Microsoft Dynamics® CRM Training
Global Error Report Preference
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In using Microsoft Dynamics CRM, you may come across error notifications. These notifications may ask you if you would like to send an error report to Microsoft. Individual users can decide how to deal with these notifications. They can request to be notified each time, they can have the reports sent automatically, or they can choose to never have the reports sent. These options can be found in the Privacy tab of the Set Personal Options dialog.
If you are the System Administrator, System Customizer, or have equivalent privileges, you can configure these settings on an organizational level, thus saving users the time it takes to do it on their own. In this lesson, I demonstrate how to globally define the error report preference.
I begin by navigating to Settings > System > Administration, and then clicking Privacy Preferences. This opens the Privacy Preferences dialog. To specify a preference, I must first check the box at the top of the list. The radio buttons below are no longer grayed out.
As stated earlier, I can choose to have users asked to send the report each time an error occurs, have it sent automatically, or not sent at all. I want to choose to have reports sent automatically so that users won’t be bothered, but it will help Microsoft fix any issues in future rollups.
To apply the preference, I click the OK button and the dialog closes. Now that I have set the global error reporting preference, watch what happens if I try to do the same at the user level.
I click File > Options to open the Set Personal Options dialog. When it opens, notice that there is no longer the Privacy tab. The setting is gone because it has been set at the global level. I can always go back to the global error preference and uncheck the box if I ever want the Privacy tab to return. For now, I don’t have to worry about users dealing with popups, and I don’t have to teach anyone how to configure the preference on their own.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.