In this training video, we will learn about accessing setup and administration features in OnContact CRM 10.
Welcome to OnContact CRM training. In this video we will learn about accessing setup and administration features in CRM 10. Please note the following information does not apply to end-users and is meant for CRM administrators who want to access the system or setup areas.
As of June 2017, accessing admin tools and CRM 10 requires the use of a silverlight compatible browser. Current windows browsers that support Silverlight or Microsoft Internet Explorer and Mozilla Firefox ESR. Silverlight compatible Mac browsers are Apple, Safari and Mozilla Firefox ESR. We are currently in the process of updating the CRM 10 setup and admin areas to native CRM 10 technology. This will eliminate the need for Silverlight in the future.
To access the setup and administration areas in CRM 10:
Once logged in you will have full access to the CRM 10 setup and system areas. For efficiency, feel free to bookmark the admin site in your browser. As stated earlier in this video, this requirement is temporary and admin access will become full CRM 10 native in the future.
And this concludes our CRM 10 admin tools video. We hope this information was valuable feel free to contact us with questions or suggestions.