Microsoft Dynamics® CRM Training

Viewing your User Profile

Video Details
Hi and welcome to the success portal by xRM. This 1 minute video will explain how to view your user profile in Microsoft dynamics CRM. Your user profile displays a variety of information including security roles, work hours, connections, and services. The information in your user profile is not only visible to you but to your entire organization. First, navigate to the settings icon in the upper right hand corner of the screen. Click options. Please know that if you're using CRM for outlook your process is a bit different, and you'll want to navigate to file then CRM and then options. Within the set personal options window scroll down and click view user information. The page that appears will display basic information, but you can click the down arrow next two your name to view additional information. Thank you for using the Success Portal by xRM.

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