To change the security roles, follow these steps:
- Click Settings.
- In the Settings pane, click Settings, click Business Unit Settings, and then click Security Roles.
- Double-click a security role.
- In the Role dialog box, change privileges for the security role.
- Click Save.
To import a customization file, follow these steps:
- Click Settings.
- In the Settings pane, click Customization, click Import Customization, and then click Browser.
- In the Choose file dialog box, locate and then click the customization file that you want to import, and then click Open.
- Click Upload.
- Click Import All Customizations.
For more information about the problem that occurs when you import customizations in Microsoft Dynamics CRM 3.0 with Windows Internet Explorer 7 installed, click the following article number to view the article in the Microsoft Knowledge Base:
927667
The Import Customizations Web page does not close as expected when you try to import customizations in Microsoft Dynamics CRM 3.0 after you install Internet Explorer 7
For information about performance tuning for CRM 3.0, see the following white paper:
For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base:
824684
Description of the standard terminology that is used to describe Microsoft software updates
887283 Microsoft Business Solutions CRM software hotfix and update package naming standards