Customization

Personal customizations

Part 4 of "11 things to know about customization"

It is important to recognize that there are Microsoft Dynamics CRM Online personalization options available to everyone. Instead of implementing a system-wide customization that only benefits several individuals, help everyone understand how to personalize Microsoft Dynamics CRM Online to fit their needs.

On This Page

Personal options

On the first screen of the Web application, all users can access personal options by selecting Options on the Tools menu or by clicking Personalize Workplace in the Navigation Pane. In Microsoft Dynamics CRM Online for Outlook, a smaller set of options is available by selecting Options from the CRM menu. Either method displays the Set Personal Options dialog box.

In the Web application everyone can select:

A default start page and tab.
- This helps you get started faster.
Whether to show the Get Started panes to provide initial guidance as you begin to use Microsoft Dynamics CRM Online.
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.
How you want the Advanced Find view to start.
- This controls whether Advanced Find opens in Simple or Detailed mode by default.
Your time zone.
The default currency.
Workplace options:
- This controls which groups appear within the Workplace area.
- The options can be configured using SiteMap. For more information, see Part 9: Client extension features.
Your default calendar view.
Your default work hours.
Your personal standards and formats for number, currency, time, and date.
- You can select from a list of standard formats by language and country/region or you can customize each.
Any custom e-mail templates you want to use.
Whether you want to track your e-mail messages in Microsoft Dynamics CRM Online.
Your privacy options related to sending error information about Microsoft Dynamics CRM Online to Microsoft.
Which languages to use for the Microsoft Dynamics CRM Online user interface and Help.

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Personal views

When you have the System Administrator or System Customizer security roles you may sometimes get requests to change the columns displayed in a view or other view criteria. People asking for this may not realize that they can create and save their own views. Unless the whole organization needs the view, encourage people to create their own views by saving Advanced Find queries. This creates a personal view that they can define and manage on their own. They can even share it with other users. It will appear in the list of views grouped under the heading My Views.

Save an Advanced Find view as a personal view

On the Standard toolbar, click Advanced Find.
Specify the search criteria.
Note

If Show Details is visible in the criteria toolbar, click it.

Save the search as a saved view.
- If you're 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 field, type a name for the search.

The search is saved as a view and appears on the Saved Views tab of the Advanced Find form.

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Home Page options

The Home Page provides charts and lists that you can adapt to fit your needs.

To select the charts and lists you want to see, click the Options icon anywhere on the Home Page. In the Homepage Options dialog box, you can select:

How many charts you want to display. You can choose up to four charts.
Which of the available charts you want to shown for each chart that is displayed.
Note:
- The available charts are configured by a system administrator or customizer.
- You cannot use saved personal views as a data source for a chart.
What Record Type and Default View you want to appear in the list.

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E-mail templates

In a manner similar to views, when you have the System Administrator or System Customizer security roles, you can create system-wide e-mail templates that are available to everyone. But everyone can also create and manage personal e-mail templates, and even share them with the organization. For more information, see Set your e-mail messages apart with a signature.

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