This chapter will help you learn about the Dynamics 365 configuration options available in Dynamics 365 CE for individuals and administrators. You will learn which of the options can be configured for individual users, and which are the configurations that can be done by the admin user. You will learn the different configuration options available under the business management and service management settings. You will also learn about the data management capabilities of Dynamics 365 CE. Finally, you will learn how to set up SharePoint integration for Dynamics 365 CE.

The main topics that we are going to discuss in this chapter are as follows: 

• Understanding Dynamics 365 CE configuration
• Configuring personal settings options
• Configuring administration settings
• Configuring business management settings
• Configuring service management settings
• Configuring data management settings
• Configuring document management settings
• Setting up email configuration