Microsoft Dynamics® CRM Training
Setting Personal Options
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Setting Personal Options
Hi, and welcome to the xRM.com CRM Success Portal.
Microsoft Dynamics CRM Online 2011 allows you to set Personal Options to modify various settings.
In this tutorial, we’ll review a few common Personal Options.
You can access your Personal Options by clicking the File tab in the ribbon and then clicking Options to open the Set Personal Options dialog.
Once the Set Personal Options dialog opens, we’ll start in the General tab. Here we can specify our homepage in CRM Online. Under the section that says, “Select your home page and settings for Get Started panes,” we can choose our Default Pane, as well as our Default Tab in that pane. This will determine which page CRM Online will start on after you sign in.
Notice that the items that are available in the drop-down menu of the Default Tab field depend on what you have selected in the Default Pane field.
When you first sign in to CRM Online, you may see the Get Started pane that appears below the ribbon. If you wish to turn this off, deselect the check box next to where it says, “Show Get Started panes on all lists”.
As we move down the General tab, we can determine how many records are displayed per page in the section labeled “Set the number of records shown per page in any list of records.” By displaying more records on a page, you can apply actions to a larger data set. However, users with a large number of records per page might experience slower performance as the page loads.
In the section labeled, “Set the time zone you are in”, be sure to select the correct time zone to match the time zone of your computer. If this time zone setting does not match the time zone on your computer, you might find that appointments synchronized to Outlook are shifted by a few hours.
Now, let’s click the Workplace tab. Here, you can select which areas to display in the Workplace module in the navigation pane. This setting will appear only to you as an individual user; it will not apply to other users in the system. Therefore, feel free to set up the Workplace module in whatever manner is most comfortable for you.
For example, say we work in the Marketing team for our organization. Rather than having to navigate between Workplace module and the Marketing module frequently, we can include areas found in the Marketing module right here.
To do this, check the box next to Marketing. Now, in addition to the areas already found in the Workplace module, such as My Work and Customers, the left navigation pane now includes the Marketing area.
In the Activities tab, we can set the default view of our Calendar, as well as our work hours. This way, your Calendar will properly reflect the hours of the day, or night, that you work.
In the E-mail Templates tab, you can create and modify personal E-mail Templates.
In the E-mail tab, you can set the e-mail tracking settings for your CRM Online e-mails.
In the Privacy tab, you can select your error notification preference.
In the Languages tab, you can set the user interface language, as well as the help notification language. Note that you can only choose a language that is either the base language on your system or one of any additional languages that have been enabled by your System Administrator. You will not be able to choose any language that has not yet been enabled, even if it is available from Microsoft.
These are just a few personal options that we are able to configure. We recommend taking the time to review your Personal Options to make sure they meet your standards. Before you close the Set Personal Options dialog by clicking the OK button, you might want to click the Help button to learn more.
Thanks for watching.