Here is a short description of how to access the General Settings to customize your products.
Open your Dynamics 365 and press the [Settings]-button.
An enumeration of possibilities is shown, choose the Advanced Settings.
Figure 1: Advanced Setting
A Business Management overview is displayed. Choose “Settings” and a menu board shows up.
Go to the MSCRM-ADDONS section where every product you have installed is listed.
Figure 2: MSCRM-ADDONS
Make your choice for the product you want to set up. In this case, it is the DocumentsCorePack.
Select the tab “General Settings”.
Figure 3: General Settings
The surface of “General Settings” is displayed. Select the option you want to change or personalize.
Figure 4: General Settings Overview
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.