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This blog looks at the typical Personal Options that should be configured by each user when they first start using Dynamics CRM. The settings are defined per user in CRM and cannot be changed centrally, once the user has been created.
From the top menu, select Options.
As well as selecting their home page we recommend that the user considers:
Each user will need to set the format to their personal preferences e.g. United Kingdom. This will impact dates, number formatting etc. This is commonly set to US, in line with the default System Settings.
Dynamics CRM can occasionally throw a scripting error, resulting in a popup box requesting permission to send the details to Microsoft. We recommend the privacy option is updated to prevent this box from being seen.
Contact Us today for more insight towards Quick Start CRM User Guide, or visit the Video Tutorial page.
James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.
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