Customization

Personal customizations

These personalization options available to everyone. Instead of implementing a system-wide customization that benefits only some individuals, help everyone understand how to make personalizations to fit their needs.

On This Page

Personal options

Personal views

Personal options

Anywhere in Web application, anyone can access personal options by selecting Options on the File tab. In Microsoft Dynamics CRM for Outlook, on the File tab, click CRM in the Navigation Pane, and then click Options. Both method display the Set Personal Options dialog box.

These are some of the options anyone can select:

  • 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.
  • Your personal standards and formats for number, currency, time, and date. Select from a list of standard formats by language, and country or region. You can customize each setting.
  • Any custom e-mail templates.
  • Whether you want to track your e-mail messages in Microsoft Dynamics CRM.
  • Your privacy options related to sending error information about Microsoft Dynamics CRM to Microsoft.
  • Which language to use for the user interface and Help.

Personal views

Anyone may change the columns displayed in a view or other view criteria by creating a personal view. Unless the whole organization needs the view, it is not necessary to have a System Administrator or System Customizer security role.

Create a personal views by saving an Advanced Find query. Define and manage this view on your own. Share the view with other users. It appears in the list of views grouped under the heading My Views.

Create a personal view

  1. On any the area tab, click Advanced Find.

    Tip

    Advanced Find starts with criteria based on where you are. Clicking Advanced Find from a view, the criteria for that view preloads.

    - OR -

    To edit a saved search, click Saved Views, and then double-click the search that you want to edit.

  2. Specify the search criteria.
  3. Specify the columns to include in the search results:
    1. Click Edit Columns, and then click Add Columns.
    2. Select the record type that includes the columns you want to add.
    3. Select the check box next to the column you want to add. If a column is not listed, contact your system administrator.
    4. Click OK.
    5. The following options are also available:
      • To adjust the width of a column, click the column, click Change Properties, select a width, and then click OK.
      • To reorder columns, select a column, and use the arrow keys to move it to the left or right.
      • To remove a column, select it, and then click Remove.
  4. Click OK.
  5. Specify the sort order. Click Edit Columns, click Configure Sorting, and then specify the column to sort on and the sort order.

    Tip

    Each view is sorted by only one column. However, after you click Find, you can sort by additional columns. To sort a search results list by an additional column, press Shift while you click the additional column header.

    You can only sort on columns from the primary record type.

  6. Save the search as a saved view. If you are saving an existing saved view, click Save. If you are saving a new view or want to change the name of the view because you changed the criteria, click Save As:
    • In the Query Properties dialog box, in the Name box, type a name for the search.
    • In the Description box, type a brief description, and then click OK.

The search is saved as a view and appears on the Saved Views tab of the Advanced Find form. This new view is also available from the list page for the record type in the View box, in the My Views section.

Applies To:

Microsoft Dynamics CRM 2011

(For CRM Online, CRM 2013, and CRM 2015, see CRM Help & Training.)