Advanced Settings in Dynamics 365 CE/CRM: Environment Settings
UG Expert Heidi Neuhauser kicks off a four-part series about managing certain settings for specific apps, starting with managing environment settings for CE/CRM.
Key Takeaways
- Data management: This is a really important area for those in charge of a CE/CRM system or a model-driven app. Data management is where users can set up duplicate detection rules, manage imports, access and create templates for data imports, and more.
- Security: This can be accessed within the model-driven app. You can view a list of users, update their security roles, and edit their manager and business unit assignments. It’s where you can access, manage, and create teams.
- Dynamics 365 app for Outlook: Heidi walks through how users can access this settings area inside the model-driven app by using a trial environment. If you have the right security roles applied, users can access many settings and great information through the Power Platform environment settings. She also walks through access via legacy settings.
- Power Platform Admin Center: Users can’t just use the app; they also need access to the Power Platform Admin Center. A new version of this was released a few weeks ago. The monitor area provides a view of what’s going on in Power Apps and Power Automate. Manage is where users can set up environment settings. In the product area, under features, there are different elements that can be turned on and off, such as Copilot Studio features, Copilot features, Dataverse Search, and more.
