[Applies to: Microsoft Dynamics CRM 4.0]

Set system-wide general options

Can I do this task?

1. Navigate to the general settings.

   In the Navigation Pane, click Settings, click Administration, and then click System Settings. Click the General tab.

2. Make changes to the following options:
   • Show Get Started panes on all lists for all users
     Select whether or not to display the Get Started pane.
   • Name Format

     Select the order you want customer and user names to be displayed.

   • Pricing Decimal Precision

     Select how many decimal points to use for currency.

   • Set whether reassigned records are shared with the original owner

     Select whether or not a record is shared with the original owner of the record, or completely reassigned to another user.

   • Set blocked file extensions for attachments

     Prevent users from attaching files with these file name extensions.

   • Display currencies by using

     Select how you want currency to be displayed.

3. To save your changes and close the dialog box, click OK.