Managing User and Organization Settings in Dynamics CRM
- 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
- Credit Limit
- 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