Create or edit a site

Can I do this task?

For help gathering the right information, see the Site worksheet in the Microsoft Dynamics CRM 2011 Implementation Guide.

  1. In the Navigation Pane, click Settings, click Business Management, and then click Sites.
  2. On the Actions Action menu button toolbar, click New.
  3. On the General tab, you must enter information in the following boxes:
    • Name

      Enter a meaningful name for the site. This name appears in the list of available sites.

    • You can enter contact information for this site, such as phone numbers, fax numbers, and e-mail addresses.
  4. To enter the physical address of the site, click Address.
  5. If the time zone for the site is different from the rest of the organization, in the Time Zone list, click the time zone.
  6. Click Save.
  7. To add resources, under Common, click Resources.
  8. Click Save or Save and Close.

Related Topics

Work with Sites

Manage Business Management Settings

Configuring Service Scheduling

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