Configuration and Setup
Admin Websites
There are 3 main websites to be aware of and bookmark.
PowerApps
The 2 main things to be aware of here are:
Within a solution, you can see the various tables, views, forms and processes.
Microsoft 365 Admin Centre
From within the Admin portal your CRM24 users can be managed.
Power Platform Admin Centre
This can also be accessed from the Microsoft 355 Admin Centre.
Opening the environment will take you into CRM24.
If you choose Settings, from here you can perform most of the settings found in CRM124.
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.
The Advanced Settings are where all customisations and settings can be accessed.
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.