Create or edit a site

 

Applies To: Dynamics CRM 2013

You can create a new site to add an office location or other facility where service operations take place. You can also edit the details, such as the street address or phone number, for an existing site.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you’re using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears in the nav bar.

   2. Click or tap Settings > Business Management > Sites.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > Business > Business Management > Sites.

3. To create a new site, on the Actions toolbar, click or tap New.

   - OR -

   To edit an existing site, in the list of sites, under Name, double-click or tap the entry for the site you want to edit details for.

4. Under General, in the Name text box, specify or edit the name for the site.

   You can also enter or update contact information for the site.

5. Under Primary Address, enter or update address details.

6. In the Time Zone box, ensure that the default time zone is appropriate for the site.

7. Click or tap Save and Close.

See Also

Set up a CRM organization
Set up business management
Add resources to a site

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