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Getting Started with CRM 2016

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Posted on by Ekontos

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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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Abby Kong 6 on at

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Hi Ekontos ,

Welcome to the newer versions of CRM.

To add users:

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

Regards,

Abby

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Ekontos 45 on at

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

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