Hosted CRM Service Management

Hosted CRM activates rich web based interface for the management of hosted CRM service. Using the web interface the provider and the end-user may perform routine management task without the need of going at the CRM server or active directory.

Navigate to the following path:

Navigation: Home » Service Director » CRM Hosting » CRM Accounts

Click on Service Management link from options. You will see the following four tabs:

General Settings: Click on Put on hold button to put it on hold. You can view general and service info for CRM account. You can synchronize buisness units by clicking on the link.
CRM Organizations: Click on Connect to CRM organizations link to view CRM Organizations.
Domains: You can view and add new domains to CRM account.
Users: You can add new users to CRM account.
Business Units: you can also add Business Units.