[Applies to: Microsoft Dynamics CRM 4.0]

Set start page and view options

Can I do this task?

You can update the options that determine how Microsoft Dynamics CRM Online displays information. Not all settings on this tab are available in Microsoft Dynamics CRM Online for Outlook.

1. Under Workplace, click the Personalize Workplace link.

   - OR -

   In Outlook, on the CRM menu, click Options.

2. In the Set Personal Options dialog box, on the General tab, you can set any of the following options:
   • Select activity forms used by Microsoft CRM client for Outlook

     Select the forms that you want to use to create activities in Microsoft Dynamics CRM Online for Outlook.

   • Default Pane

     Select the area that you want to display when you open Microsoft Dynamics CRM Online. This option is not available in Outlook.

   • Default Tab

     Select the tab that you want to display when you open Microsoft Dynamics CRM Online. This option is not available in Outlook.

   • Records Per Page

     Select the number of records you want to display in a list. The number of records displayed can affect the performance of Microsoft Dynamics CRM Online.

   • Advanced Find Mode

     Select the display mode for Advanced Find, which also affects Microsoft Dynamics CRM Online for Outlook data groups, and report filtering. The Simple mode only lets you change the values. The Detailed mode displays the Filter toolbar and lets you add additional criteria.

   • Time Zone

     If you are in a different time zone than the rest of your organization, select the time zone for your current location. This option is not available in Outlook.

     If you are using the Microsoft Dynamics CRM Online for Outlook, we recommend that the Microsoft Dynamics CRM Online time zone be set to the same time zone as Outlook, otherwise issues with mismatched times and dates could occur.

   • Currency

     Click the Lookup button to select the currency to display.

   • View your user profile here

     Click the View your user profile here link to view your user record in Microsoft Dynamics CRM Online. This option is not available in Outlook.

   • Always run the Microsoft Dynamics CRM application hoster process

     Select this check box if you want Microsoft Dynamics CRM Online for Outlook to run continuously in the background, even if Outlook is not running. This will improve how quickly pages are displayed. This option is not available in the Web application The version of Microsoft Dynamics CRM Online that works in Microsoft Internet Explorer..

   • Enable high contrast

     Select this check box if you have turned on High Contrast settings in either your browser or operating system. This option improves the display of buttons and icons for accessiblity.

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