Set up Business Management options

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Click one of the following links for information about settings on the Business Management Options page:

Work with fiscal year settings

Create or edit a goal (Sales)

Set when your business is closed (Customer Service)

Add facilities and equipment for service scheduling (Customer Service)

Create or edit a queue (Customer Service)

Create or edit a resource group (Customer Service)

Set up sales territories to organize business markets by geographical area

Create or edit a service (Customer Service)

Use sites to manage your service locations (Customer Service)

Define subjects to categorize cases, products, and articles

Manage transactions with multiple currencies

Create connections to view relationships between records

Set up a relationship role to define family, social, or business relationships

Set up rules to automatically create or update records in Dynamics 365 (Customer Service)
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