to configure Microsoft Dynamics CRM to better suit where and how you work and how to keep your personal information current. You'll learn how to adjust the way your data is displayed, which views you see, and how e-mail settings are configured.
Click the arrow to start the video.
To turn off the click instructions in this video, in the lower-right corner, click the up arrow icon
, and then click the Show Click Instructions icon
.
To dock the presenter script to a different position, in the lower-right corner, click the up arrow icon
, click the Presenter Script icon
, and then click one of the options: Show Presenter Script Docked Left or Show Presenter Script Floating. To turn off the presenter script, click the up arrow icon
, click the Presenter Script icon
, and then click Presenter Script Off.
Note
Trouble viewing the video on this page? Try watching it on YouTube instead: Personalize Microsoft Dynamics CRM Online for yourself
Related Links
Getting started articles
8 steps to get started with Microsoft Dynamics CRM Online for Outlook
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