How to Configure Dynamics 365 Sales App Settings

Heidi Neuhauser May 15, 2024 Video

In this how-to video, UG Expert Heidi Neuhauser goes through the various app settings for Dynamics 365 Sales.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.

Highlights

00:24 — In the lower right corner of the screen, select Sales > App Settings. If you expand the “Show All” settings, you will see all the app settings available.

00:54 — In her video, Heidi starts with the Copilot setting and she enables Copilot for all Sales apps. By default, this will be enabled. However, users can opt to enable or disable certain settings for different Sales apps.

01:45 — The same can be done with the Leads and Opportunities area. By default, lead qualification auto-creates a new contact and accounts for a new opportunity. By changing the settings, users can disable this. Next, she shows how to configure the settings for productivity tools.

03:44 — Lastly, Heidi demonstrates how to configure app settings for Teams integrations.

For more “for user, by user” Dynamics 365 CE/CRM innovation, education, and training content, join us at Community Summit North America 2024!
Categories: Dynamics CE / CRM UG, How To, User Group Communities
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