Configuration and Setup

Admin Websites

There are 3 main websites to be aware of and bookmark.

PowerApps

help crm24 config 1 | Braintree
The 2 main things to be aware of here are:
Within a solution, you can see the various tables, views, forms and processes.
help crm24 config 2 | Braintree

Microsoft 365 Admin Centre

From within the Admin portal your CRM24 users can be managed.
help crm24 config 3 | Braintree

Power Platform Admin Centre

This can also be accessed from the Microsoft 355 Admin Centre.
help crm24 config 4 | Braintree
Opening the environment will take you into CRM24.
help crm24 config 5 | Braintree
help crm24 config 6 | Braintree
If you choose Settings, from here you can perform most of the settings found in CRM124.
help crm24 config 7 | Braintree
help crm24 config 8 | Braintree

From within CRM24 there is another way to access these settings, but in time these will likely be deprecated. For now though we will access these same settings from within CRM24 by going to the cog and then choosing Advanced Settings.

help crm24 config 9 | Braintree
The Advanced Settings are where all customisations and settings can be accessed.
help crm24 config 10 | Braintree

Security / Environment Setup

Set up Business Unit Structure

Advanced settings > Security > Business Units
The Advanced Settings are where all customisations and settings can be accessed.