Requesting User Interface Changes

The user interface of Microsoft Dynamics CRM Online can be customized.

Because customizations affect all users, only a user with the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions can make customizations. So if you see something that would make it easier to do your job, let your manager or system administrator know.

Common customizations include:

• Changing your permissions if needed to do your job.
• Changing the choices and the default value for each list, such as the industry values in accounts and leads, or the reasons for closing an activity, case, or lead.
• Changing the criteria that are used to determine if there are potential duplicate records.
• Changing the names of record types or the text labels used in forms and views to reflect the terminology used in your organization.
• Creating new record types and relationships to link them with other record types to capture information you need.
• Adding new fields on forms to track information that doesn't fit in existing fields.
• Hiding features you don't use to simplify your experience.
• Modifying the default reports.
• Changing which columns are displayed in views, the order columns are displayed, and how the views are sorted. For each record type, there are several types of views that can be changed:
  • The system views Views that are associated with record types, managed for the whole organization, and available to all users.System views can be customized by a user who has privileges to customize entities. that appear in the View list.
  • The view that shows search results when you search with Advanced Find.
  • The view that shows search results when you type information in the Search for records box.
  • The view when you click a link in the the Details area.
• Controlling which fields are searched when you type information in the Search for records box.

You cannot customize the values or default text in the Filter on and Include boxes in the History and Activities areas of records.