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Show Your Users How to Customize Their Microsoft Dynamics CRM

Show Your Users How to Customize Their Microsoft Dynamics CRM

  • Comments 1

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following:

  • Create custom record list views
  • Create personal e-mail templates
  • A default start page and tab to help you get started faster.
  • How many records to show per page in any list of records. This is a performance optimization. A smaller set of records displays slightly faster.
  • Whether you want the Advanced Find view to open in Simple or Detailed mode by default.
  • Your time zone.
  • The default currency used for your data.
  • Workplace options to control which groups appear within the Workplace area.
  • Your default calendar view.
  • Your default work hours.
  • Whether you want to track your e-mail messages in Microsoft Dynamics CRM.

Cheers,

Carola Klass



  • I think you should more clearly distinguish between what you can change in the web client and what you can change in the Outlook client. Things like Calender view and Time zone can not be set in the Outlook client - but your article indicates that is can. I don't know if this is different for the 4.0 and 2011 version though?

    /Steen

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