Skip to content

Latest commit

 

History

History
54 lines (38 loc) · 1.89 KB

File metadata and controls

54 lines (38 loc) · 1.89 KB
title description ms.custom ms.date ms.reviewer ms.suite ms.tgt_pltfrm ms.topic applies_to author ms.assetid caps.latest.revision ms.author search.audienceType
Create a new site in Dynamics 365 Customer Engagement (on-premises)
Create a new site to add an office or other location where operations take place. You can also edit existing sites for details like address and phone number.
10/01/2019
article
Dynamics 365 for Customer Engagement (online)
Dynamics 365 for Customer Engagement Version 9.x
Mattp123
292d8a45-c318-408a-a545-14589d5210d2
20
matp
admin

Create a site to add a new location or edit an existing site

::: moniker range="op-9-1" [!INCLUDE cc-use-advanced-settings] ::: moniker-end

You can create a new site to add an office location or other facility where service operations take place. You can also edit the details, such as the street address or phone number, for an existing site.

  1. [!INCLUDEproc_settings_bus_management]

  2. Choose Sites.

  3. To create a new site, on the Actions toolbar, choose New.

    - OR -

    To edit an existing site, in the list of sites, under Name, double-click or tap the entry for the site you want to edit details for.

  4. Under General, in the Name text box, specify or edit the name for the site.

    You can also enter or update contact information for the site.

  5. Under Primary Address, enter or update address details.

  6. In the Time Zone box, ensure that the default time zone is appropriate for the site.

  7. Choose Save and Close.

See also

Create or edit business units
Add resources to a site

[!INCLUDEfooter-include]