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  3. Managing User and Organization Settings in Dynamics CRM

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Managing User and Organization Settings in Dynamics CRM

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  • Getting to InsideView Insights through Outlook
  • Configure Field Mapping
  • Review and Update Social Media Feeds Settings
  • Create an Application User
  • Managing Company Insights
  • Manage Custom Agents
  • View your Team Agents
  • Creating Watchlists
  • Manage your Watchlists
  • Manage Companies and Contacts on your Watchlists
  • Export Company or People in the Watchlist
  • Edit Email Alert Settings
  • Sync Limits for Insights Users
  • Set up Preferences for the Insights Tab
  • Managing Sync or View Currency Information
  • Set up your Connections
  • Privacy Statement
  • Add your Outlook Contacts
  • Accessibility Enhancements
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