Configuring Personal Options

Viewing Your User Information

In Microsoft Dynamics CRM Online you can view your personal information in your personal profile, though you may 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

Every user has the option of configuring his or her personal workspace within Microsoft Dynamics CRM Online. You can change how Microsoft Dynamics CRM Online displays information, including:

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

You can create personal views of lists by creating custom Advanced Find queries and then saving them as views.

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