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Microsoft Dynamics CRM 2011 : Setting Personal Options

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6/11/2011 6:46:56 PM
Microsoft Dynamics CRM allows you to set personal options to modify the user interface. 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 box. Although we won’t review all of the personal options available, we do want to review a few common configuration options.


On the General tab, you can specify the following:

  • Default home page By changing this selection, you can determine which page Microsoft Dynamics CRM will start on after you log on with the web client. Select the pane and tab you use most frequently.

  • Show Get Started panes on all lists If you want to turn off the Get Started panes throughout the entire system, deselect this check box.

  • Records per page As we mentioned earlier, you might want to change the number of records that appear on a page. By displaying more records on a page, you can apply actions to a larger data set. However, you should be aware that users with a large number of records per page might experience slower performance as the page loads, so use caution with this setting.

  • Time zone 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.

On the Workplace tab, you can select which application areas to display in the navigation pane. This setting will appear only to you as an individual user; it will not apply to all users in the system. Therefore, feel free to set up the Workplace area in whatever manner is most comfortable for you. In this exercise, you will modify your Workplace pane to include new areas of the user interface.


Tip:

The Set Personal Options dialog box in Microsoft Dynamics CRM for Outlook provides additional configuration options when compared with the dialog box in the web client.



Note:

SET UP Log on to the Microsoft Dynamics CRM website through the web client before beginning this exercise.


  1. On the ribbon, click the File tab.

  2. Click Options.

    The Set Personal Options dialog box appears.

  3. Click the Workplace tab.

  4. Select the check box to the left of Sales.

    Microsoft Dynamics CRM updates the preview on the left side of the dialog box to include the Sales area.



  5. Click OK.

  6. Click Workplace in the application areas.

    Microsoft Dynamics CRM now includes the Sales area that you just added in the application navigation pane.

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