Configuring Personal Options
Viewing Your User Information
In Microsoft Dynamics CRM Online you can view your personal information in your own profile, although you my not be able to update it. This information includes your name, contact information, working hours, the teams and resource groups you belong to, as well as the services you can perform. You can also review your security roles. Understanding your security role is key to knowing what you can and cannot view, create, or edit in Microsoft Dynamics CRM Online.
Personalizing Microsoft Dynamics CRM Online
You can change how Microsoft Dynamics CRM Online displays information:
- What links appear in your Workplace.
- How many records display in lists.
- Your language preferences.
- How to display numbers and dates.
More information: View Your User Profile
Creating Personal Views
Create custom Advanced Find queries and save them as your own personal views of data you work with regularly.
More information: Find Things
Managing Your E-mail
You can create personal e-mail templates that you can reuse with your e-mail messages. If you are using an e-mail service other than Microsoft Dynamics CRM Online for Microsoft Office Outlook, you can update your e-mail password.
More information: Managing E-mail Activities
Synchronizing with Microsoft Dynamics CRM Online
If you use Microsoft Dynamics CRM Online for Outlook, you can change how Microsoft Dynamics CRM Onlinelooks for you as well as what information is synchronized and how often.
More information: Synchronizing Information
Changing Your Password
Your permissions are determined by your network account and password. Microsoft Dynamics CRM Online doesn't have a separate password from your network password.