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Microsoft Dynamics CRM (Archived)

Getting Started with CRM 2016

Posted on by 45

I am familiar with CRM 4.0.  Now I have CRM 2016 installed and I am in need of some good resources to use to start educating myself with it.  I believe that the installation was successful but when I bring up the product I only get a sales activity dashboard and all of the other tools for sales and contact management.  How do I get to the administration pages to add users, etc?  Thanks

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  • Ekontos Profile Picture
    Ekontos 45 on at
    RE: Getting Started with CRM 2016

    Funny thing is that I was looking for it last night in the same place and it wasn't there.   Thanks.

  • Verified answer
    Abby Kong Profile Picture
    Abby Kong 6 on at
    RE: Getting Started with CRM 2016

    Hi Ekontos ,

    Welcome to the newer versions of CRM.

    To add users:

    Expand Main Menu -> Setting (Tile) -> Look for Security > Users

    welcomescreen.PNG

    Regards,

    Abby

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